Lytham Partners
Lytham Partners is a privately held investor relations firm founded in 2003 that serves small-cap and micro-cap U.S. public companies through retainer-based Corporate Positioning, Corporate Access, and Consulting Services, connecting more than 300 issuers with nearly 1,000 institutional investors via its portal and recurring virtual investor conferences.
- Company typePrivate
- Founded2003
- HeadquartersPhoenix, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Lytham Partners does
Lytham Partners is a privately held investor relations firm founded in 2003 and headquartered in Phoenix, Arizona, with regional offices in New York and Los Angeles. The firm specializes in serving small-cap and micro-cap public companies, providing an integrated platform that combines Corporate Positioning, Corporate Access, and Consulting Services. Its core offerings include narrative development, earnings event management, press releases, corporate presentations, website development, email campaigns to institutional investors, and one-on-one meeting facilitation. The firm operates a proprietary Corporate Access Portal (lythamportal.com) that hosts investor profiles and meeting-request functionality, and runs its own recurring virtual investor conferences across Spring, Fall, Healthcare, and Industrials & Basic Materials verticals. Lytham reports having served more than 300-400 small-cap public companies over its history and maintains relationships with nearly 1,000 U.S. institutional investors.
Lytham's revenue model is professional services-based, with three primary streams: monthly retainer IR engagements priced between $4,250 and $12,500 per month, hourly consulting at $750 to $1,000+ per hour, and investor conference participation fees of approximately $5,000 per event plus webcast add-ons. The firm explicitly states it is not a registered broker-dealer or investment adviser. Go-to-market is sales-led, combining direct outreach to public company management teams, content marketing through blog posts and YouTube, social media on LinkedIn and X, and the firm's own investor conferences as a distribution channel. Customer segments are horizontal across small-cap public companies in healthcare, consumer, technology, industrials, clean tech, and financial services, with additional SPAC/IPO advisory services for pre-public companies.
The firm is owned and operated by its three Managing Partners (Robert Blum, Joe Diaz, Joe Dorame) with no external institutional investors or private equity backing. Leadership additions in recent years include Vice Presidents Adam Lowensteiner, Ben Shamsian (2018, ex-FNY Capital/Sterne Agee), Roger Weiss (Feb 2022, ex-B. Riley/Canaccord) and Vice President of Creative Services Kristen Klein, plus Creative Content Producer Brittany Lucero (2021). The firm operates with a small team of under 10 employees, leveraging its senior partners' Wall Street pedigrees and two decades of institutional relationships as its primary assets.
Lytham Partners firmographics
Firmographics- Name
- Lytham Partners
- Legal name
- Lytham Partners, LLC
- Website
- https://lythampartners.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Lytham Partners is a privately held investor relations firm founded in 2003 that serves small-cap and micro-cap U.S. public companies through retainer-based Corporate Positioning, Corporate Access, and Consulting Services, connecting more than 300 issuers with nearly 1,000 institutional investors via its portal and recurring virtual investor conferences.
- Ownership category
- akta.pro rank
Lytham Partners industry classification
Industry- Product category
- Investor Relations Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)
- akta.pro secondary industries
- Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Finance & Investment Conferences (MPAGAGAG)
Keywords
Where Lytham Partners is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Lytham Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investor Relations Consulting Services: Lytham Partners provides investor relations services to public companies and is compensated by clients for consulting, preparation of collateral materials, arranging non-deal roadshows, and other investor relations services. Compensation structures vary by client, ranging from hourly rates to monthly retainers.
- Investor Conference Participation Fees: Companies pay fees to participate in Lytham Partners' virtual investor conferences, with typical participation fees around $5,000 for conference events, plus additional fees for webcast presentations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Monthly IR Retainer (Standard) |
| Other | Pay-as-you-go | Hourly Consulting (Ad-hoc) |
| Other | Per event | Conference Participation Fee |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Lytham Partners product offering
Product offeringCore offering
Lytham Partners is a full-service investor relations firm serving small-cap and micro-cap public companies. It combines three integrated offerings—Corporate Positioning, Corporate Access, and Consulting Services—to help clients craft compelling narratives, connect with targeted institutional investors, and manage earnings events, press releases, and corporate communications. The firm hosts its own investor conferences and operates a Corporate Access Portal that facilitates one-on-one meetings between client executives and institutional investors.
Product overview
Lytham Partners is an investor relations firm offering an integrated platform combining Corporate Positioning, Corporate Access, and Consulting Services. The core offering includes Corporate Access Portal (a featured company profile platform), Investor Conferences (virtual events with webcasts and 1x1 meetings), and various service modules including Press Releases, Corporate Presentations, Earnings Events, Website Development, Email Campaigns, and Curated Webcasts. The company specializes in connecting small cap public companies with high-quality institutional investors through strategic corporate access programs.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Positioning Services
- Corporate Access Services
- Consulting Services
- Investor Conferences
- Corporate Access Portal
Companies that use Lytham Partners
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles2 records
Lytham Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Lytham Partners partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- B. RileyminorB. Riley analysts participate in Lytham Partners' Analyst Insights virtual fireside chat series, providing market analysis and insights alongside Lytham's team.
