We Are Your
We offer a comprehensive suite of advisory and support services to our clients with the ultimate goal of helping to create durable value.
We are your strategic partner. We build and execute customized investor relations programs focused on active shareholder engagement and value creation. We provide capital markets strategies to enable successful private company financings as well as IPO advisory programs to effectively navigate Wall Street.
Creating durable shareholder value
Our investor relations programs are highly customized and designed for consistent, proactive outreach to the financial community with a strategy in place at the outset. We strive to utilize management’s time and resources efficiently to maximize interactions with the investment community, while remaining accessible and compliant with all Reg FD requirements.
- Shareholder Engagement
- Investor Targeting
- Presentation & Graphics Creation
- Message Development
- Investor Conference Support
- Corporate Access
- Gilmartin-Sponsored Conferences
- Partnered Webinars
- Perception Audits
IPO & Capital Markets Advisory
Support at every stage of the company lifecycle
Raising capital is a process, not an event, and we provide our clients with the necessary materials, counsel, and infrastructure to ensure successful public and private financing campaigns.
- Sell Side Relationship Introductions
- Underwriter Selection Consultation
- S-1 Review and Support
- Peer and Industry News Monitoring & Analysis
- Newswire Vendor Selection & IPO Press Release Issuance
- Market Listing Advisory
- Capital Markets Advisory
- Presentation & Graphics Creation
- Private Placements
- Equity or Debt Offerings
- Special Dividends & Dividend Programs
- Stock Repurchases & Splits
Business Development Consulting
Prioritizing corporate resources to maximize value
We partner with our clients to evaluate and refine the key elements of a successful corporate strategy and determine the best opportunities and market entries for the company and its stakeholders.
- Acquisition and divestiture screenings
- Milestone setting and analysis
- Operational and financial consultancy
- Corporate resource allocation
- Crisis Management
- Market Assessment & Initial Due Diligence
- Market Sentiment Surveys
- Competitive Offering Evaluation
- Competitive Peer and Industry Analysis
- Revenue Model Creation & Valuation Reviews
- Expert Network Calls & Reports
Empowering companies to navigate their sustainability efforts with confidence
Gilmartin Group’s dedicated ESG team has extensive experience with environmental, social & governance issues, enabling us to assess, inform, and guide companies at every stage of their ESG journeys. Our healthcare focus combined with our ESG expertise gives us a unique perspective on the ESG matters that are most relevant for our clients so we can help them effectively communicate and engage with their stakeholders.
- Review and evaluate existing policies, practices and data
- Assess and benchmark ESG ratings, peer practices and investor expectations
- Identify key performance metrics and establish goals
- Customize action plans to address performance gaps
- Create ESG reports and other communications
- Educate and equip executive teams and board members for effective investor engagement
Outreach, organizational and presentation support for successful events
Gilmartin acts as your partner and aids in logistical, outreach and organizational support for both virtual and in-person KOL and Analyst Education events with the goal of deepening relationships and raising visibility with quality healthcare investors, analysts and key stakeholders.
- Event-specific company presentation; creation and support
- Event outreach and coordination for all targeted attendees
- Logistical and organizational support
An effective, innovative, and efficient construct to drive investor engagement
Gilmartin is challenging the traditional Corporate Access model to develop an effective, innovative, and efficient construct to drive investor engagement with our clients. Our strategy is designed to strategically target investors, educate and then build relationships.
- Institutional investor database for broad range of market caps
- Relationship building with key target funds and corporate access individuals
- Ongoing investor outreach, meeting scheduling and logistics
- Investment criteria tracking, meeting notes, and relevant information
- Conference calendars
- Gilmartin-sponsored conferences and events
Compelling messaging and engaging graphics to effectively communicate your value proposition
We combine our deep experience in investor communications with our expertise on your Company’s story to craft clear and compelling presentations that bring your messaging and strengths to life. Gilmartin’s in-house presentation designer will work closely with your team to deliver an effective, engaging and on-brand presentation.
- Craft key messages that communicate company’s technology and science, and clearly differentiate within the space
- Flow key messages and value proposition into clear and cohesive investor presentation deck
- Presentation template design and slide clean up
- Effective graphics and slide visuals to compliment your company’s story
Evaluate overall perception and run diligence to obtain market sentiments
Gilmartin-conducted perception audits run the diligence to obtain market sentiments and help you evaluate your company’s overall perception. Our teams are built around deep sector knowledge and long trusted relationships to give our clients the leading edge. Our perception audits give you the context within the evolving investment landscape to elevate your story, enhance engagement efforts, identify risk factors, and attract capital.
- Formal, comprehensive questionnaire process
- Identify gaps and misconceptions between your business strategy and the market’s perception as an investment opportunity
- Survey of broad, but targeted group of analysts/investors to assess views of key differentiators (strategy, operations, market opportunity, leadership credibility, key valuation metrics, etc.)
- Provides management and leadership teams with specific and actionable insights to create better alignment with the investment community and thereby improved valuation.
Our clients are leaders and innovators across the MedTech, Biotechnology, Digital Health, Life Science Tools & Diagnostic sectors
Gilmartin has a number of resources, from blog posts to webinars designed to educate and help your company achieve success.