Investor Awareness

Capital Markets Development

CG CAPITAL is a capital markets development firm focused on enhancing investor awareness for public and private companies.


We specialize in connecting small and emerging companies with investors who seek overlooked value and long-term growth.

60%
of small-cap alpha is generated from companies under $500M market cap. (Furey Research Partners, 2023)
66%
of small and micro-cap companies have no sell-side coverage. (FactSet / Capital Group, 2022)
60%
of U.S. public companies are small-cap. (CRSP, 2023)
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THE DIFFERENCE

TAKING THE
TOUGH 
CALLS

You run the business — we handle the investor.

Your team doesn’t have time to field every investor inquiry or manage the daily cadence of market-facing communications — and you shouldn’t have to.

CG Capital acts as a strategic buffer between
management and the investment community,
ensuring that investor expectations are met while
your team stays focused on execution.

We respond on your behalf, manage key follow-ups, and deliver insights that matter — so your investors feel heard, and your team stays informed.

  • cg-checkFrontline Investor Management
  • cg-checkStrategic  Engagement Filtering
  • cg-checkReal-Time Sentiment Feedback
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PROACTIVE
ENGAGEMENT

Micro-caps need a cadence — not a campaign.

Our Capital Markets Development (CMD) programs are built around a steady, strategic cadence of investor communications. We keep existing shareholders engaged with timely updates, while continuously introducing your story to new, well-aligned investors who are actively deploying capital into underfollowed opportunities.

By combining targeted analytics, customized outreach, and proactive messaging, we ensure that your story doesn’t just get told — it gets remembered, tracked, and acted on.

  • cg-checkTargeting Analytics
  • cg-checkDedicated CMD Associates
  • cg-checkProactive Marketing Materials
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OUR SERVICES

We help companies connect with the right investors — consistently, credibly, and strategically. 


Investor Relations + Capital Markets Strategy

We bring Wall Street experience to the table — but tailor it to fit growth-stage healthcare companies. Our senior professionals work directly with management to shape investor strategy, prioritize outreach, and filter day-to-day noise. From earnings calls to investor Q&A, we act as an extension of your team.

Investor Targeting & Outreach

We connect companies with the investors that matter — not just the ones who take meetings. Our database includes over 1,600 sub-$1B institutional and family office investors across the U.S. With a focus on behavioral targeting, we introduce your story to those most likely to engage.


IPO + Transaction Advisory

We've successfully guided hundreds of healthcare companies through each step of the IPO process, including profile-raising and positioning ahead of key transactions. We've advised on a multitude of capital raising and acquisition transactions, and we've supported hundreds of CEOs and management teams facing complex capital markets decisions.

InvestorMedia + Digital Amplification

From CNBC interviews to targeted digital media, we amplify your story beyond the institutional roadshow. Our team arranges milestone-driven media coverage, thought leadership pieces, and digital campaigns that boost awareness and drive traffic, without interfering with your existing PR efforts.

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WE DRIVE VISIBILITY

CG Capital's extensive network of investor relationships within the institutional and non-institutional investment community is one of the firm's most powerful assets.

INVESTOR VISIBILITY THAT STICKS

From tailored investor targeting to constant outreach, we help you stay visible between catalysts, not just around earnings calls or press releases.

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WE DON'T WAIT FOR INTEREST. WE CREATE IT.

Focusing on the sub-$1 billion AuM investor globally.


We maintain curated relationships with several investors, including family offices, small funds, and emerging managers, organized by what they actually invest in, not just who they are.

Equity research reports built for under-the-radar stories.

Our independent research coverage is designed to spotlight compelling micro-cap stories often ignored by traditional sell-side analysts — and is distributed across major investor platforms.

An underserved Investor Focus


We specialize in targeting smaller institutions, family offices, and crossover investors who are actively seeking underfollowed stories — not just the same top-tier funds everyone chases.

MESSAGING BUILT FOR CAPITAL MARKETS

We apply an investor’s lens to every communication — ensuring your story resonates with the right mix of generalists, specialists, and long-term capital.

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YOUR SCIENCE IS COMPLEX. YOUR MESSAGE SHOULDN'T BE

Presentations, earnings scripts,  and websites crafted for clarity and cadence

We translate complex narratives into sharp, investor-ready materials that reinforce your message consistently across every stage of engagement.

Press releases and investor updates tied to long-term positioning


Every announcement is shaped to reinforce your investment thesis — not just report news — helping investors connect the dots from milestone to momentum.

Social, media, and digital strategies aligned to investor behavior

We deploy message-driven content across the platforms where investors pay attention — from investor calls to StockTwits to LinkedIn.

RUN YOUR BUSINESS, WE HANDLE INVESTORS

From screening inbound calls to coordinating roadshows, we manage the investor-facing workload so you can stay focused on operations, milestones, and strategy. Our hands-on team handles meeting logistics, follow-ups, reporting, and sentiment tracking, making sure no opportunity slips and no distraction slows you down. We’re not just advisors — we’re part of your external-facing team.

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FEWER DISTRACTIONS. SMARTER CONVERSATIONS.

Filtered Inbound & Investor Management

We qualify investor inquiries, respond on your behalf, and ensure only the right conversations reach your desk.

Meeting Logistics & Roadshow Support

From non-deal roadshows to investor teach-ins, we manage scheduling, materials, and follow-through so every meeting adds value.

