- Cogent Story
- Extensive Due Diligence
- Alternative Metrics
- Collateral Materials
- Perception Study
- Peer Group Analysis
Liolios Group is a comprehensive financial communications firm focused on micro to mid-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.
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 highly selective and comprehensive investor relations firm specializing in micro to mid-cap companies across a wide range of industries. 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.
Why We Do It
As former portfolio managers, analysts and bankers, our professionals have a passion for unlocking value in small to mid-cap companies. We believe the small to mid-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.
There are three integral parts to every successful Liolios Group partnership: the "Right" Message, the "Right" Audience, and "Execution." Clients find the successful achievement of these three principles maximizes value for their shareholders.
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 bring valuable and real-world expertise to the many objectives encountered in the investor relations process.
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.
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.
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.
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.
An effective capital markets strategy should target investors on both sides of the border in order to maximize awareness, breadth of ownership and trading liquidity. But navigating the broader capital markets can be daunting without a trusted partner. This is where we can help. Liolios Group provides Canadian issuers with extensive outreach capabilities in the U.S. and Canada, coupled with proven capital markets advisory and core IR services. Our Canadian clients are served by our Toronto office, as well as by our U.S. based sector specialists and capital markets professionals.
For Canadian issuers, we differentiate ourselves by providing a full-service, cross-border IR platform:
Our Canadian operations are led by Wojtek Nowak. Wojtek has nearly 15 years of experience in equity research, asset management and investment banking in the Canadian capital markets. His extensive experience has allowed him to build a deep network of Canadian buy-side and sell-side relationships.
Prior to joining Liolios Group in 2013, Wojtek played key roles on the equity research teams of Fraser Mackenzie, Blackmont Capital and Research Capital. In 2012, he was ranked #1 sector earnings estimator and #8 overall earnings estimator in Canada by Thomson Reuters/StarMine. Wojtek also worked as a senior research analyst for global hedge fund, SGS Group, as well as an investment banker with U.S. based Houlihan Lokey.
Wojtek is a CFA charterholder and holds a Partners, Directors and Senior Officers accreditation. He is a Dean’s List graduate from the Richard Ivey School of Business HBA program.
“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.”
CFO, Rubio's Restaurants
“The Liolios Group is really great and, depending on where a company is in their business posture, they can benefit tremendously from their skills and personnel. Diedrich’s shareholders were the real winners and our management was able to focus relentlessly on the business while Liolios Group did their thing. I would be delighted to tell our story to anybody who was considering Liolios.”
Former Vice Chairman, Diedrich Coffee
“Based on a solid recommendation from our investment banker and top shareholders, in May 2011 we engaged Liolios Group to develop a new investor relations program. From outset we were impressed by their effort to create a well defined, accountable process, and this formed the foundation for what eventually proved to be a very effective IR campaign.”
Chief Executive Officer, Dreams
About the Gateway Conference
The annual Gateway Conference provides institutions, portfolio managers, analysts and brokers with a unique opportunity to gain insight into small-cap growth companies from a broad range of industries, from Business Services, Clean Technology and Consumer & Retail to Digital Media & Software, Life Sciences, Natural Resources and Technology.
The conference features presentations, Q&A sessions and one-on-one meetings with management.
2013 Gateway Conference Recap
More than 50 publicly-traded companies presented, and 300+ institutional investors, analysts and money managers enjoyed more than 600 one-on-one meetings with senior management, in addition to the well-attended opening and closing receptions.
2013 Conference Book
The conference book is available here.
2012 Gateway Conference Recap
Nearly 50 publicly-traded companies presented, and 250+ institutional investors, analysts and money managers enjoyed more than 400 one-on-one meetings with senior management, in addition to the well-attended opening and closing receptions.
2012 Conference Book
The conference book is available here.
Gateway Conference Website: www.gateway-conference.com