Phoenix Investor Relations

Advisors to leading companies on both sides of the Atlantic

June 2023 - Jabil Inc. - Phoenix-IR organised an in-person roadshow in London and Edinburgh for Jabil Inc. (JBL) in June 2023
June 2023 - FedEx Corp - Phoenix-IR organised an in-person roadshow for FedEx Corp (FDX) in June 2023
June 2023 - Edison International - Phoenix-IR organised an in-person/hybrid roadshow for Edison International (EIX) in June 2023
June 2023 - Lowe's Companies - Phoenix-IR organised an in-person roadshow for Lowe's Companies (LOW) in London and continental Europe in June 2023
May 2023 - Northrop Grumman - Phoenix-IR organised a virtual roadshow for Northrop Grumman (NOC) in May 2023
May 2023 - Kellogg - Phoenix-IR organised a virtual roadshow for Kellogg (K) in May 2023
May 2023 - Maximus - Phoenix-IR organised an in-person roadshow for Maximus (MMS) in London in May 2023

Presentation

Phoenix-IR is a European-based investor relations consultancy which provides advisory services to listed companies across the market cap, sector and geographic spectra. The benefits of European shareholders have long been acknowledged. However, the investment landscape can be difficult to navigate. Both not only in terms of identifying the right investors and logistically given differing time zones, languages, customs etc. Phoenix-IR are experts in navigating this complex and often, opaque, landscape. Many of the world’s most admired companies use our services – find out why.

NDRs/Investor Outreach

Best in class, conflict free investor outreach

Targeting

Pro-active real-time actionable targeting

Corporate Access Network (CAN)

Technology which enables direct communication between companies and institutional investors

Research

Unbiased qualitative and quantitative research

Services for Companies

Our experience, client focus, independence and unparalleled knowledge ensure we deliver the best outcomes for our clients. We are the ideal partner for any company looking to increase their European shareholder base.

NDRs/Investor Outreach

- MiFID II have dramatically changed corporate access
- Unlike any investment bank, we cover 100% of the institutional market
- Our proprietary database is unbeatable both in its breadth and accuracy
- No conflict of interest - our aim is to increase your European shareholder base
- Delivering the right investors with flawless logistical execution

Targeting

- Incomplete European ownership data makes qualitative targeting a necessity
- Our service is pro-active and demonstrates real-time interest vs. theoretical or algorithmic
- We cover 100% of the addressable market (including ESG investors)
- Experience across the market cap, sector and geographic spectra
- Accurate and actionable information – yours to use as you wish
- We will unearth new targets and rejuvenate your outreach

Corporate Access Network (CAN)

- Technology designed to tackle the implications of MiFID II
- Independent, open, conflict-free platform
- Facilitates direct contact between companies and institutional investors
- Enables companies to solicit feedback, advertise capital market days, conferences, NDRs
- Free to both investors and companies (premium value add subscription available)
- IROs have full contact details of interested investors at their fingertips

corporateaccessnetwork.com

Research

- We interview hundreds of fund managers each quarter
- The investment community know and trust us
- Our research is both qualitative and quantitative
- Pre-meeting research to identify issues so management is well briefed
- Post-roadshow feedback to measure the ROI of outreach
- Identify any IR/ESG issues
- Comprehensive bespoke perception studies tailored to your needs

Services for Institutional Investors

Phoenix-IR is a European-based investor relations consultancy. We organise meetings and presentations for companies across the market cap, sector and geographic spectra in cities throughout Europe.

Meetings and conferences

- We organise 100s of meetings each year in cities throughout Europe
- Virtual and in-person roadshows and conferences
- Clients across the market cap and sector spectra
- No charge to attend our meetings (MiFID II compliant)
- Reverse roadshow organisation with flawless execution

Corporate Access Network (CAN)

- Seamless technology puts you in direct contact with companies of interest
- Our platform immediately notifies IROs of your interest
- Alerts when a company of interest is in town/attending a conference/hosting a capital markets day
- Schedule meetings/conference calls directly with IROs at the click of a button
- Track meeting history for compliance purposes

corporateaccessnetwork.com

Corporate Access Network (CAN)

