If your board or key executives are fretting about your share price (or private company valuation) so far this year, you are not alone. At time of writing, stock markets…
Trusted advisors to executives and boards of private and public companies.
We bring an investment bank equity analyst approach to better run the business and drive long-term investor engagement
We write about issues facing listed growth companies, and how to tackle them. Our Flipboard reading list is a library of third party articles from companies, investors and analysts.
Top company executives know the feeling. It would have gone better if I knew then what I know now. Whether it’s an IPO or an acquisition, a pivot or a private placement, a presentation to the board or to shareholders, experience makes a big difference. Oakhall offers that valuable experience, the expertise that comes from decades of working as equity analysts in investment banks and in-house. Oakhall can help companies get it right the first time.
We give honest feedback and only take on projects we believe in. We aim to promote better messaging, clearer internal strategy, more efficient capital allocation, more targeted sales focus, all resulting in a more valuable business.
We work closely with your management team, board, broker, M&A banker and internal and external communications and investor relations team.
Our clients value us for our long experience and global relationships in the investment world, our understanding and analysis of their business models, market place and valuation, our willingness to roll up our sleeves and become part of the team, and the fact that we bring thought provoking solutions and a fresh point of view.
Email or call us to find out more.
We work rather like traditional management consultants: we can work on a monthly retainer, take on specific projects or offer a combination of the two. Because we work on a retainer basis, we are not conflicted by the temptation to earn higher fees by encouraging clients to raise capital or make acquisitions.
We can work in a purely advisory capacity, or hands-on within your firm in a part-time role. We would expect to meet face-to-face at at your location, and we also have meeting facilities in our Cannon Street office in the City of London.
Our service depends on an in-depth understanding of your business. We prefer to play an active part in your company and investor meetings and work closely with your management team, broker, M&A banker and PR agency. To create maximum value, we expect to be engaged for a period of six months or more.
The benefits to you are a broader pool of potential shareholders who understand your business and trust management, a better understanding of the value-drivers of your own business, choosing internal and external KPIs that actually matter, better preparation for investors’ questions and a sense-check of your strategy and management structure.
Andrew worked as an award-winning equity analyst in the engineering, industrials and technology sector from 1993 to 2011, and then moved into corporate investor relations before founding Oakhall.
He spent 13 years at Merrill Lynch, where he was Managing Director of the European technology research team. The role took him across Europe, Asia, and North America, speaking at conferences and advising investors and companies.
He then moved into industry, working for mobile software company Monitise. Initially Director of Market Intelligence, he later became Senior Vice President of Industry And Investor Relations. Key projects in this role included two large institutional equity funding rounds totalling over £200m, and one strategic partner round of £50m.
Andrew holds a degree in Electronic Engineering from the University of Southampton and qualified as a Chartered Accountant with PWC. He is a member of the Institute of Engineering and Technology (IET) and Tech London Advocates.
Jonathan was a highly ranked equity analyst covering the technology sector from 2000 to 2011 and then moved into advisory and operational roles with several technology start-up businesses before joining Oakhall.
He spent 12 years at Cazenove and Merrill Lynch where he was the senior sector analyst on the European Semiconductor research team. While at Cazenove, he was the lead analyst on the IPOs for Wolfson Microelectronics and CSR.
He then worked in advisory and operational roles with several early stage technology companies in financial technology, social media, and network infrastructure. He assisted founders with end market analysis, financial modelling, fundraising and business development and built on his experience in research. Most recently he was Chief Operating Officer at Vox Markets.
Jonathan trained as a Chartered Accountant with Deloitte and graduated in Natural Sciences from the University of Cambridge. He is a member of the Investor Relations Society.
33 Cannon Street
London EC4M 5SB
+44 20 3393 0633