T: 877.889.1972 F: 678.669.1925

Investor Awareness.
Analyst Development.
Capital Markets Intelligence.

CG Capital is a capital markets development firm focused on enhancing investor awareness for small-to-midcap companies.

We align a company's strategic goals to an institution's investment thesis and fundamentals to create a sound, long-term investment objective.


Market capitalization impacted by GOOD investor awareness


Market capitalization impacted by POOR investor awareness


Management NOT IN SYNC with investors & analysts          

Rely on Us


Exclusively experienced Senior Professionals dedicated to attentive, prompt service will manage your business.


Our extensive network within the investment community enables us to target the right institutions that will support your company in the open market and provide research coverage.


Our capital markets experience enables us to combine equity analyst insight with non-traditional investor relations practices to build your company’s presence in the financial markets.

What We Do

Relationship Building

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. Our ability to identify and match the best investors with the right clients is where we add the most value. Focusing on the right investors, we align our clients with investors that are most likely to become shareholders.

We provide value with the following activities:

33% of corporates are developing shareholders internationally...

Executing an international,
targeted buy-side, sell-side and retail awareness campaign that focuses on relevant valuations and liquidity.

Only 26% of corporates use social media actively for investor engagement...

Enhancing investor awareness by developing and distributing equites-focused content to notable investor sites such as; Seeking Alpha, Street.com and Motley Fool.

10% of corporates leverage the media for investor outreach...

Extending awareness efforts through media placement opportunities on national networks such as; CNBC, FOX Business and Bloomberg TV.

Message Matters

Being descriptive about your company is different from being convincing to investors. Describing your company is easy; convincing investors is difficult. At CG Capital, we build an investment thesis that mitigates the perceived valuation risks, while outlining the potential catalysts of your company’s stock.

We Provide value with the following activities:

Developing an investment thesis and key messages that are consistent with corporate strategy.

Preparing conference call scripts and preparation tools for management complete with anticipated questions and suggested answers.

Drafting and editing of financial releases and other investor-related communications.

Support = Success

When it comes to dealing with pressing corporate or investor relations matters, such as communicating an earnings shortfall, coping with new SEC rules, or anticipating how the investment community will react to a potential M&A transaction, we have the knowledge and expertise necessary to provide insightful counsel. The principals of CG Capital regularly engage with key members of the investment community to gauge changes in investor sentiment and to understand the investment community’s reactions to various company strategic initiatives.

Other consultative benefits include:

Senior-level insight into dealing with corporate investor relations issues.

Feedback from meetings and follow-up interviews to continuously update campaign messaging.

Counsel on regulatory matters (i.e. Reg FD, Sarbanes-Oxley).

The Difference


Your management team has a business to run. Most of our clients do not have the time and resources to be proactive and manage the critical, day-to-day interactions that most investors demand. Our proactive investor relations program serves as a buffer between management and their overly frequent interactions with the financial community.

We provide a timely response to the investment community on behalf of your management team, which goes a long way toward keeping investors satisfied with the attention they rightly deserve. We then follow up with immediate feedback to your management team.

The primary objective of our Capital Markets Development (CMD) initiative is to seed relevant investor interest. To ensure its efficiency and success, we monitor investor activity and money flows within our clients’ respective business sectors to identify new investors that will be the most likely to invest in your company. Our CMD initiatives provide the most effective measure in delivering results. Included in our CMD campaigns are:

Targeting Analytics

Dedicated CMD Associates

Proactive Marketing Materials

The Team

Rely on Us

Rich Cockrell


Rich Cockrell has a combined 20+ years experience in investor relations and as a Wall Street analyst. He has managed Strategic Finance, Financial Planning & Analysis and Investor Relations activities at Fortune 100 and 1000 companies such as Kinetic Concepts (KCI), The Home Depot Inc., El Paso Corp., ING Americas and Motorola. It was early in his career, while an Equity Analyst with UBS, when Rich first discovered his gift for investor relations. His broad experience spans a multitude of key industries and encompasses publicly-traded, pre-IPO, high growth, under-valued and liquidity-challenged companies.

Jeremy Jones

Jeremy Jones

Managing Director, Equity Capital Markets

Mr. Jones has worked in finance and asset management for over 15 years with both investment banks and with asset managers. Starting in the financial services industry in 2000, Mr. Jones began as an institutional salesman in the Corporate High Yield Department of Bear Stearns & Co. He moved from investment banking to asset management by joining Guberman Associates where he became a portfolio manager, chiefly responsible for non-rated debt. Since 2008, he has been focused on private portfolio management as a family office. Jeremy Jones attended and graduated from Georgia Military College and then joined the United States Army where he served in the Airborne Infantry

Miles Dotson

Miles Dotson

Managing Director, Private Placements

Miles Dotson is a software technologist, entrepreneur, advisor and venture builder from Houston, Texas with over 6 years experience as an operator within early to mid stage companies across industry sectors. His interface as a management level professional within private equity backed technology companies has gifted him with tangible insights around growth, leadership teams, product development, M&A and strategic investor alignment. In recent years he founded Devland, a venture studio that researches and launches new startup businesses with disruptive business models and visible cultural impact. His work with Cockrell Group Companies includes sourcing strategic capital and guiding message development for private companies seeking to raise early stage funding from institutional investment firms.

Jacob Goldberger

Jacob Goldberger


Jacob has significant experience working with businesses to communicate their stories effectively. Since joining CG Capital in 2015, Jacob has helped numerous clients distill their value proposition to attract investor interest. Jacob is involved in various aspects of the IR function, including positioning and investor communications, investment community outreach, arranging non-deal roadshows, graphic design and market intelligence. Jacob draws from his previous experience as an independent branding and graphic design consultant to create reports, compelling presentations and investor marketing materials on behalf of our clients.

Engage Us

We’re ready to work on your behalf.



271 17th St. NW
Suite 530
Atlanta, GA 30363


t: 877.889.1972
f: 678.669.1925