Phoenix Investor Relations

The pre-eminent organizer of European Corporate Access

Who we are

Phoenix-IR is an independent investor relations consulting firm which specializes in helping corporations target, communicate with and understand the European investment community.

The benefits of European shareholders have long been acknowledged. However, the European investment landscape can be difficult to navigate. Both in terms of identifying the right investors and logistically given differing time zones, languages, customs etc.

At Phoenix-IR, we are experts in navigating this complex and often opaque landscape. That’s why some of the world’s largest and most admired corporations use our services. We provide advisory services to listed companies across the market cap, sector and geographic spectra.

Investor outreach

In-person, virtual or hybrid roadshows. Best in class and conflict free. In all major financial centers in Europe.

Investor targeting

Pro-active and real-time. Do you know how many European investors are interested in engaging with you? And their location? Phoenix-IR can revitalize your investor targeting.

Corporate Access Network (CAN)

A proprietary platform that provides real-time data on investor interest in your firm.


Unbiased research and advice, including pre meeting briefings; advice on tailoring your message for a European audience; and post meeting perception research and feedback.

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 has dramatically changed corporate access and has strengthened our competitive position. We are MiFID II compliant. The investment community understands we are paid by the issuer and do not conduct research, trading or execution.
- 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 priority is the corporate - we partner with you to increase your long-term European ownership.
- Delivering the right investors with flawless logistical execution


- 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


- 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

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

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)


- 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


Selected current and past clients

Altri, SGPS, S.A.
Amdocs Ltd.
American International Group
APA Corp.
Archer Daniels Midland Company
Automatic Data Processing
Avery Dennison Corp.
BME (Bolsas y Mercados Españoles)
Booz Allen Hamilton
Bristol-Myers Squibb Co.
Calian Group Ltd.
CMS Energy
Consolidated Edison, Inc.
Crown Holdings
CTT Correios de Portugal SA
Deere & Company
DXC Technology
Eaton Corp.
Edison Intl
Entergy Corp.
EOG Resources, Inc.
Euronext Lisbon
FedEx Corporation
Greif, Inc.
H&R Block, Inc.
Honeywell International Inc.
Jabil Inc.
Lar España Real Estate SOCIMI SA
Lockheed Martin Corp.
Lowe's Companies Inc.
Microsoft Corp.
Nasdaq, Inc.
Northrop Grumman Corp.
Nucor Corp.
Nutrien Ltd.
Palo Alto Networks, Inc.
Public Serv. Enterprise Inc.
Quanta Services, Inc.
Range Resources Corp.
Regal Rexnord Corp
REN (Redes Energeticas Nacionais)
Saint-Gobain S.A.
Sonae SGPS, S.A.
Textron Inc.
The Navigator Company, S.A.
The Trade Desk, Inc.
Triumph Financial
Van Lanschot Kempen N.V.
Visteon Corporation
Wabtec (Westinghouse Air Brake Technologies Corp)
WSP Global Inc


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


We are a stable, highly experienced international team with decades of European Corporate Access expertise

Damian Perry

Managing Partner

Gill Newton

Managing Partner

André Fonteyne


Mihai Ionescu


Rita Gonzalez

Roger Low

Selina Natale

Anastasia Georgadidis