Senior Counsel • Wall Street Relationships  Customized IR Programs • Service Mindset

Ask any of our clients and they’ll tell you that our level of service and the value of our work is unsurpassed by any consulting firm in the industry; that explains the team’s track record of 98% client retention over 20 years. Stratos Advisors client engagements range from private high-growth companies to Fortune 500 corporations. 

Within the Stratos team, we collaborate to leverage our diverse and seasoned backgrounds, and extensive relationships on Wall Street, to create programs that are tailored to meet the needs of each client.  We take an in-house approach to every engagement.

Whether you need high-level strategic counsel or tactical deliverables, we are primed to help you achieve your IR goals and navigate any financial communications challenges your company might face. 

What differentiates us from other firms?

Expert & Seasoned Counsel: All of our IR programs are managed exclusively by professionals with over 20 years of extensive IR and capital markets experience, guaranteeing consistently high-level senior expertise throughout the relationship. Stratos Advisors maintains one of the lowest partner-to-client ratios in the industry, guaranteeing that every engagement receives the same level of attention from a senior investor relations professional. This intimate and high-touch approach is imperative in high-stakes situations that require the attention of a thought partner that can deliver credible strategic counsel.        

Client Focus: We are selective in our client engagements, enabling us to work with just a few companies at a time. As a result, each client benefits from a consistent level of senior support and commitment every day.  With a strong record of client retention, our long-term relationships with companies flourish due to that comprehensive dedication.

Extensive Wall Street and Industry Relationships: We recognize that each company has a unique investment thesis, so we take a comprehensive approach in understanding our clients' businesses, competitive advantages and challenges. This technique allows us to provide insight and counsel as a strategic member of a client's team, with the objectivity and depth of expertise of a senior consultant.

Extensive Wall Street and Industry Relationships: Our years of IR and Wall Street experience have proven to be invaluable to our clients. We routinely leverage a robust network of contacts within the buy- and sell-side, banking, listing exchanges, legal, accounting, and media to deliver results. That carefully cultivated network helps our clients maximize their exposure to Wall Street, whether our goal is to expand sell-side coverage, gain access to targeted investor conferences, assist with a successful IPO, or execute road shows for optimal attendance and outcomes.

Customized IR Programs: Each company we work with has a unique investment thesis, so we take a comprehensive approach to understanding our clients' business model, competitive advantages, growth catalysts, and potential challenges. Armed with a nuanced appreciation of each client’s circumstances, history, and goals, we are then positioned to deliver expert insight and objective counsel as a strategic member of the team.

Flexible Work Arrangements: Every company should have a sophisticated investor relations program that fits its size, resources, and culture. Stratos Advisors has the experience and flexibility to support companies with stand-alone projects, but we also offer on-site, full-time interim IR support. With long-term retainers, we can work on-site as part of the team and act as a company’s outsourced IR department.