Rising Above with a Winning IR Strategy

When the fundamentals of Investor Relations – telling a compelling story to the right investors – are upheld, the results can be extremely positive. However, it can be difficult for small and microcap companies to properly resource IR given that their smaller teams are often tasked with multiple responsibilities.

Over the past three years, OTC Markets and IR Magazine have co-hosted the IR Magazine Awards – Small Cap. The most recent awards provided key learning on how a well-designed IR strategy helps drive the success of the company.

Our recent whitepaper with IR Magazine underscores a range of IR best practices from the nominees and winners, including:

  • A successful rebranding campaign by Safehold
  • Industry-leading investor targeting by RMS Medical Products
  • Enhanced investor communication by NAPCO Security Technologies

Portfolio managers also share what they are looking for in terms of a winning IR strategy from the companies in which they invest.

To view the complete report: “What does it take to have a winning IR strategy?”, 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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