Reporting & Market Intelligence

We deliver quarterly reports, investor insights, and peer intelligence to help you understand how your message is landing — and where to adjust.

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CLIENT TESTIMONIALS

CG Capital's extensive network of investor relationships within the institutional and non-institutional investment community is one of the firm's most powerful assets.

Chief Financial Officer
Steve Armond
Health TrackRx

"CG has a strong understanding of the investment community and has familial relationships throughout the healthcare industry. It quickly helped us take a fresh approach to communicate our story with the right audience. The team has a tremendous, positive attitude and was a pleasure to work with over the past years. I would highly recommend their services to other small-cap healthcare companies."

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Chief Executive Officer
Dan Goldberger
electroCore, Inc.

"CG is incredibly well connected with an amazing work ethic. The team consistently comes up with effective, creative solutions."

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Chief Executive Officer
David Boone
American CareSource Holdings

"CG is a very knowledgeable and capable IR firm. They effectively helped us position our story to the marketplace and have been helpful in crafting an IR strategy for our firm."

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Senior Vice President
Thomas Keresztes
Refco Securities

“CG Capital is for companies seeking an experienced and effective communicator in the Investor Relations field. The team is staffed with consummate professionals that are responsive, polished, communicative, and understand large, complex, dynamically-changing global companies and articulate matters with clarity. The company's experience and tact make it a very solid communicator and advocate for client interests.”

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THE TEAM

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Rich
Cockrell
Founder
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Eric
Beder
Equity Analyst
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Ralph Dickerson III
Managing Director
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Grant Weingarten
Managing Director
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Joy
Willis
Director

Since founding CG CAPITAL in 2008, Rich has advised publicly traded and pre-IPO companies on market engagement strategies, helping them refine their investment narratives, expand institutional ownership, and execute capital-raising initiatives. His work has directly led to over $500 million in financings, facilitated successful M&A transactions, and strengthened institutional investor engagement through targeted outreach and strategic positioning. Rich has also held senior investor relations and finance leadership roles at Kinetic Concepts (KCI), Matria Healthcare, ING Americas, The Home Depot, and El Paso Corporation, where he managed Wall Street communications, drove corporate finance strategies, and played a pivotal role in multi-billion-dollar M&A transactions and capital raises. Earlier in his career, he was an equity research analyst at UBS and Jefferies & Co., covering energy and industrials, where he developed valuation models, conducted investment thesis development, and advised on IPOs and follow-on offerings.

Prior to joining CG Capital, Eric M. Beder was a Equity Research Analyst for over twenty years at leading investment banks such as Ladenburg Thalmann, Brean Murray, Wunderlich Securities and B. Riley/FBR, among others, focusing on consumer goods and special situations, including medical, technology and mining. Mr. Beder is a three-time Wall Street Journal Best on the Street winner (in the Apparel and Specialty Retail categories) and two-time Starmine/FT Award winner for stock picking in the Textiles, Apparel & Luxury Goods categories. Prior to transitioning to an equity research analyst role, Mr. Beder worked in the commercial real estate and investment banking field. Mr. Beder received his M.B.A. from The Haas School of Business at the University of California-Berkeley and his B.S., with a major in Accounting/Finance, from The Wharton School of the University of Pennsylvania.

Ralph brings over 25 years of experience advising corporate and government clients on financial, strategic, and capital markets initiatives. He has led the structuring and execution of complex public-private partnerships, bridging public sector priorities with private sector innovation and investment. His career includes leadership roles at Bear Stearns, Lehman Brothers, and WWA Capital Partners, as well as serving as Head of Strategic & Alternative Investments for the City of Atlanta. Ralph has advised across diverse sectors and executed transactions exceeding $53 billion, spanning principal investments, capital raises, and complex M&A mandates. His expertise in leveraged buyouts, special situations, and innovative financing solutions positions him as a trusted advisor in both public and private markets.

Grant is a seasoned finance professional with extensive experience in investment banking, corporate access, and capital advisory. As Vice President of Business Development at JonesTrading, he led ECM sales and corporate access, significantly increasing investor interactions and banking activity. Previously, he founded and led Stokeswood Capital, advising startups and early-stage companies on capital raises. Grant has also held roles at LifeSci Advisors, Constellation Capital Group, and Vulcan Materials, where he specialized in investor relations, M&A targeting, and land acquisition. He holds an MS in Global Medicine from USC and a BS in Cellular, Microbial, and Molecular Biology from Auburn University.

Joy is a seasoned investor relations professional with a strong track record in supporting publicly traded companies across diverse industry sectors. With extensive experience in corporate strategy, shareholder communications, and financial reporting, she has successfully managed relationships with C-suite executives, institutional investors, and analysts. Her expertise includes developing investor pitch materials, conducting proactive outreach, and facilitating financial reporting processes to ensure regulatory compliance and strategic messaging consistency. Having held leadership roles at firms like KCSA Strategic Communications, Tryp Therapeutics, and Solebury Trout, Joy excels in market research, investor engagement, and corporate messaging strategies that drive long-term shareholder value and market visibility. She holds a BA in Environmental Science and Policy with Biological Sciences from Florida State University.

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ENGAGE US

IF YOU'RE NOT APPEARING, YOU'RE DISAPPEARING