We Are Your
Strategic Partner
At Gilmartin, we offer a comprehensive suite of advisory and support services to help innovative companies position themselves to the market, build analyst and investor relationships, achieve strategic milestones, and create durable value.
We also provide capital markets advisory services and capital raise strategies to enable successful financing events. We partner with companies as early as Series A and serve as a strategic leader through crossover, IPO, and public company financing events. Our expanded suite of services is reflected below.
Investor Relations
Creating durable shareholder value
Our investor relations programs are highly customized and designed for consistent, proactive outreach to the financial community with a strategy in place at the outset. We strive to utilize management’s time and resources efficiently to optimize a company’s impact with the analyst and investment community. All our professionals are FINRA-licensed and focused on building strategies for management teams that are clear, transparent, and compliant with all Reg FD and reporting requirements.
- Messaging & Positioning to Wall Street
- Effectively Presenting the Investment Opportunity
- Shareholder Engagement
- Investor Targeting & Outreach
- Analyst & Banker Relationship Development
- Assessment of Growth & Profitability Drivers and Value Creation Milestones
- Presentation & Graphics Creation
- Investor Conference Strategy & Support
- Peer / Competitive Landscape Surveillance
- Capital Markets Insights, Sector Recaps & Reporting
- Access to Gilmartin-Sponsored Conferences, Insights & Webinars
- Perception Audit & Strategy Development to Address Market Feedback
Private & Public Company Capital Markets & Financing Advisory
Support at every stage of the company lifecycle
Raising capital is a process, not an event. We provide clients with the necessary materials, counsel, and infrastructure to ensure successful public and private capital raises. We start with a collaborative evaluation of financing options and pathways and lead efforts through fund outreach, materials development, project management, and terms negotiation / finalization.
Private Company Capital Raise Support: Series A, Series B, Series C, and Beyond
- Venture Capital & Growth Equity Relationship Development
- Investor Deck, One-Pager and Diligence Materials Creation
- KPI Establishment & Milestone Messaging
- Financial Snapshot or Full Go-Forward Model Build
- Press Release & Catalyst Communication Strategy
- Comprehensive Process Management
- Conference Preparation & Support
- Data Room Organization & Management
Initial Public Offering (IPO) Project Management & Strategic Advisory
- Comprehensive Project Management
- Strategic Advisory
- Corporate Positioning
- Messaging Optimization & KPI Identification
- Comp & Peer Set Benchmarking
- Financial Model & Forecast Stress-Testing
- Analyst, Banker, & Investor Engagement
- Listing Exchange Selection & Process
- Value Creation Roadmap Development & Private-to-Public Communication Plan
Public Company Capital Markets Advisory
- ATM Offering Strategy
- PIPE, Debt Financing, & Equity Follow-On Support
- Considerations for Alternative Financing Options
- Special Dividends & Dividend Programs
- Stock Repurchases & Splits
- Analyst, Banker, & Investor Engagement
- Board & Stakeholder Communications
Strategy &
Business Development Consulting
Prioritizing corporate resources to maximize value
We partner with our clients to evaluate and refine the key elements of a successful corporate strategy and determine the best opportunities and market entries for the company and its stakeholders.
- Acquisition & Divestiture Screenings
- Milestone Setting & Analysis
- Operational & Financial Consultancy
- Corporate Resource Allocation
- Crisis Management
- Market Assessment & Initial Due Diligence
- Market Sentiment Surveys
- Competitive Offering Evaluation
- Competitive Peer & Industry Analysis
- Revenue Model Creation & Valuation Reviews
- Expert Network Calls & Reports
KOL/Analyst Education
Outreach, organizational and presentation support for successful events
Gilmartin acts as your partner and aids in logistical, outreach and organizational support for both virtual and in-person KOL and Analyst Education events with the goal of deepening relationships and raising visibility with quality healthcare investors, analysts and key stakeholders.
