Strategic Advisory Services

CORE IR provides a wealth of strategic advisory services that address a wide array of both public and private company objectives.

  • Targeted Insightful Counsel
  • Business Plan Enhancement
  • Pre/Post IPO Needs Analysis
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Targeted Insightful Counsel

CORE IR provides a wealth of strategic advisory services that address a wide array of both public and private company objectives. Our strategic advisory services facilitate introductions to our incomparable relationships with Investment Bankers, Institutional Investors, Portfolio Managers, Family Offices, and Registered Investment Advisors in service to the unique objectives of each client across the expanse of capital formation, strategic growth, and corporate structure. Our strategic advisory team represents decades of in-the-trenches expertise in banking, syndicate and all manner of capital formation and provides expertise on:

  • Capital Markets
  • Market and Financing Strategies
  • Pre/Post IPO Needs Analysis
  • Uplisting Support
  • Business Plan Enhancement
  • Corporate Structure
  • Board/Executive Team Composition
  • J.V. & Strategic Opportunities

Business Plan Enhancement

Stewarding through the complete Deal roadshow process; from IPO’s to Secondaries, SPAC’s, Reverse Mergers and more. Our team of senior chartered financial analysts and senior equity research analysts, former bankers, syndicate, and buy and sell-side financial market professionals provide incomparable insights and strategic perspectives. Our strategic advisory services often precede our full lR engagements, providing both the catalysts for and the experience-led practical basis of continued support throughout the post-listing or transaction needs.

Additional Services

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Investor Engagement

Clients experience the CORE IR difference through our delivery of the most effective capital formation, investor growth, and market exposure results through extensive relationship development. 

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Corporate Comms

Effective investor and corporate communications are core deliverables that serve as a foundation for our strategic success.

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Program Management

We conduct regularly scheduled weekly or bi-weekly client team strategy review calls to evaluate plans/strategy, discuss feedback and calendar, and upcoming editorial events.

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Practice Areas

Experience matters. Our team is well equipped to support investors across multiple industries.

Experience the Difference Today.

Raise Visibility. Expand Awareness. Increase Shareholder Value