•  
     
    OUR DIFFERENTIATORS
Unmatched
Commitment,
EVERY DAY.
“…It is hard to imagine a company being more responsive than The Equity Group. We have always felt like Jacuzzi Brands is The Equity Group’s only client…”
DIANA E. BURTON
FORMER VP INVESTOR RELATIONS
JACUZZI BRANDS, INC.
Acquired by affiliates of Apollo Management
Who We Are:
Longstanding, solid reputation
Our firm is one of the pioneers in IR, and has maintained a solid reputation over 4+ decades.
Hands-on, boutique approach & high level of commitment to each client
We take a very high-touch, personalized approach, functioning like an internal department of each client.
History of long-term client relationships
We care that our clients succeed, and support their success through long, trusted partnerships. This long-term view informs everything we do for our clients.
Dedicated team averaging 12 years with the firm
We have depth of experience. Our team is highly experienced, tenured, and professional, all with a keen attention to detail.
What We Do:
Professional, non-promotional investor/analyst outreach
We conduct direct outreach to investors and analysts, seek to cultivate interest, and ensure these audiences have a proper understanding of the company’s business and strategy.
Trusted advisory leveraging extensive experience
Our broad experience and long-term, partnership approach positions us as a highly trusted advisor to our clients. We function as part of the client’s team.
Best practices investor communications
We are adept at high-level investor communications, including communicating an array of complex financial matters, corporate developments, and transactions, as well as various types of financial guidance and outlook commentary.
Efficient, effective, and trusted IR solution
We know investor relations; from high-level strategy down to the mechanics of IR.
TESTIMONIALS
Electromed-EG-Case-Study-Logo
“The Equity Group has surpassed our expectations on a variety of fronts, namely their high level of engagement and responsiveness, their ability to craft communications that reflect a real understanding of our business, and the expert, frank counsel.”
KATHLEEN SKARVAN, PRESIDENT & CEO
“We at Smith & Wollensky certainly benefitted from your skills and guidance, and I as the main beneficiary am grateful. When we first went public, The Equity Group got us up and running successfully from an IR standpoint. Your expertise in investor communications and relations were certainly of value.”
ALAN MANDEL, FORMER CFO
eqg-cases-case-two-river
“They helped us properly communicate the Company’s growth and development, and introduced our story to numerous new contacts, many of which became holders. Ultimately, we sold the Company at a significant premium to book value (188%).”
A. RICHARD ABRAHAMIAN, FORMER
EVP & CFO
BEGIN YOUR IR JOURNEY