We are a specialized

Investor Relations Boutique

offering clients tailor-made services

Because each client is different unique special

Investor Relations Boutique

What makes us stand out is our ability to create flexible investor relations programs based on our experience of over 25 years; we adapt these programs to the specific needs of each company. 

Each client has a story, a trajectory and a perspective that is unique.

Our Services

IDEAL Advisors adds value during the company’s most critical moments, with brainstorming sessions, the introduction of new ideas, and exchanges in order to generate materials that are fresh and innovative.

EQUITY AND DEBT OFFERINGS

We support the company throughout the transaction structuring process for equity or debt offerings, together with the company, investment bankers, underwriters, as well as legal and accounting advisors.

INVESTOR COMMUNICATIONS STRATEGIES

We assist in the planning, implementation and carrying out of the corporate image that is being projected out to the stock markets, prioritizing the company’s corporate culture and style. 

SHAREHOLDER EVENTS

We manage the planning and preparation of Investor Days in the United States, Mexico, and abroad; as well as the organization and logistical planning of corporate events, roadshows, anniversary celebrations and more.

DISCLOSURE MATERIALS

We collaborate with the company in generating public documents, both in English and in Spanish, as well as dissemination throughout various channels in the U.S., Mexico, and globally. 

Can we help your company?

In New York
Maria Barona
1.917.797.0062
maria@idealadvisorsllc.com

In New York
Melanie Carpenter
1.917.797.7600
melanie@idealadvisorsllc.com

In Mexico 

Lizette Chang
52.81.1778.5926

lizette@idealadvisorsllc.com

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