The Many Ways to Measure IR Success

Are you a Small-Cap company trying to ensure your IR program is successful?

Issuers with a market capitalization under $1 bn often lack the liquidity, volume or capital structure to attract larger institutional names.  However, in the early years, they also benefit from being able to build strong investor relations strategies and establish trajectories that look five years ahead vs. one or two.

As small companies begin to implement their investor relations strategies, it is important to look beyond institutional investment and trading volumes for solutions that will chart the course for the long-term.

Our newest whitepaper with IR Magazine covers four key sections to consider:

  • Investor targeting
  • Cross trading benefits for international companies
  • Measuring IR success
  • Building a long-term strategy

To view the complete report: “Measuring IR Success” 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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