Institutional Targeting

Taylor Rafferty identifies, confirms and prioritizes buy- and sell-side contacts that best support our clients' global capital markets goals. Detailed targeting methodologies are employed and results analyzed to produce targeting matrices that provide clients' finance and IR teams with a comprehensive view of capital markets opportunities in North America, Europe and Asia.

Using the industry's leading technology and research tools, combined with marketing and equity market savvy, we uniquely research and identify every possible buy- and sell-side contact based on our client's corporate and investment profile.

By providing a convenient and timely flow of information and regular face-to-face access to senior management and IR professionals, Taylor Rafferty delivers a valuable service to buy-side contacts, with no commercial strings attached. We ask in return that institutions identify their interests in our clients and provide basic information and feedback. This approach has established relationships that allow Taylor Rafferty to gather the world's most comprehensive and powerful cross-border IR targeting data.

  • Straightforward, analytically rigorous methodology provides the most detailed targeting database of market interest
  • Institutional interest identified and prioritized to guide IR resource planning and allocation of management time
  • Results provided electronically on www.cap-i.com, Taylor Rafferty's on-line IR program management platform