What We Do

Debt Investor Relations

As capital markets advisors with over 30 years experience, we offer:

Getting the Right Advice

If you’re looking to fund an idea, diversify assets or expand through acquisition, it’s important to make sure you’re focusing your time and attention in the right place. You want to make sure you’re using the right people, methodology and analysis available, as today’s business environment is always changing.

We focus on understanding your plan for growth, helping you to understand your options and giving you examples to help you feel confident that you are using your resources to the best possible advantage.

Whether you’re a buyer, a seller or a company in need of capital for growth or restructuring, our team will help you make intelligent and timely decisions.

What We Do

We will work to design a detailed capital markets strategy that is uniquely yours and won’t take on the obligation unless we believe we can exceed your expectations. Here’s what we do:

Investment Industry Outreach

Digital and Social Media

  • Make sure client’s story is available on a wide range of digital media
  • Expanding client’s social media presence on Twitter, LinkedIn, Facebook and other platforms

Corporate Communications

  • Key message development
  • Writing and editing news releases
  • Producing and updating presentations and fact sheets
  • Preparing interview briefings, conference call scripts and Q & A’s
  • Preparing bilingual materials

Graphic Design and Branding

  • Audit of client’s website
  • Designing, updating and rebranding client’s marketing and corporate materials, including logos, corporate structure charts, etc.

Media Relations

  • Delivering coverage in sector-related publications
  • Producing corporate ads
  • Writing and editing press releases
  • Event planning, such as roadshows, site tours, investor days and annual general meetings

Crisis and Issue Management

  • Providing recommendations and insights in case of a company crisis, such as unsolicited takeovers or unexpected management changes
  • Strategic communications planning
  • Contingency planning
  • Reputation management

We will help you to prepare for the Initial Public Offering (IPO) market by combining industry and sector experience with technical preparation. You’ll also get practical advice on the IPO process and we will assist in the transaction to reduce risk. You’ll also get insights on recent capital markets trends.

Throughout the IPO process, our Capital Markets Advisory team will provide you with independent and objective advice on critical capital market decisions you’ll have to make. This includes underwriter selection and structure, research analysis, equity story, valuation comparables and investment thesis, including investor targeting.

Contact Us

Karen Mate is one of the hardest working professionals I have ever had the pleasure of working with. She has deep relationships amongst the buyside but also leaves no stone unturned in reaching new investors. When she gets behind a Company she is a force to be reckoned with.

Riley Keast

CEO Medalist Capital

Karen is a very strong, and dedicated representative for her clients, such as Americas Petrogas. We enjoy working with Karen very much!

Chantel Hambrook, MBA

Group Associate, Alberta & Territories at RBC