PORTMAN RIDGE
Portman Ridge is a publicly traded, externally managed investment company structured as a Business Development Company (BDC).
THE START
  • Commenced services in July 2020.
  • Market cap: just under $100 million.
  • Two firms covered Portman in research; 35% of shares institutionally held.
KEY ASPECTS OF OUR WORK
  • Developed a new investor slide deck to clearly communicate Portman’s story. Update the deck quarterly.
  • Draft earnings materials including news release, conference call script, and deck; develop Q&A prep materials.
  • Draft all corporate announcements.
  • Introduce management to relevant sell-side analysts and investors.
  • Organize individual and group meetings.
  • Secure and manage conference presentations.
  • Help maintain productive relationships with covering analysts; collaborate to coordinate NDRs hosted by covering firms.
  • Provide an array of customized market intelligence on a range of topics, including a comprehensive BDC peer analysis report.
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RESULTS
  • Institutional ownership: expanded to roughly 50% of shares outstanding.
  • Additional research coverage: coverage initiated by Oppenheimer; other firms considering coverage.
  • Market cap: reached $236 million.
  • Average daily trading volume: doubled since our engagement.
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