Our services

Capital Access Group advises companies on effective engagement with investors. We specialise in helping our clients with:

Investor Access

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with a wide range of investors. This helps companies to improve their share price performance. Clients benefit from the team’s knowledge and strong relationships with these investors.

Capital Access Group tailors effective Investor Access programmes for companies ranging in size from AIM to FTSE100. We also work with funds involved in alternative asset classes. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

  • We target both large institutions and hard to reach investors
  • These include smaller institutions, pension funds and Private Client Fund Managers
  • These investors are often under-serviced and are located in London and across the UK and Europe
  • These valuable investors represent a largely untapped pool of capital of around £700bn

Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. Additionally we advise clients on the key investment messages to promote that will appeal to these investors.

Long Term Relationships
Our experienced team maintains long-term relationships and regular contacts with our investors and provides a continuous flow of information to and from them. Capital Access Group has an unrivalled knowledge of these investors. We have been specialising in advising companies on their approach to engaging with these investors for over 15 years.

Whether as an individual project or a broader programme, our services are designed to complement and enhance a company’s wider investor relations and communications strategy. We work in conjunction with leading investment banks and stockbrokers to ensure an intelligent, cohesive approach to investor targeting.


Investor Analytics

Our Investor Analytics service provides companies with detailed and relevant insight into investor behaviour. This enables companies to focus their time on the right investors. Our team interprets data about investors both on the register and across the market. This results in a more efficient use of management time, ensuring that investors are targeted more effectively.

Each client engagement is underpinned by the following objectives:

  • To free up valuable management time by carefully targeting the right investors
  • To enhance outcomes through clearly communicated and actionable insights
  • To tailor our approach to different client objectives and workflows

Our client engagements encompass three key areas:

Investor insight
We seek to understand the composition and strength of a company shareholder register through a detailed analysis of individual holders, their history, fund mandates and performance.

Market insight
Drawing together data from numerous sources, we can build a comprehensive, client relevant picture of investor activity. This identifies investors who will have the most impact, their fund styles, their strategic direction and the market dynamics effecting that direction.

Investor targeting
We believe the traditional over / underweight targeting approach is only the first step. We believe the more important question: “Why is an investor over or underweight?”

Our approach to targeting seeks to answer that question leveraging the insights created elsewhere by our Investor Analytics.

Equity Research

Equity Research helps to promote a company’s investment story. It is distributed to a wide range of investors. We offer this service as part of an integrated investor communications strategy. We can provide a range of research products depending on the ne

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Intercede - Flashnote

Intercede - Flashnote

Providing a further update reflecting its success in securing some of its outstanding pipeline contracts, Intercede has signalled that the second half of 2016/17 is likely to be materially stronger than the first. There is clearly a return in momentum within its core “occupational” market (MyID) which bodes well for the current year (2017/18). We remain convinced that the move to mobile usage in this market and the roll-out of the RapID product in mobile transactions will drive substantial improvements such that the Group returns to profit by 2018/19. Moreover, the success it has had in generating cash underpins both our confidence in the operational improvement and our positive view of the shares’ theoretical value. We upgrade forecasts and our estimate of NPV as a result.

Waterman Group - Solid First Half Results - 14 March 2017

Waterman Group - Solid First Half Results - 14 March 2017

Despite the uncertainty that followed the EU referendum, Waterman has continued to trade steadily with good levels of enquiries and new commissions. It has a sufficiently broad operational and geographic spread to provide continued resilience and is likely to benefit from the recent increase in government funding for road spending.

Intercede Initiation Report

Intercede Initiation Report

Intercede Group’s core intellectual property sits at the heart of the development of global cybersecurity. Providing critical elements of Multi-Factor Authentication (MFA), the company’s addressable market is poised to expand from the historic, occupational focus to a much wider transactional basis with the clear long term potential to participate in the Internet of Things (IoT). While there have been short term timing issues with key orders, this is more representative of Intercede’s history than its prospects. We view current and prospective regulatory change within national IT infrastructures, critical organisations and financial services as the catalyst for significant revenue growth, a return to profitability and share price appreciation.

GlobalData - Full Year 2016 Results

GlobalData - Full Year 2016 Results

A Transformed Global Data Provider GlobalData has now transitioned itself into an integrated, multi-platform provider of business data. The FY2016 results are in many respects, the first full year in the new format with GlobalData trading as one global business.

Low & Bonar - Full Year 2016 Results

Low & Bonar - Full Year 2016 Results

The New Strategy is Gaining Traction The FY2016 results for Low & Bonar were ahead of our estimates despite the underperformance of the CTT division, which had been flagged early in the year. The other three divisions generated strong constant current profits growth, through a combination of organic revenue increase and margin improvement.

UK Media Sector Valuation

UK Media Sector Valuation

Valuation figures and consensus estimates for the UK Media sector.

GlobalData - Interim Results and Initiation of Coverage

GlobalData - Interim Results and Initiation of Coverage

The Journey Begins For investors who were looking for evidence that GlobalData could repeat the performance of Datamonitor before its timely sale to Informa in 2007, the recent 1H16 results will have been encouraging. Having integrated the acquisitions of significant healthcare and consumer data assets within the past year, GlobalData is now poised for strong organic growth. The model has moved on since the Datamonitor days, with most content now provided on a subscription basis via multiple channels. However, the fundamentals are much the same. The business generates significant and recurring cash returns from the provision of proprietary content to large national and international clients. It is scalable, recession resistant and has high barriers to entry.

