Accellency publishes regular in-depth and short insight pieces, looking at the hot topics and major challenges facing investment funds, private and listed companies.
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Equity story techniques apply and deliver value across all industries. No exception. In mature sectors like consumer staples, equity stories too often recycle tired narratives, while what really drives valuations is how you frame growth momentum in a changing landscape. To help leaders unlock the full value potential of their
AGMs are invaluable opportunities to engage LPs, convert prospects into long-term partners and lay a strong foundation for future vintages. Having worked on major investment funds’ AGMs for many years, we’ve developed a clear view of what drives LP engagement — and what undermines it. In this report, we walk
A clear equity story can help buyout-owned companies get exit ready and deliver a successful sales process at an attractive valuation. By focusing on exit preparations, leading GPs are taking control of portfolio liquidity early by positively impacting the perception of potential investors. This document explains how Accellency’s Equity Story
Thought leadership has become a powerful pre-marketing tool for investment firms. In a crowded market, funds that fail to produce original, data-driven insights on their asset class, market, and strategy risk losing LP interest and missing out on commitments. Accellency helps investment funds craft high-impact publications specifically targeted to LPs
In this new publication, how outsourcing can help avoid 3 common pitfalls of DDQ and PPM production:1. Underestimating the disruption to your Investor Relations team2. Using a copy & paste approach from your previous vintage 3. Failing to realise that greater competition means higher LP expectations
In investor relations, the stakes are high and the margin of errors is thin. Seizing the opportunities to promote your equity story while navigating the risks in listed markets has raised the stakes for management teams and IR professionals.
Do you have an investor relations strategy? Not having an Investor Relations strategy has tremendous consequences and can lead to failed capital transactions, value impairment and eventually operational failure.
Equity story techniques apply and deliver value across all industries. No exception. It turns your business strategy into a financial narrative that appeals to investors and resonates with them, leveraging frameworks and concepts specifically designed to trigger investment decisions. Test your own equity story positioning against Accellency’s methodology. For Executive Management, Private Equity
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Recent equity market volatility presents an investor relations opportunity for the many overlooked listed companies, particularly in unloved sectors & regions. Volatility is inevitable as markets grapple with the difficult challenge of valuing AI. This requires staggering levels of investment with the potential for transformational impact. The range of possible outcomes is extremely wide and […]
…When preparing to exit an infrastructure asset, one question should be systematically addressed : is the equity story about resilience and yield or growth ? While investors typically turn to infrastructure assets for resilience and yield, the reality is that valuation is equally driven by growth potential, as almost all infrastructure projects become multidimensional, digitalised […]
…This week, CalPERS became the first US pension fund to adopt TPA as an investment model, replacing the Strategic Asset Allocation (SAA) model which still dominates the industry. TPA advocates argue that this more flexible approach delivers higher returns for the same amount of risk. Liability-driven asset owners are constrained by their obligations, so the practical […]
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