The Cockrell Group is a capital markets development firm focused on enhancing investor awareness for small-to-midcap companies.

It aligns a company's strategic goals to an institution's investment thesis and fundamentals to create a sound, long-term investment objective.

  • 10%

    Market capitalization impacted by GOOD investor awareness

  • 15%

    Market capitalization impacted by POOR investor awareness

  • 65%

    Management NOT IN SYNC with investors & analysts

Rely on Us

  • Business

    Exclusively experienced Senior Professionals dedicated to attentive, prompt service will manage your business.

  • Investment

    Our extensive network within the investment community enable us to target the right and institutions that will support your company in the open market and provide research coverage.

  • Focus

    Our capital markets experience enables us to combine equity analyst insight with non-traditional investor relations practices to build your company’s presence in the financial markets.

Refco

“Rich Cockrell is for companies seeking an experienced and effective communicator in the Investor Relations field. A consummate professional; responsive, polished, communicative, that understands large, complex, dynamically-changing global companies and articulates matters with clarity. His experience and tact make him a very solid communicator and advocate for his clients interests.”

Thomas Keresztes,

Senior Vice President / Refco Securities

Refco

Rich has a strong understanding of the investment community and has familial relationships throughout the healthcare industry. He quickly helped us take a fresh approach to communicating our story with the right audience. He has a tremendous, positive attitude and was a pleasure to work with over the past year. I would highly recommend his services to other small cap healthcare companies.

Steve Armond, Chief Financial Officer,

T-Systems

Refco

Rich is a very knowledgeable and capable IR consultant. He has effectively helped us position our story to the market place and has been helpful crafting an IR strategy for our firm.

David Boone, Chief Executive Officer,

American CareSource Holdings

What We Do

The Cockrell Group’s extensive network of contacts within the investment community; this is one of our firm’s most valuable assets. We believe our ability to identify and match the best investors with the right clients is where we add the most value to the equation. By focusing on making the right introductions, we make the best use of your corporate management’s valuable time and resources.

We provide value with the following activities:

  • 33% of corporates are developing shareholders internationally...

    Executing an international,
    targeted buy-side, sell-side and retail awareness campaign that focuses on relevant valuations and liquidity.
  • Only 26% of corporates use social media actively for investor engagement...

    Enhancing investor awareness by developing and distributing equites-focused content to notable investor sites such as; Seeking Alpha, Street.com and Motley Fool.
  • 10% of corporates leverage the media for investor outreach...

    Extending awareness efforts through media placement opportunities on national networks such as; CNBC, FOX Business and Bloomberg TV.

Being descriptive about your company is different from being persuasive to investors. Describing you company is easy. Persuading investors is hard. At The Cockrell Group, we build a clear and concise investment thesis that outlines the risk and reward merits of your company’s stock, identify its risks and spell out how your company’s management mitigates those risks.

We Provide value with the following activities:

  • Developing an investment thesis and key messages that are consistent with corporate strategy.
  • Preparing conference call scripts and preparation tools for management complete with anticipated questions and suggested answers.
  • Drafting and editing of financial releases and other investor-related communications.

When it comes to dealing with pressing corporate or investor relations matters, such as communicating an earnings shortfall, coping with new SEC rules, or anticipating how the investment community will react to a potential M&A transaction, we have the knowledge and experience base necessary to provide insightful counsel to our clients. The principals of the Cockrell Group meet regularly with key members of the investment community to gauge changes in investor sentiment and to understand investment community reactions to various regulatory issues.

Other consultative benefits include:

  • Senior-level insight into dealing with corporate investor relations issues.
  • Feedback from meetings and follow-up interviews to continuously update campaign messaging.
  • Counsel on regulatory matters (i.e. Reg FD, Sarbanes-Oxley).

The Difference

Your management team has a business to run. Most of our clients do not have the time and resources to handle the critical, day-to-day interactions that most investors often demand. Unlike other investor relations firms, the Cockrell Group has a proactive investor relations program that can serve as a buffer between management and their sometimes overly frequent interactions with the financial community.

A timely response by us to the investment community on behalf of your management team goes a long way toward keeping investors satisfied with the attention they rightly deserve. We then follow that up with comprehensive logs of all communications and immediate feedback to your management team.

The overriding goal of our call campaign initiative is to seed immediate investor awareness. To ensure its efficiency and success, we take a highly focused and strategic approach by introducing the company to our existing clients while identifying new investors and analysts. We identify the most likely investors to be interested in the company’s investment thesis. Our calling campaign provides the most effective measure in delivering results. Included in our active call campaigns are:

  • Dedicated call associates.
  • Proactive distribution of materials.
  • Real-time feedback

The Team

Rich Cockrell

President

Rich Cockrell has a combined 20+ years experience in investor relations and as a Wall Street analyst. He has managed Strategic Finance, Financial Planning & Analysis and Investor Relations activities at Fortune 100 and 1000 companies such as Kinetic Concepts (KCI), The Home Depot Inc., El Paso Corp., ING Americas and Motorola. It was early in his career, while an Equity Analyst with UBS, when Rich first discovered his gift for investor relations. His broad experience spans a multitude of key industries and encompasses publicly-traded, pre-IPO, high growth, under-valued and liquidity-challenged companies.

Notable Professional Accomplishments:

Managing successful refinancings of $500 million to $1 billion.

Delivering on strategic initiatives that saved over $1 billion for the world’s second largest retailer.

Successfully completed the largest IPO in Canadian history for a large insurance conglomerate.

Rich Cockrell

Chandra Pierson

Vice President

Chandra Pierson is an accomplished senior finance professional with more then 10 years of broad-based experience in the structured finance industry. Chandra’s expertise includes the structuring, negotiations and management of financial transactions for Fortune and small to medium sized organizations. Her product knowledge includes equitiy financings, conduit securitization and asset backed securities. Most recently, she was Vice President at SunTrust Robinson Humphrey where she oversaw the origination and execution of structured finance and asset backed securitization transactions and provided strategic advisory solutions for a client portfolio exceeding $1 billion.

Ms. Pierson is a trusted advisor recognized for her keen ability to solidify relationships through consistent execution and delivery of unique quantitative analysis.

Rich Cockrell

Pascal Philippe

Vice President

Pascal has a 10 year background as a financial analyst and a practiced comfort with financial statements. Prior to joining The Cockrell Group, Pascal was Director of Administration and Finance for OneMedPlace where he was intimately involved with producing their bi-annual finance conferences, interacting with C-level executives, and investor outreach.

Concurrently, Pascal has been closely involved with multiple start-up ventures building business plans and preparing investor presentations.

Akpo "AJ" Igherighe

Vice President

A veteran entrepreneur with a knack for turning ideas into multi-million dollar ventures, AJ Igherighe is addicted to the process of helping good businesses become extraordinary businesses. With an eclectic portfolio of roles at firms such as ING Financial Services, Household Finance and McKinsey & Company, AJ has excelled as a management advisor, business analyst and strategic consultant, to name just a few of the hats he’s worn.

With a finance degree from the Goizueta Business School at Emory University, AJ brings multiple fields of expertise to the table, making him a valued advocate for new business ventures and companies entering their next stages of growth.

Engage Us

We’re ready to work on your behalf...

VISIT US

Atlanta

271 17th St. NW
Suite 530
Atlanta, GA 30363

New York

555 Madison Ave.
5th Floor
New York, NY 10022

CONTACT

t: 877.889.1972
f: 678.669.1925
investorrelations@thecockrellgroup.com

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