Comprehensive Capital
Markets Navigation

We help companies navigate the capital markets by providing a platform for effective communication.

Our Approach

From Startups to Fortune 500 Enterprises

We work with exciting and dynamic businesses across a range of industries. We’ve helped more than 200 global companies raise their equity profile and unlock shareholder value.

Our Experience

We’re trusted by these awesome companies:

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We’re Obsessed with Unlocking Shareholder Value.

We provide a full suite of services that encompasses capital markets consulting, strategic corporate communications, and investor outreach and analytics. Clients find that our hands-on approach enables them to focus on executing their strategic vision.

Capital Markets Consulting

We work with clients on a range of initiatives, including IPO and M&A positioning, capital formation advisory, and shareholder activism strategies to drive equity value and multiple expansion.

Corporate Communications

Communication is more than press releases and earnings calls—it’s often your chance to make a lasting impression. We ensure all communications are clear, concise and compelling—so that every impression is an optimal one.

Investor Outreach

Our hard-earned expertise and strong buy- and sell-side relationships serve as the foundation of our proactive outreach. We leverage these relationships to ensure the right audience hears your story.

Waypoint Reporting

We understand investor relations is intangible. Our Waypoint reporting demonstrates the effectiveness of your IR program and provides a useful tool for determining the value of your IR investment.

Entrepreneurial, Accountable and Passionate. A consulting firm of a different breed.

As former portfolio managers, equity analysts and entrepreneurs, we understand challenges companies encounter in the capital markets. In 1999, we leveraged this experience to create Liolios, an investor relations firm dedicated to helping companies navigate the capital markets by providing strategic consulting and financial communications services.

Meet Our Team

Save the Date for Our 8th Annual Gateway Conference

September 4-5, 2019 – Four Seasons San Francisco