Corporate Access

The EPOCH Financial Corporate Access team provides a full suite of consultative and logistics services for institutional investors and corporate clients. Our goal is to help build relationships between leading investment institutions and senior corporate management teams.

When companies and institutional investors need to connect, they turn to EPOCH Financial. Our events range from private conference calls, investor group calls, non-deal roadshows, conferences, field trips and site visits.

For the buy-side investor, the EPOCH team partners with asset management firms that are seeking a new, more cost-effective approach to corporate access than that provided by investment banks, including research services to supplement the client’s own proprietary research, if desired.

For qualified public companies, the EPOCH team provides shareholder analysis and in-depth intelligence on prospective investors, as well as conducting ongoing dialogue with the corporate investor relations (IR) officer regarding shareholders, market trends, market perceptions and potential IR opportunities.