A New Standard for Capital Market Days: From Investor Event to Enterprise Discipline

EVEREST transforms Capital Market Days from traditional presentations into a rigorous, investor-led process. We help management teams identify the beliefs that drive valuation—and provide the evidence needed to shift those beliefs. Derived from increased investor dissatisfaction of legacy CMDs, each EVEREST engagement is informed by primary investor intelligence and built around the core drivers of investor decision-making.

• Valuation-ready disclosures: granular financial inputs, scenario sensitivities, downside analyses, capital allocation frameworks, and valuation bridge logic designed for direct integration into investor models.
• Defensible strategic differentiation: sharpening positioning, forcing strategic tradeoffs, and clearly articulating sustainable sources of advantage.
• Rigorous risk and scenario framing: translating uncertainty into structured downside behavior and resilience analysis.
• Execution-linked storytelling: directly connecting strategy to KPIs, milestones, capital priorities, and measurable proof points.
• Valuation Pack: providing underwriting-ready materials that enable investors to assess strategy durability, cash flow resilience, and valuation outcomes with greater confidence.
• Premium limited-access delivery: EVEREST engagements will be limited to 15 global clients each year to ensure bespoke design, senior attention, and enterprise-grade execution discipline.

What to expect with EVEREST

Rather than “telling the story,” EVEREST is designed to deliver decision-grade valuation inputs across the questions that drive conviction:

• What is changing in the business and why it matters.
• Why the strategy will win and what trade-offs it requires.
• What must be true for targets to hold.
• How capital will be allocated through volatility.
• What breaks in downside regimes and what is protected.

It equips management teams to answer these underwriting questions with specificity. By replacing broad messaging with evidence, measurable commitments, and credible downside planning, EVEREST helps management teams earn conviction and helps investors price businesses with confidence.

How EVEREST works with Breakwater’s proprietary frameworks

EVEREST combines repeatable institutional rigor with bespoke strategic judgment, grounded in Breakwater’s proprietary Valuation Operating System (VOS) and R.E.S.I.L.I.E.N.C.E. frameworks designed to build and defend value through uncertainty.

• The VOS reframes valuation from a market reaction into a controllable enterprise discipline managed with the same rigor leaders apply to operations, supply chain, or digital transformation.

• The R.E.S.I.L.I.E.N.C.E. Method strengthens CMDs by ensuring risk is not treated as a list of threats, but as a decision-grade system investors can underwrite: relevance, mechanisms, sensitivities, interdependencies, limits, indicators, escalation logic, narrative consistency, calibration, and endurance.

Who is the best fit for EVEREST

EVEREST is purpose-built for public companies undergoing significant strategic pivots, such as transformations, restructurings, or market repositioning, who must address investor skepticism and defend their valuation in today’s complex capital markets environment. This platform is designed for management teams, boards, and investor relations leaders who need to communicate a compelling, credible narrative that meets the buy-side’s demand for transparency, rigorous risk framing, and valuation-ready disclosures. EVEREST enables these organizations to replace generic, outdated messaging with decision-grade content and adaptive proof, ensuring their Capital Markets Day builds lasting investor conviction and supports resilient valuation outcomes in an era where clarity and credibility are paramount.

Read more.

Contact us to learn more about EVEREST. Breakwatercapitalmarkets@breakwaterstrategy.com