Investor Relations, Capital Markets Days, Financial Communications & Transactions
Owning the narrative where valuation is priced.
Defining Element
We work with you to make IR a valuation engine, designing equity stories, content, communications, and engagements that directly shape pricing power, financing costs, and transaction success.
Why Now
- Investor perception sets multiples and cost of capital.
- IPOs, M&A, and restructurings rise or fall on credibility.
- Retail-driven volatility and ratings scrutiny raise stakes.
- Over half of investors (52%) are dissatisfied with outdated Capital Market Days (CMD).1
How We Help Clients Win
- Build equity stories connecting growth, capital discipline, and risk.
- Strengthen trust with long-term holders and ratings agencies.
- Run IR as a value engine with intelligence and engagement.
- Create bespoke, high-impact CMD through EVEREST, built around core drivers of investor decision-making.
Impact
- Resilient valuation outcomes.
- Enhanced investor conviction.
- Lower financing costs.
- Greater certainty in transactions.
Valuation outcome: +10–20% valuation uplift through stronger narratives.2
1. On-going global investor sentiment survey conducted by Breakwater Capital Markets representing over 8,000 global institutional investors with tens of trillions in assets under management. (January 2026)
2. Breakwater Capital Markets proprietary research methodologies. (2025)