We introduce public companies to new investors and book the meetings: family offices and emerging managers outside the usual NDR circuit, for companies of any size in any sector.
Bank-led roadshows and conferences keep circling the same funds. The investors who move quickly, family offices and emerging managers across the country, are rarely on the invite list.
A small senior team that learns your story, finds the right holders and turns interest into meetings. We work alongside your IR firm, not in place of it.
You leave the teach-in with sharper messages, a snapshot, peer comparables and a tear sheet for every meeting, so each investor hears the same clear case.
We screen for funds that fit your peers and shareholder base, and remove existing holders and known names. You get family offices and emerging managers who are new to the stock.
13F cross-checks · peer holders · family offices nationwideWe run the email and phone outreach and book the meetings for you. Monthly reporting shows what is landing, and we adjust the message as we learn.
Investor meetings, conferences and management days, scheduled for you, with a tear sheet on every investor before you sit down.
Your news and research get in front of investors who aren’t already on your distribution list.
Our weekly market read on micro and small-cap healthcare, sent to the investors we work with. It keeps CG in front of them every week.
We bring investor feedback and introductions into your IPO, follow-on or private placement, so the book is built with the right holders in mind.
When investors push back or ask hard questions, we handle the conversation with them directly and bring you what matters, so management time goes where it counts.
Start with a structured pilot. A defined scope, deliverables and evaluation metrics: a low-risk way to validate the approach before a broader commitment.
Talk through a pilot“CG is incredibly well connected with an amazing work ethic. The team consistently comes up with effective, creative solutions.”
“It quickly helped us take a fresh approach to communicate our story with the right audience.”
“I have seen him in the toughest of times assist CEOs and other C-suite execs in putting their best foot forward with investors.”
You’ll know who’s calling investors on your behalf, because it’s the same people you met.
Founded CG Capital in 2008 after a career as a Wall Street equity analyst at UBS and Jefferies and in senior investor relations and finance roles at The Home Depot, El Paso Energy, ING Americas, Matria Healthcare and KCI. His work has led to over $500 million in financings.
Investor relations professional with nearly a decade across leading IR agencies and in-house roles. Leads investor outreach, targeting and reporting, and manages relationships with C-suite teams and institutional investors.
Equity research analyst for over twenty years at Ladenburg Thalmann, Brean Murray, Wunderlich and B. Riley/FBR, covering consumer, technology, medical and mining. Three-time Wall Street Journal Best on the Street winner.
Three issuers across the size range: a large-cap issuer’s meeting calendar matched against our targeting universe, a small-cap issuer’s meetings over thirteen months, and a micro-cap issuer’s outreach funnel from the start of its program. Size bands reflect each issuer’s current market capitalization.
Sixteen months of the issuer’s investor meetings (April 2025 to August 2026), compared firm by firm with the investors we target.
Investor meetings held for the issuer from January 2024 to January 2025, by month. Most took place outside the January conference weeks.
January conference weeks All other months
The program began in October 2025 and continues past its initial term. Meetings span institutions, hedge funds, family offices, private equity and venture investors.
Ownership, meeting and outreach history collected since 2008 feeds the models. Every client sees the results in their own portal.
Illustrative only. Each dot is an investor; names, counts and scores are not real.
Ownership filings, peer-holder patterns, past outreach and meeting outcomes, kept current so every engagement starts from what has already worked.
Fit scoring against peer-holder profiles surfaces the funds that belong in your stock and are not in it yet.
A private portal refreshed every weekday after the close, plus a dedicated investor page that gives prospects one place to learn the story.
Family offices run flexible mandates, hold for the long term, and are on track to manage assets that rival hedge funds. Traditional distribution still under-reaches them. Our screening is built to find the ones that fit your story.
Source: Deloitte family office research.
For companies of any size. It gives investors a ready reason to take the meeting.
research subscribers, plus distribution through the major terminals, so coverage shows up where investors already look.
Research may be issuer-sponsored; each report carries its own disclosures.
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NYSE American: XTNTTell us about your company and who you’re trying to reach. We’ll tell you honestly whether we can help.