S3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

The Small-Mid-Cap landscape has changed drastically in recent years, and targeting is a key concern for companies looking to reduce stock volatility, build new relationships, and grow their company. In this episode of Winning IR, Mark Fasken sits down with Jonathan Paterson to discuss how mid-cap companies can build effective targeting and outreach strategies. Listen to the full episode to learn more about:Common objectives in investor outreachIncreasing institutional shareholder baseTargeting hedge funds and family officesIncreasing liquidity by targeting hedge funds and family officesThe importance of clear communicationTargeting strategies for small-mid-cap companiesIncorporating existing data into engagement strategiesThe role of social media in IRCrafting the perfect investor outreach emailAnd moreWinning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir