ABOUT US
ABOUT THE EQUITY GROUP
Since 1974, The Equity Group has operated as an Investor Relations firm specializing in comprehensive, strategic IR for small-to-mid-cap public companies, pre-IPO companies, and SPACs. Our personalized, hands-on approach and strong client relationships allow us to build and communicate stories, connect companies with investors and analysts, and implement holistic investor relations programs.
As a team averaging 12 years with the firm, we work closely with one another to develop and execute programs that help our clients gain exposure to the right audiences in the investment community.
We are continuing to evolve, but remain committed to our founder, Bob Goldstein’s legacy, and our roots as a hardworking, relationship-focused, results-driven boutique Investor Relations firm.
OUR FIRM
48 Years
Focused on IR
7 Years
Average Client Tenure
12 Years
Average Employee Tenure
HOW WE WORK WITH COMPANIES
Your External IR DepartmentFor many of our clients, we handle the entire investor relations function, soup to nuts.
We interface seamlessly with all aspects of the organization across departments and all seniority levels, and serve as a primary point of contact with outside stakeholders.
Your Expert IR Advisor, and MoreFor other clients, we augment internal resources, whether they have a dedicated IR professional, or someone who “wears multiple hats.” They rely upon our firm’s extensive experience, broad and deep network of buy-side and sell-side contacts, and multitude of resources. They value our expertise in messaging and communications, best practices approach to IR, investor/analyst targeting and engagement, market intelligence, and advisory.
Regardless of how we work with a company, everything we do is fully customized for each individual client’s profile, needs and goals. Oftentimes what clients value the most is our outside perspective formed by working with hundreds of evolving small-cap companies over the past five decades.
OUR DIFFERENTIATORS
With a highly personalized, hands-on approach and a dedicated, tenured team, we guide and support our clients’ investor relations over the course of long-term partnerships.
WHO WE ARE:
WHAT WE DO:
INDUSTRY EXPERTISE
The Equity Group has a history of long-term, trusted IR partnerships with compelling companies in various sectors including:
- Basic Materials
- Business Services
- Cleantech
- Consumer
- Education
- Energy
- Financial Services
- Healthcare
- Insurance
- Industrials
- Real Estate
- Technology
OUR GUIDING PRINCIPLES
COLLABORATIVE, EFFECTIVE CLIENT RELATIONSHIPS AND THE HIGHEST LEVEL OF COMMITMENT
Deep, collaborative, and long-term relationships with clients are cornerstone to what we do. Through these partnerships, we are able to provide real added value to our partner companies.
Supporting Our Team
At The Equity Group, we know that we can only succeed if we foster a supportive work environment and family company culture.
Depth and Experience
We provide senior-level attention to every client. Now in our 5th decade, we have a history of delivering excellent strategy, written communications, outreach and advisory.
LONG-TERMISM
We take a long-term view on all aspects of our clients’ IR, from crafting communications, to the introductions we make, to the counsel we provide in an array of areas.
CLOSE-KNIT GROUP & STRONG WORK ETHIC
Our clients benefit from our tight-knit dynamic, as our team collaborates to leverage our network for every client, and problem-solve with our collective experience. We strive to go above and beyond for our clients, pouring time, resources, and brainpower into understanding their businesses and their positioning within their markets. This enables us to tell their stories accurately and effectively, to the right audiences.
TESTIMONIALS
“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 CFO
“Your firm has been integrally involved on so many fronts, including our website, an array of written communications, and media contact work, while providing insightful advice. Meticulous, competent, responsible and responsive are the words I would use to describe your firm.”
RUSSELL GREENBERG, FORMER EXECUTIVE VP & CFO
“As I had expected, Sterling has been very satisfied with the quality of the work, breadth of contacts, and the responsiveness of the firm. We expect to continue with The Equity Group and to expand its role as Sterling grows.”
MAARTEN D. HEMSLEY, FORMER DIRECTOR & CFO
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