How we help
A disciplined path from a broad market to the right investor targets.
LS Global Advisors identifies institutions for clients to prioritize in their investor-relations efforts. The process combines real-time shareholder intelligence, peer-ownership data, proprietary investor databases, and experience with the buy-side community.
A quantitative screen considers factors such as capitalization, growth, profitability, valuation, industry preference, geography, social-investment criteria, and corporate-governance issues. A qualitative review then applies market knowledge and investor relationships to refine the result.
The review filters out investors that may lack buying capacity or otherwise be a poor fit, and can also identify current shareholders with underweight positions. Qualified targets may include reputable hedge funds when they meet the client’s criteria.