SafeRock Optimizes Shareholder Strategy for $30+ Billion Firm

Situation

A $30+ billion dollar international corporation wanted to improve its US investor profile as well as increase liquidity and shareholder value. The company is of the top ten globally in its sector. The company has international operations in 30 countries.

Approach

We advised the CEO and the investor team and laid out a strategy including a detailed, vetted target list of over 500+ investors and funds. We prepared confidential briefings for the CEO, conducted fund research, developed investor presentations, and arranged for meetings.

Results

• As a unified team, we generated greater investor engagement and higher market valuation.

• SafeRock confidentially advised the CEO and executive team.

• We provided focused targeting for investors that increased market liquidity and valuation.