- Cogent Story
- Extensive Due Diligence
- Alternative Metrics
- Collateral Materials
- Perception Study
- Peer Group Analysis
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.
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.
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 maximize 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.
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.
Liolios Group Hires Justin C. Vaicek to Lead Natural Resources Vertical
NEWPORT BEACH, CA — December 2, 2011 — Liolios Group, Inc., a leading comprehensive financial communications firm representing micro and small cap companies across a broad range of industries, has appointed Justin C. Vaicek as head of the firm’s new Natural Resources vertical and Special Situations.
Vaicek is a veteran finance and capital markets executive with more than 18 years of experience in senior-level management, equity research, portfolio analysis, and investor relations across multiple industries, including energy and natural resources.
“We welcome Justin to our expanding team of experienced IR professionals,” said Scott Liolios, president of Liolios Group. “He brings an ideal skill-set for building quality, long-term relationships with investors, analysts, money managers and institutions. As head of our new Natural Resources vertical, he will apply his extensive knowledge and buyside experience to help our clients build and deploy comprehensive IR strategies.”
From 2005 and until joining Liolios Group, Vaicek served as senior vice president and equity analyst at Mont Pelerin Capital, a $100 million hedge fund focused on emerging growth equities. At Mont Pelerin Capital, he was responsible for sourcing new ideas, financial analysis, and managing the fund’s investments.
He previously served as vice president of equity research at Roth Capital Partners, also focusing on emerging growth opportunities. He helped raise more than $50 million in equity and debt financing for covered companies and ranked as a Wall Street Journal All-Star Analyst. He earlier held equity research positions at CIBC World Markets and Wedbush Morgan Securities.
Vaicek’s management experience for growth companies includes serving as vice president of finance and operations at Kaenon Polarized, a fast-growing consumer eyewear brand, and as vice president of finance at Educationtalk.com, a startup involved in voice, video and data communication for peer-to-peer tutoring. At both firms he was also responsible for investor relations.
“New technology for horizontal drilling and hydraulic fracturing has revolutionized oil and gas extraction in the U.S., resulting in one of the nation’s fastest growing sectors,” commented Vaicek. “And the outlook continues to strengthen; U.S. oil production is expected to reach 5.92 million barrels a day in 2012, up four percent from 2011 and the highest level since 1998.
“Demand for other natural resources will also continue to increase over the next decade as global infrastructure investment increases. Metals and mining companies in particular will benefit from a rebounding global economy. The resurging global development of natural resources is generating a vast number of attractive opportunities for investors in natural resource companies.”
“Clearly, now is the time for natural resource companies to seek high quality investor relations representation in order to be well positioned for the next period of secular growth,” said Vaicek. “Liolios Group offers a proven, well-established platform of resources upon which I can build this new vertical, and bring new and exciting investment opportunities to our key contacts in the investment community.”
Vaicek earned his Bachelors of Arts in Communication from the University of Southern California, and Master of Business Administration in Finance from the University of California, Irvine.
“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.
