Rose & Company

Rose & Company is a leading independent capital markets advisory firm headquartered in New York. We offer strategic counsel and tailored solutions to help companies increase market valuation. Serving a broad range of companies across industries and geographies, we employ a forward-thinking approach to investor engagement and acquisition, leveraging significant experience and broad relationships within the investment community. We align our interests with those of our clients and focus on creating long-term value by identifying, engaging, and building relationships with high-quality, long-term investors. 

Investor Access

We optimize the resources our clients allocate to investor marketing through a comprehensive program that maximizes awareness, generates positive investor response, and ultimately leads to increased market value and liquidity.

  • Investor Qualification: We deploy our proprietary process to qualify investors whose investment criteria align with your company's value proposition. This process is predicated on a rigorous, data-driven foundation that extends beyond traditional investor targeting methodologies.
  • Investor Outreach: We deploy a sales team of senior Wall Street professionals to conduct direct outreach to a curated selection of investors and arrange meetings with decision-makers.
  • Investor Feedback: We gather and leverage investor feedback to continually refine your messaging and tier investors for follow up.
  • Follow Through: We establish a marketing pipeline to encourage and sustain dialogue and engagement from initial interest to shareholder conversion.

Reporting & Analysis

We produce a variety of reports providing important insights and competitive intelligence for our clients. Report types include:

  • Shareholder Reporting
  • Sell-side Analysis
  • Performance Analysis

Corporate Advisory

We work with our clients to evaluate, define, and execute complementary strategies to enhance their efforts to engage with new and existing institutional shareholders. Services include:

  • Investor Relations Strategy
  • Messaging Audit
  • Presentation Development
  • Financial Communications
  • Outsourced Investor Relations Services
  • Investor Days & Other Events



Grace Andonian, Associate
O: (212) 517-0828
1 Rockefeller Plaza, Suite 1706
New York, NY 10020