Need Help Navigating the Public Markets? Let Us Be Your Guide

As the home for thousands of small-cap companies, we meet with issuers daily to help them work through the challenges associated with operating as a successful public company.  For each of these companies there are numerous aspects to consider – from how to take the company public and raise capital, to developing an effective IR program and targeting the right types of investors.  Our goal is simple – to help alleviate much of the cost, time and complexity associated with being a public company.

That’s why we’ve developed a straightforward guide in collaboration with IR Magazine.

The guide provides a variety of useful, applicable tips and checklists for small-cap companies seeking to raise capital and grow their businesses.

Topics covered:

  • IPO Alternatives
  • Capital Raising Guide – 5 key considerations for this crucial issue
  • Creating a Successful Small-Cap IR Program:
    • How to choose the right management team
    • The importance of providing good & timely disclosure
    • A successful IR program checklist
  • How to target the right investor:
    • The importance of research
    • How to use social media effectively
    • Coordinating a successful non-deal road show

To view the complete report: “Small-Cap Company Guide: Best Practices for being Public and Raising Capital” please visit IR Magazine.

Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor's degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.

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