- MiFID II compliant
- Use our platform to update your profile/preferences
- Indicate which companies, geographies, sectors are of interest
- 2,900 European and North American companies in our network
- 1,500 institutions in our network (from Fidelity to Family Offices)

corporateaccessnetwork.com

MiFID II

- No charge to receive our invitations or attend our meetings/conferences
- Our services are categorised as being of minor non-monetary benefit
- Phoenix-IR does not conduct any execution business
- Phoenix-IR does not provide any research or conduct any market making, sales trading or share dealing activities
- Conflict free access to some of the world’s most admired companies

Investor requests in the network

Companies in the network

Institutions in the network

Individual fund managers in the network

Clients

Selected current and past clients

Automatic Data Processing
Avery Dennison Corp.
Baker Hughes Company
H&R Block, Inc.
Bunge Limited
CMS Energy
Consolidated Edison, Inc.
Corning Inc.
Deere & Company
Eaton Corp.
Edison Intl
EOG Resources, Inc.
FedEx Corporation
FirstEnergy Corp.
Hess Corporation
IBM
Jabil Inc.
Kellogg Co.
Lockheed Martin Corp.
Lowe's Companies Inc.
Masco Corporation
McKesson Corp.
Microsoft Corp.
Nasdaq, Inc.
Northrop Grumman Corp.
Nucor Corp.
Public Serv. Enterprise Inc.
Quanta Services, Inc.
Range Resources Corp.
SNC-Lavalin
TDS / US Cellular
Monday.com
Yum! Brands Inc
Saint-Gobain S.A.
LKQ Corporation
Nielsen Holdings plc
Align Technology, Inc.
Orion Corporation
LVMH
EssilorLuxottica
CNP Assurances
BME (Bolsas y Mercados Españoles)
Proximus
ASSA ABLOY AB
Open Text
MAXIMUS, Inc.
Mondelez International, Inc.
Goldman Sachs Group, Inc.
US Cellular
Palo Alto Networks, Inc.
TietoEVRY Oyj
Wabtec (Westinghouse Air Brake Technologies Corp)
Amdocs Ltd.
Playtika
Mersen SA
Tanger Factory Outlet Centers Inc.
Thor Industries, Inc.
Sunrun Inc.
Greif, Inc.
The Trade Desk, Inc.
DXC Technology
REN (Redes Energéticas Nacionais) SGPS, S.A.
Neinor Homes SA
Lar España Real Estate SOCIMI SA
Univar Solutions
Textainer Group Holdings Limited
CNO Financial Group, Inc.

Testimonials

Proud to partner with some of the world’s most respected companies, introducing them to key investors throughout Europe

It was our best European campaign ever. I have kept records since we first began to visit Europe. Your mixture of in-person and virtual was very effective.

Director of IR, US large cap utility

Thank you for an exceptional few days of marketing. Very pleased with your services and capabilities. Great roadshow.

VP of IR, US mid cap consumer cyclical

There's a clear differentiation vs. the sell-side; no MiFID II barriers, no obligatory hedge funds, full management of the event, post event report.

VP of IR, US large cap technology

Thank you for setting up the meetings. We were very happy with both the turnout and quality of investors. Where do I sign for a retainer agreement?

Manager of IR, mid cap Canadian company

The post-meeting feedback report is most useful. Thanks again for a great trip.

VP of IR, US mid cap industrial

Phoenix-IR knows all the key people in all the key institutions across Europe and they have excellent logistics. Excellent preparation and follow-up interviews.

VP of IR, US large cap industrial

Independent firms such as Phoenix-IR are an effective means for companies to gain access to long-term investors rather than high revenue generating clients.

London-based global equity fund manager

We prefer companies travelling with independent providers and not working with brokers for corporate access.

Zurich-based US equity fund manager

With firms like Phoenix-IR, there are none of the conflicts of interest that lead investment banks to give corporate access to the best generators of trading volumes rather than long term investors.

London-based global equity fund manager

It is very difficult to give feedback to market participants such as the sell-side because we don’t know how they will use our information. I’ve no problem providing my views to Phoenix-IR because they are independent and I trust them.

Zurich-based global equity fund manager

Team

We are a stable, experienced multi-lingual team based in the UK and continental Europe.

Damian Perry

Managing Partner

Gill Newton

Managing Partner

André Fonteyne

Partner

Mihai Ionescu

Partner

Alice Baley

Rita Gonzalez

Roger Low

Selina Natale