Low & Bonar - First Half 2016 Results

Low & Bonar - First Half 2016 Results

Moving up the food chain The disposal of the Sports and Leisure yarns business is proof that Low & Bonar is intent on delivering its strategy to focus on higher margin markets at the expense of commodity businesses or areas in which it does not have a strong market position.

ImmuPharma - Lupuzor™ Phase III trial fully funded and progressing well - 11 May 2016

ImmuPharma - Lupuzor™ Phase III trial fully funded and progressing well - 11 May 2016

Recruitment underway to enrol 200 patients in the pivotal Phase III clinical trial for Lupuzor™

Investor Communications

We work with our clients to promote and build their investment case and reputation with equity markets investors and commentators. Our team is engaged by clients either as a part of a wider integrated approach, or through a bespoke PR or IR programme.

Our team has significant experience of helping our clients present a clear investment message.

Our advice can help companies present a complicated story in a simple, clear and effective manner. By understanding the outcomes that our clients want to achieve, we can draw upon our expertise to create a tailor-made approach to how they communicate with the equity market investors. This can be vital in helping companies stand out in a crowded market place and achieve an improved rating.

The team also helps companies promote their investment case to a wide range of important market participants. Our independent, strategic advice supports our clients’ objectives, without being conflicted and we build long-term, trusted relationships with our client companies.

Our programmes include:

  • Helping clients to deliver a clear, succinct investment message
  • Crisis communications – rapid support and advice
  • Support during fund raising projects including IPO preparation and secondary fund raisings
  • Communications advice and support during M&A situations including hostile bids and helping companies during bid defences
  • Directing how clients manage their approach with sell-side equity research analysts
  • We advise on engaging with the financial media and help manage relationships with journalists and market commentators

We work with our clients on a standalone basis, or as part of a wider integrated service. This allows companies to benefit from a holistic approach to their entire Investor Communications programme.


Strategic Advice

Our team has deep and broad complementary experience from both the investment banking and communications industries. This enables us to provide high quality joined-up thinking and strategic advice to quoted companies of all sizes.

At the heart of everything we do is thinking.

Our executives are drawn from both the buy side and the sell side and/or have experience themselves as directors of quoted companies. This enables us to provide high quality input based on knowledge, understanding and analysis to provide coherent strategic advice and guidance.

  • We advise our clients on how best to prepare their message
  • The Investor Analytics team analyses who they should be targeting
  • Our Investor Access colleagues give them access to those investors
  • Our Equity Research analysts write research to disseminate that message.

We provide the most effective advice on all aspects of investor communications from setting strategy to implementing it.


Investment Companies

Investment Companies have increasing marketing opportunities, taking advantage of continued changes in the UK savings markets. This is in response to the regulatory demands of the Retail Distribution Review and the recent changes to Pension legislation.

Boards of Investment Companies are applying more focus on marketing to investors directly. They are considering the range of marketing channels and how they target different groups of investors.

Capital Access Group is able to help Investment Companies make the most of their programmes to target and reach investors.

  • Our service includes advising on Investor Access programmes to target Institutional and Private Client Fund Managers, as well as selected IFAs. We also target specialist sector investors including fund of funds
  • Our team writes and distributes a Quarterly Investment Company newsletter, including surveys on trends and market developments
  • Targeting of investors achieved through relationships with central research teams and knowledge of individual portfolio managers investment interests
  • Our clients in this sector focus on the smaller niche fund groups and offshore Investment Companies

Investor Perception Surveys

We offer in depth, targeted investor perception surveys through our ‘Capital Access Insight’ service. Our scientific approach to perception surveys helps Boards and senior management understand investor views and behaviours, and maximise the efficiency of ongoing IR activities.

Our differentiated offering provides a unique insight into investor dynamics. Our methodology uses extensive data analytics to evolve opinions and investor strategies further, going beyond the traditional services available in the market today.

Perception surveys offer an excellent way of exploring the views of investors. Increasingly, companies are working with specialist firms to get right to the heart of what their shareholders think. Investor perception surveys can help PLC Boards shape their strategy and messaging. Capital Access Insight gives our clients the tools they need to understand the views of their investors.

Capital Access Insight is led by Lorraine Rees, who has extensive market and investor relations experience.


European Roadshows

We help companies make the most of their programmes to reach investors in Europe by offering Investor Access on the continent through our Zurich-based affiliate.

Our studies show that European investors outside the UK currently have over £200bn invested in UK companies. It is important for UK PLCs who want to diversify their shareholder register to be able to access these markets.

We provide clients with effective Investor Access programmes in major European financial centres across Northern Europe and Scandinavia, including:

  • Zurich
  • Geneva
  • Paris
  • Dublin
  • Frankfurt
  • Stockholm
  • Oslo
  • Copenhagen
  • Helsinki

Capital Access works with our Zurich-based affiliate Leti McManus, who specialises in facilitating investor roadshows across Europe. Together with Leti we can target a wide range of investment opportunities for not just large but also medium-sized UK listed companies who are looking to expand their investor base.