Oakhall advises the private and public company chairperson, CEO and CFO. Oakhall is an interface with shareholders, challenges and better analyses company businesses and strategies, and articulates them to stakeholders. Oakhall’s aim is to maximise your company’s long-term performance and valuation, avoid short-termism, and build a stable, informed investor base.
Oakhall bridges the knowledge-gap between companies and their financial advisors and investors, saving companies considerable time and expense. Oakhall challenge perceived wisdom. Founded by top-ranked major investment bank equity analysts who spent years marketing investment ideas to investors, the aim is to transfer that know-how to you.
Can we help your business? Contact us to arrange a meeting.
Listed companies that exclude stock base compensation (SBC) from their adjusted profit numbers may see pressure to reverse the policy following the move by one of the globe’s biggest listed companies, the $573bn market cap Google parent company Alphabet. CFO Ruth Porat stated on their most recent results call that they consider SBC to be […]
Investors and analysts are gearing up for earnings season which in Europe runs late-January to mid-March, and in the US mid-January to mid-February. If you want to stand out from the crowd, release on a Monday or Friday. If you want to hide – Thursday is your day. The chart above from the GS corporate access […]
How we work
We work with your management team, broker, M&A advisor, and PR agency. We differ from traditional PR or IR companies in three ways:
We have decades of experience of selling stock ideas to investors around the world crisply and efficiently. We know what makes them sit up and listen and we know the red flags to avoid.
Our focus is highly analytical, which means much more than opining on a draft press release. We start with the numbers behind it. Our value is as much to the internal efficiency of the business as it is to external communication.
We work on enabling executives to proactively take control of investor relationships, and to keep the board appraised of shareholder sentiment.
Some of our clients
"Thanks for your hard work and invaluable contribution. The response we are seeing from analysts and investors speaks volumes about the quality of the analysis and presentation that went into this."
"Oakhall brings intellectual rigour and more importantly, firm opinions to all our work together. I value and trust their opinions which are based on experience as well as the analysis of our business and marketplace. They also make a valuable contribution towards how we communicate to customers and other stakeholders and I like them immensely."
"Oakhall helped us frame our position so that we could quickly and efficiently explain why our platform was something new."
"Your feedback was really insightful and very well documented."
What we do
board and chairperson with key shareholder feedback • transactions including preparation for IPO, private funding round, or major acquisition • coaching for investor meetings • banker, broker, public relations agency selection • strategic planning projects • training and supporting sales / finance /product employees for IR role
Analyst Model including full cash flow and balance sheet • financial and operating KPIs • custom research paper • market sizing and peer group analysis • Pareto analysis • valuation triangulation • M&A analysis • capital allocation (buybacks, dividend) • unexpected consequence analysis
board presentation preparation • new CEO/CFO deep-dive business analysis • internal valuation workshop • financial disclosure clarity and transparency • vision, mission and strategy articulation • internal and external KPI selection • definition of adjusted (non-IFRS/non-GAAP) disclosure and use • alignment of internal and external targets
investor relations • share price and consensus analysis • managing the sell-side • sell side education • sell-side draft report and model feedback • investor targeting • IR website best practice • attracting US investors • dealing with short-sellers and activists • the IR calendar
investor presentation and pitch deck preparation • organisation and preparation of capital markets day or analyst conference • CEO and CFO script preparation • executive data pack for results day • Q&A preparation
We do not do capital introduction, meaning introducing companies to potential investors, unless we have worked with you for some time.
Andrew worked as a top-ranked equity analyst in the engineering, industrials and technology sector from 1993 to 2011, and then worked in corporate development and 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.