Distribution & Marketing

Our over-arching aim with clients is to proactively introduce them to new investors, broadening the shareholder base and generating marginal buyers which will help improve liquidity and narrow the discount. We specialise in marketing clients to both institutional and private client fund managers (PCFM’s), a large proportion of who are overlooked by the broking community. Kepler Partners formulate and execute specific marketing plans for clients, with clear objectives and metrics for success. We have one of the broadest networks of PCFMs in the country, and our close relationships with these contacts enable us to raise capital for clients to both diversify their shareholder base, as well as increase the size of their fund efficiently and effectively.
• We work closely with a company’s existing broker, but specialise in concentrating on finding new investors for investment company clients. Importantly we specialise in providing access to contacts outside of the usual investment company broker networks. Kepler’s proprietary database of contacts is continually updated and monitored, and we have relationships with over 400 offices in over 25 cities across the UK.
• We provide a complete marketing service during the year based on a retainer. This process is entirely flexible to tie in with client needs, but usually consists of an agreed number of targeted road-show days with focused and proactive on-going telephone and email marketing based on our extensive knowledge of private client brokers around the UK.
• We believe that a one-on-one meeting with the manager of a fund is the most effective way of marketing a proposition. We ensure that our clients only meet the most relevant individuals in an organisation and we actively manage the roadshow process to ensure that a day of marketing is used as efficiently as possible.
• Kepler provides detailed itineraries and reports before roadshows with comprehensive and detailed information on potential investors. We take significant pride in the high quality board reports we provide on roadshows and on our other marketing activities. We believe that this, and the contractual basis of our relationships with clients, means that we are much more accountable than brokers.