Welcome to Liolios Group

Liolios Group is a comprehensive financial communications firm focused on small-cap companies across a broad range of industry classifications. We provide a full suite of investor relations services that encompass high-level capital markets consulting, strategic messaging, industry expertise and crisis communications.


Clients find our turnkey approach unique and critically valuable as they explore ways to maximize their equity and company profile.

Featured Client

We combine deep capital markets expertise gained from years of Wall Street experience with extensive investor relations and strategic messaging capabilities.


Liolios Group is a Southern California-based strategic financial communications firm focused on small-cap companies across a broad range of industry classifications. Founded in 1999, we offer our clients a total solution that encompasses high-level capital markets consulting, strategic messaging, industry expertise and crisis management. Our global client base finds our comprehensive approach unique and critically valuable as they explore ways to maximize their equity and company profile.

Development
RIGHT MESSAGE
  • Cogent Story
  • Extensive Due Diligence
  • Alternative Metrics
  • Collateral Materials
  • Perception Study
  • Peer Group Analysis
Development
RIGHT MESSAGE
Given our extensive experience in investor relations, equity research and portfolio management, we understand the minds of Wall Street and will communicate the key metrics that most effectively tell your story.
Design
RIGHT AUDIENCE
  • Extensive Investor Database
  • Long-term Relationships
  • Global Non-deal Road Shows
  • Peer Group Analysis
  • Cross Holdings Report
Design
RIGHT AUDIENCE
Our team leaders each have 12-15 years of experience in investor relations, providing an established gateway between your company and investors that is supported by major influencers in the financial community.
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RIGHT EXECUTION
  • Premium Valuations
  • High-Quality Shareholder Base
  • Properly Managing Expectations
  • Clear & Consistent Messaging
  • Realistic & Achievable Guidance
  • Increased Visibility
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EXECUTION
Premium valuations and a high-quality shareholder base are achieved through persistent and well-targeted delivery of your message.

Why We Do It

As former portfolio managers and equity analysts, our professionals have a passion for unlocking value in small-cap companies. We believe the small-cap universe encompasses unique stories that are largely underfollowed by Wall Street. Our role is to be the gateway for our clients to the institutional investment community as they execute on their business model and command a superior market valuation.



Focused Approach

There are three integral parts to every successful Liolios Group partnership: the "Right" Message, the "Right" Audience, and "Execution." Clients find the successful execution of these three principles maximizes value for their shareholders.

Concentrated Team

Liolios Group operates as a highly selective team that conducts a tremendous amount of up-front due diligence before every potential client. The result: a truly comprehensive and focused engagement. Liolios Group clients interact with our team of professionals that each brings valuable and real-world expertise to the many objectives encountered in the investor relations process.



Accountability

Liolios Group believes we should be held accountable for our performance and will prepare quarterly progress reports and market evaluations that address client goals and objectives. Our clients find these reports provide invaluable insight into the effectiveness and reach of their proactive investor relations campaign.

Investor Relations is Not an Event — It's a Process. Liolios Group's core services can be categorized into three competencies:

More than Investor Relations —
Capital Markets Consulting.


In today’s marketplace, companies are increasingly competing for investors’ capital and mindshare, and we believe the term “Capital Markets Consulting" better describes our services.

Liolios Group executives provide a gateway between our clients and the investment community, built upon comprehensive services beyond traditional investor relations, including strategic advisory, IPO positioning, perception studies and transaction communication.

Key Ingredients Include:

  • Conducting extensive due diligence prior to engagement
  • Leveraging our proprietary investor database to facilitate introductions
  • Scheduling road shows
  • Procuring invites to investor conferences
  • Identifying alternative metrics on which to value your business
  • Providing quarterly progress reports and market evaluations measuring client goals and objectives

How Effectively Do You Communicate Your Story?


A well-told story is the lifeblood to a company's investor following. With proven experience in journalism and corporate communications, Liolios Group's production team helps companies effectively position their stories through a variety of channels.

Materials Used to Assist:

  • Corporate profile
  • Investor presentation
  • Press releases
  • Pre-earnings call surveys
  • Earnings scripts
  • IR website coordination

Consistent Messaging in Challenging Situations.


Liolios Group brings a methodical approach towards the assessment of a company’s vulnerability during times of crisis. We begin with the formation of a proactive strategic communications program targeted at major stakeholders and the sell-side community. We then conduct simulations of the plan to help further refine the message and instill confidence throughout the team. And when crisis situations do arise, we work alongside management to execute upon the plans and procedures put in place. We find this proactive stance during times of crisis mitigates adverse effects to a client’s reputation and financial position.

Crisis Situations Handled:

  • Mergers & acquisitions
  • Management changes and resignations
  • Executive transitions
  • Activist shareholders
  • Corporate downsizing
  • Corporate re-branding
  • Bankruptcy filings
  • Hostile tender offers

Liolios Group has represented more than 100 small-cap global companies in a wide array of industry verticals.

  • Consumer / Retail
  • Business Services
  • Digital Media / Software
  • Healthcare / Bio Pharma
  • Clean Technology
  • Technology
  • Natural Resources / Special Situations

  • Testimonials

“Reflecting back on our engagement, it is clear to us that Liolios Group has unparalleled institutional contacts within the small cap universe. They provided a detailed campaign not usually consistent with an outsourced solution. I would highly recommend Liolios Group for a company's investor relations program.”

Frank Henigman
CFO - Rubio's Restaurants, Inc.



“Liolios Group blended the hands-on qualities found at a boutique firm with the deep relationships one would expect from a larger firm. I would highly recommend their team for a company’s investor relations program.”

Sean McCarthy
Ex-CFO Diedrich Coffee