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CGCAPITAL

Capital Markets Intelligence
Analyst Development
Investor Awareness

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.

10%

Market capitalization impacted by GOOD investor awareness

15%

Market capitalization impacted by POOR investor awareness

65%

Management NOT IN SYNC with investors & analysts          

Rely on Us

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Business

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

Investment

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.

Focus

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

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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 equities-focused content to notable investor sites.

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

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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

Rich Cockrell

Founder

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.

Eric Beder

Eric Beder

Equity Analyst

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.

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Ralph Dickerson III

Managing Director

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 W.

Grant Weingarten

Managing Director

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 W.

Joy Willis

Director

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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We’re ready to work on your behalf.

CONTACT


VISIT US

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Atlanta
CG Capital
309 East Paces Ferry Road NE
Suite 400, Atlanta, GA, 30305

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