- Lake Street Capital MarketsminorLake Street Capital Markets analysts participate in industry panels and fireside chats organized by Lytham Partners as part of their conference programming.
- Carson GroupminorCarson Group's Chief Market Strategist participates in Lytham Partners' industry update panels discussing macroeconomic conditions and market outlook.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Lytham Partners competitors and assessment
Company assessmentDirect peers
- ICR: ICR is one of the largest independent strategic communications and investor relations firms in the U.S., serving small-cap and mid-cap public companies across corporate access, IR advisory, and capital markets communications — a direct and scaled analogue to Lytham Partners' positioning, corporate access, and consulting offering.
- KCSA Strategic Communications: KCSA is a long-standing IR and strategic communications firm focused on micro and small-cap public companies, offering investor relations, digital communications, and corporate access services that closely mirror Lytham's bundled platform.
- MZ Group: MZ Group is a global investor relations and corporate communications firm serving small-cap and mid-cap issuers with IR advisory, ESG, and shareholder communications — directly comparable to Lytham's small-cap IR focus and bundled service model.
- Solebury Strategic Communications: Solebury Strategic Communications is the IR and capital markets communications arm of Solebury, providing investor relations, perception studies, and corporate access to small-cap and mid-cap public companies — a near-direct competitor in the same customer segment.
- The Equity Group: The Equity Group is an IR advisory firm specializing in small-cap and micro-cap public companies, offering strategic IR counsel, investor communications, and corporate access support — directly overlapping Lytham's target customer and service mix.
- Alpha IR Group: Alpha IR Group is an investor relations firm focused exclusively on small-cap and micro-cap public companies, providing IR strategy, corporate communications, and investor outreach — a direct boutique competitor with the same horizontal, small-cap orientation as Lytham.
- PondelWilkinson: PondelWilkinson is a long-standing IR and strategic communications firm serving micro, small, and mid-cap public companies with investor relations, financial communications, and shareholder engagement services — a directly comparable boutique IR competitor.
- Westwicke Partners: Westwicke Partners is an IR and strategic consulting firm focused on healthcare and other small-cap sectors, providing investor relations, investor targeting, and conference programming — overlapping Lytham's healthcare-heavy client base and conference-driven distribution model.
- Burns McClellan: Burns McClellan is an IR firm specializing in healthcare and life-sciences public companies, providing IR strategy and investor access services — a directly comparable specialized competitor within Lytham's largest end-market vertical.
Broad incumbents
- Q4 Inc. Q4 is a larger, technology-led IR solutions platform providing investor relations software, webcasting, and analytics to public companies of all sizes. While its business model is more software-centric, it competes for the same IR-services wallet as Lytham, particularly around earnings events, webcasts, and investor targeting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Lytham Partners social profiles
Digital presenceLytham Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lytham Partners leadership team
Management profileNumber of profiles
Profiles8 records
Lytham Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lytham Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lytham Partners
What does Lytham Partners do?
Lytham Partners is a full-service investor relations firm serving small-cap and micro-cap public companies. It combines three integrated offerings—Corporate Positioning, Corporate Access, and Consulting Services—to help clients craft compelling narratives, connect with targeted institutional investors, and manage earnings events, press releases, and corporate communications. The firm hosts its own investor conferences and operates a Corporate Access Portal that facilitates one-on-one meetings between client executives and institutional investors.
Is Lytham Partners a public or private company?
Lytham Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lytham Partners founded?
Lytham Partners was founded in 2003. It employs 11 to 50 people.
Where is Lytham Partners based?
Lytham Partners is headquartered in Phoenix, United States, in the North America region.
How does Lytham Partners make money?
Two revenue lines are on record. Investor Relations Consulting Services are the primary driver. The others are investor Conference Participation Fees.
Who are Lytham Partners's main competitors?
Direct peers on record are ICR, KCSA Strategic Communications, MZ Group, Solebury Strategic Communications, The Equity Group, Alpha IR Group, PondelWilkinson, Westwicke Partners and Burns McClellan. Q4 Inc. is listed as a broad incumbent.
Does Lytham Partners have an API?
No public API is recorded for Lytham Partners.
What industry is Lytham Partners in?
Lytham Partners's product category is Investor Relations Services. Its primary akta.pro industry code is FSAEAMAN, B2B Channel Partners & Referral Agencies (Cross-Industry Referral), with a secondary code of BPAHADAI, Strategic Partnerships, Alliances & JVs Advisory. Its NAICS code is 54161 and its SIC code is 8742.