Capital Markets Advisory

EPOCH Solutions

EPOCH has advised public companies since 1999, ranging from micro-cap companies to companies in the Fortune 500. We work closely with business leaders, including senior management teams and corporate board members, assisting them to identify best practices and to develop and implement effective investor relations and capital markets strategies. We partner with companies in most industries and tailor our services to each client's individual needs so as to develop strategies that deliver results. Our services include, but are not limited to:

  • Capital Markets Positioning
  • Uplisting /Dual Listing
  • Investor Relations (IR) Strategic Analysis
  • Strategic Financial Messaging
  • Merger/Acquisition
  • Corporate Restructuring
  • IPO/Pre-IPO IR Advisory
  • Intelligence and Analysis
  • Targeting and Outreach Analysis
  • Trading and Share Ownership Analysis
  • Content and Message Development Analysis
  • Institutional Marketing Analysis
  • Retail IR Marketing Strategies
  • IR Firm Selection and Management
  • Management Transition
  • Recapitalization
  • Corporate Governance
  • IR Compliance Advisory
  • Crisis Mitigation
  • Shareholder Activism
  • International Capital Markets
  • Equity Investment Banking Firms
  • Transfer Agents
  • Accounting Firms
  • SEC Legal Counsel