- Event-Specific Company Presentation Creation & Support
- Event Outreach & Coordination for all Targeted Attendees
- Logistical & Organizational Support
Management Transitions: Strategic Communications & Process Support
- Timing & Communication Strategy for C-Suite Transitions
- Internal & External Materials Development
- Comprehensive Timeline & Workstreams for All Communications and Audiences
- Question & Answer Prep
Shareholder Activism & Crisis Communications
- Customized Assessment & Response Strategy
- Internal and External Materials & Communications Development
- Comprehensive Timeline Planning for Company Announcements
- Managing Short Reports & Unfavorable Media Reactions
- Question and Answer Prep
Shareholder Engagement
An effective, innovative, and efficient construct to drive investor engagement
Gilmartin is challenging the traditional Corporate Access model to develop an effective, innovative, and efficient construct to drive investor engagement with our clients. Our strategy is designed to strategically target investors, educate and then build relationships.
- Proprietary Investor Database for Broad Range of Market Caps
- Relationship Building with Key Target Funds & Corporate Access Individuals
- Ongoing Investor Outreach, Meeting Scheduling & Logistics
- Investment Criteria Tracking, Meeting Notes, & Relevant Information
- Conference Calendars
- Gilmartin-Sponsored Conferences & Events
Corporate Presentation / Investor Deck Creation
Compelling messaging and engaging graphics to effectively communicate your value proposition
We combine our deep experience in investor communications with our expertise on your Company’s story to craft clear and compelling presentations that bring your messaging and strengths to life. Gilmartin’s in-house presentation designer will work closely with your team to deliver an effective, engaging and on-brand presentation.
- Effective graphics and slide visuals to compliment your company’s story
- Full deck creation or strategic refresh of existing materials
- Messaging development aligned with your investment thesis
- Visual clarity for clinical data, timelines, and milestones
- Custom design tailored to your brand and audience
- Collaborative working sessions to refine positioning and flow
Perception Audit
Evaluate overall perception and run diligence to obtain market sentiments
Gilmartin-conducted perception audits run the diligence to obtain market sentiments and help you evaluate your company’s overall perception. Our teams are built around deep sector knowledge and long trusted relationships to give our clients the leading edge. Our perception audits give you the context within the evolving investment landscape to elevate your story, enhance engagement efforts, identify risk factors, and attract capital.
- Formal, comprehensive questionnaire process
- Identify gaps and misconceptions between your business strategy and the market’s perception as an investment opportunity
- Survey of broad, but targeted group of analysts/investors to assess views of key differentiators (strategy, operations, market opportunity, leadership credibility, key valuation metrics, etc.)
- Provides management and leadership teams with specific and actionable insights to create better alignment with the investment community and thereby improved valuation.
Leveraging Partnerships to Provide Best-in-Class Support
Gilmartin Group partners with a range of trusted advisors and service providers in the healthcare and life sciences industry to provide our clients with best-in-class advisory and support. If you’re interested in getting connected to one of our trusted partners, we’d be happy to make an introduction. Please reach out to our team to learn more.
Gilmartin’s ESG partner, Jasper Street, is an advisory firm specializing in corporate governance, ESG strategy, shareholder voting, and activism. Similar in values and culture to Gilmartin, Jasper Street was founded by former Wall Street veterans who saw that companies needed expert advice on the ESG issues relevant to their long-term success. Our partnership with Jasper Street enables Gilmartin to continue to provide our clients with top-tier ESG advisory services.
Gilmartin’s European partner, Optimum Strategic Communications is led by industry leaders with sector expertise, providing strategic communications support to clients across the UK and Europe. Their team has vast experience of working in the healthcare and life sciences sectors and has advised on numerous cross border transactions. Gilmartin works with Optimum to provide strategic capital markets and IPO advisory support to their UK and European client base.
Our Clients
Our clients are leaders and innovators across the MedTech, Biotechnology, Digital Health, Life Science Tools & Diagnostic sectors
Resources
Gilmartin has a number of resources, from blog posts to webinars designed to educate and help your company achieve success.