"Thousands of small-cap investor meetings happen annually. CEOs, investment bankers, and IR professionals often think the meetings went great, whereas investors routinely think the opposite."
Find out why...smallcapinstitute.com/capita…
Small-cap companies raise $25-$40 billion every year in the equity capital markets, and every special situation fund manager that provides this growth capital would confide in private that most of the financings are needlessly dilutive.
smallcapinstitute.com/the-ro…
"It could be a waste of everyone’s time to plan on raising 25 percent of your market cap by selling common stock at market, if...." smallcapinstitute.com/the-ro…
"More often than not in small-cap finance, companies garner similar amounts of capital and similar financing terms to similarly situated companies i. e., industry, market capitalization, exchange, trading volume, etc." smallcapinstitute.com/the-ro…
Many companies lump all activists into one category, but in reality, there are many different types of activist hedge funds, each with different investment models and different objectives in terms of the timing and size of their investment return.
The activist hedge funds with the best reputations have a multi-year view of value creation in the companies they target and can materially improve the companies they work with.
"Overpromising and underdelivering is frankly the death knell of any small-cap company"
From SCI article, "Three Characteristics of Companies That Successfully Uplist."
smallcapinstitute.com/three-…
Uplisting can be a transformative event for a publicly traded company for all the same reasons a traditional IPO can be. But every CEO who has succeeded with their migration to an exchange will attest that it is a multi-year minefield of risks.
smallcapinstitute.com/three-…
For small-caps, the menu of potential financing structures can be downright intimidating. This article explains the most common types of small-cap equity and equity-linked financings, and the high-level pros and cons of each.
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Want to hear the insider playbook for small-cap financings? There's a class for that. Open to anyone, including investors, interested in the ways in which companies raise capital. Reg: on.zoom.us/ev/AApWyWBBGHt8LS…
Join us in 10 minutes for the webinar, Small-Caps & Media: Dos and Don’ts From a WSJ/Bloomberg Veteran
us02web.zoom.us/j/8188754345…
Small-Cap Institute retweeted
Assessing management and the board are a big part of my investment process. I was honored to participate alongside David Scher, @TheAdamJEpstein, @AltaFoxCapital in creating @smallcapinst FREE online course.
microcapclub.com/2021/10/und…
Three takeaways from our Understanding and Assessing Small-Cap Boards short course (free to watch)....
If you haven't yet viewed the course, you can do so here. I/we are biased, having brought it to life, but I think every small-cap investor really needs to watch this free video.
We've put together a 50 minute course on how small-cap investors can better understand and assess the boards of their portfolio companies. It's free to view. Learn more here: smallcapinstitute.com/unders…
Small-Cap Institute retweeted
Great to see all the investing and boardroom icons provide their thoughts on this first-of-its-kind video. You can read them all here: smallcapinstitute.com/unders… #CorpGov
Today Small-Cap Institute is proud to deliver a short course investors have been asking for: Understanding and Assessing Small-Cap Boards: For Investors, By Investors. Learn more here: smallcapinstitute.com/unders…










