APOLLOMED
Apollo Medical Holdings is a physician-centric, technology-powered healthcare company focused on enabling providers in the successful delivery of value-based care.
“The Equity Group has played a crucial role in helping ApolloMed navigate the complex world of investor relations and get us to where we are today. It does not go unsaid that The Equity Group has helped us achieve key milestones such as developing our company website, attaining analyst coverage, and launching our inaugural ESG report. Our team at The Equity Group worked closely with us to craft our investor messaging and communications strategy while managing an active investor outreach program that included valuable meetings and conferences. Their expertise, strategic guidance, and unwavering commitment have been instrumental in achieving our company’s goals and objectives. We have particularly appreciated their responsiveness, professionalism, and ability to adapt to our evolving needs.”
Brandon K. Sim
Co-CEO
Apollo Medical Holdings, Inc.
NASDAQ: AMEH
“When we engaged The Equity Group, we felt that ApolloMed was significantly undervalued and unnoticed. We wanted a substantial change to our investor relations strategy, with a partner willing to roll up their sleeves and jump into the trenches with the management team. In short order, our Equity Group team lead applied best-in-class investor relations expertise with a hands-on and tireless approach and provided the critical investor relations elements necessary to properly position us in the marketplace. The Equity Group helped us revamp and clarify our story with potential investors, many of which ultimately became shareholders. Less than nine months later, our shares had appreciated more than 5 times. The Equity Group has the rare ability to make each of their clients feel like they are their only client and continues to ensure the clear communication of the shareholder value creation at ApolloMed.”
Eric Chin
Former Chief Financial Officer
Apollo Medical Holdings, Inc.
NASDAQ: AMEH
THE START
  • Commenced services in October 2020.
  • Market cap was approximately $800 million and 90-day moving average daily volume approximated 100,000 shares.
  • Approximately 10% institutional ownership.
Our Role
  • Developed / managed all facets of ApolloMed’s IR program, including planning and managing strategic communications and outreach.
  • Created a new, comprehensive investor presentation to communicate the ApolloMed story; update the deck regularly.
  • Managed the development of a new corporate website.
  • Helped initiate the practice of hosting quarterly earnings calls, develop all earnings materials, advise management on Q&A, and manage the entire process each quarter.
  • Drafted corporate development announcements.
  • Introduced potential investors and analysts to the story; arranged and participated in meetings with management (virtual/in-person).
  • Secured/managed an active schedule of well-regarded investor conferences and NDRs.
  • Served as a trusted contact; handle phone and email inquiries from investors.
  • Provided advisory on a range of subjects related to public company life.
  • Provided market intelligence on an array of company and peer matters.
  • Handled IR logistics including arranging quarterly conference calls, coordinating conferences and NDRs, fulfilling requests for investor materials, and maintaining the email list.
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RESULTS
  • Market cap topped $4 billion one year into relationship.
  • 90-day moving average daily volume exceeded 600,000 shares one year into relationship.
  • Introduced the Company to a number of institutions that became shareholders. Institutional holdings grew to approximately 30% of shares outstanding.
  • Research coverage initiated by Colliers, Barclays, William Blair and Lake Street Capital Markets.
  • Ongoing dialogues with analysts covering the value-based care space that have resulted in NDRs and attendance at healthcare-focused investor conferences including Credit Suisse, Jefferies, JP Morgan, RBC, and UBS.
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