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Rose & Company combines senior level sales and marketing professionals with an advisory and investor relations team to provide a differentiated service to public companies. We are a unique organization with decades of experience delivering tangible results and a deep understanding of the capital markets.

Rose & Company is a sales and marketing organization for public companies

Rose & Company is a sales and marketing organization at heart, and we deploy a team of highly-experienced institutional equity salespeople to market our clients to the investment community.  By employing a consistent, disciplined approach grounded in feedback and follow through, we maximize our clients' internal resources by targeting and engaging with only the most relevant investors in order to enhance our clients' shareholder base and drive valuation.

Strategy

Define strategy to engage with investors whose mandates align with your value proposition

Outreach

Access high-quality institutional investors you are not meeting through traditional channels

Feedback

Understand investor perception and key concerns through a detailed feedback process

Follow through

Maintain consistent dialogue with current and prospective shareholders 

Senior Professionals, Delivering Tangible Results

We provide our clients a team of hiring highly-accomplished institutional equity sales people with decades of experience and relationships. In addition to helping our clients with messaging, communications and strategy, our differentiator is the ability to act as our clients’ de facto institutional equity sales team. Our understanding of the equity and debt capital markets is based on the capabilities of our accomplished investor relations and corporate communications professionals and institutional salespeople with decades of experience at the world’s largest banks.

We Offer Our Clients a Full Suite of Value-Added Services

We work with our clients to evaluate, define and execute strategies to engage with new and existing institutional shareholders. In addition to creating and maintaining relationships with the institutional investor community on behalf of our clients, we integrate additional customized services to effectively communicate our clients' investment propositions to targeted audiences. 

Strategy

Capital markets advisory

IR planning

Activist defense

Messaging

Brand audit

Message development

Presentation design

Communications

Financial

Transactional

Special situations

Reporting

Competitive analysis

Market research

Board reporting

Support

Website management

Event / NDR logistics

CRM management