Areas of Expertise
Day to Day Advice
We work with our clients on a day-to-day basis and during their most important and demanding events. We help Boards and senior leadership teams interpret developments in capital markets relating to their businesses.
We advise and assist clients by:
Refining the investment proposition
Contributing to press releases and investor presentations
Testing potential investor reactions to strategy changes
Devising investor relations programs, including investor targeting
Previewing likely investor responses to capital structure changes and returns
Advising on likely investor responses to governance and remuneration issues
Setting M&A in a strategic context
Share Register Analysis
Our in-depth analysis of share ownership is based on our register analysis systems which have been developed over three decades. We provide:
Regular register analysis, including comparison with our model of the ownership of UK plc
Daily tracking at critical times, including M&A, activist intervention and capital returns
AGM voting intelligence
Makinson Cowell’s flagship product is its proprietary Investor Study. This comprehensive, broad-ranging and impartial assessment provides a company with a view of how investors perceive its business, competitive positions, finances, leadership and Board, communications and the valuation of its shares. It forms the basis of insights into how shareholders might react to future strategic moves, and how the company could strengthen its relationships with shareholders and potential investors.
Our Investor Study typically includes:
Detailed non-attributable qualitative interviews with leading institutional investors
A quantitative assessment of the company’s performance and valuation in absolute terms and relative to peers and the capital markets
Analysis of the ownership of the company with contextual comment
A review of the company’s investor relations program, with reference to a comparable group
Based on our findings, we provide recommendations on investor relations and communications.