What Three Part Advisors does

Three Part Advisors is a privately held, Texas-based investor relations advisory firm founded in 2009 by Dave Mossberg. The firm serves small and mid-cap public companies, providing outreach, messaging development, strategic consultation, and full-service IR programs designed to help clients lower their cost of capital by increasing institutional investor awareness and engagement. Its client roster spans manufacturing, telecommunications, healthcare, energy, transportation, consumer goods, and other sectors, with visible logos including Ampco-Pittsburgh, ATN International, AZZ, Bel Fuse, CECO Environmental, Cov Logistics, UFP Technologies, and Solo Brands, among roughly thirty others.

The firm's flagship platform is the IDEAS Investor Conferences, a series of three independent regional institutional investor conferences held annually in New York City (East Coast), Chicago (Midwest), and Dallas (Southwest). Over 15+ years, these conferences have hosted more than 1,250 presenting companies and facilitated over 10,500 one-on-one meetings between presenting companies and institutional investors, with an average of nine one-on-one meetings per presenting company. A roster of buy-side sponsors collectively representing over $100 billion in combined AUM refers quality presenting companies and attends the events, creating a two-sided ecosystem. Three Part Advisors also operates Briley Design Group, a wholly-owned graphic design subsidiary established in 1979, which provides branding, website design, annual report design, PowerPoint design, and event graphics on a per-project basis.

The business operates on a professional services revenue model, combining ongoing IR retainer engagements with conference participation fees. The firm is privately held with no disclosed institutional or venture capital backing, employs 11-50 professionals, and has not pursued acquisitions or geographic expansion beyond the United States. Distribution is anchored in the IDEAS conference platform as a built-in marketing and client acquisition channel, supplemented by direct outreach and a corporate website. No proprietary technology platform or AI/ML capabilities are disclosed in the available data.

Name

Three Part Advisors

Legal name

Three Part Advisors, LLC

Website

https://threepartadvisors.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Three Part Advisors is a privately held investor relations advisory firm founded in 2009 that serves small and mid-cap US public companies with IR programs and three regional IDEAS Investor Conferences connecting them to institutional investors representing over $100B in combined AUM.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investor relations advisory
• Capital markets consulting
• Institutional investor conferences
• Public company communications
• Investor engagement services

Headquarters

HQ city

Richardson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Investor Relations Consulting Services: Full-service investor relations programs including outreach, messaging, consultation, and ongoing IR counsel. Services include building relationships with sell-side and buy-side investors, developing investment thesis and communications plans, and providing ongoing investor relations counsel for corporate matters.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Three Part Advisors is a full-service strategic investor relations advisory firm that helps public companies with outreach, messaging, consultation, and ongoing IR programs to lower their cost of capital. The firm also operates the IDEAS Investor Conferences — independent institutional investor conferences (East Coast, Midwest, Southwest) that connect public companies with institutional investors via group presentations, 1-on-1 meetings, and webcasts. A subsidiary, Briley Design Group, provides graphic design solutions for branding, marketing, and corporate communications.

Product overview

Three Part Advisors is an investor relations firm offering a portfolio of services centered around IDEAS Investor Conferences and strategic IR programs. The core offerings include three regional IDEAS Investor Conferences (East Coast, Midwest, and Southwest) where public companies present to institutional investors, complemented by full-service investor relations programs covering outreach, messaging, consultation, and capital markets strategy. The firm also operates Briley Design Group, a graphic design subsidiary providing branding, marketing communications, and advertising design services.

Differentiator

Problem solved

Functional benefit

Brands

• Briley Design Group: Graphic design solutions subsidiary providing branding, marketing, communications and advertising design services including website design, PowerPoint presentations, tradeshow graphics, and annual report design.

Products and services

• Investor Relations Services Comprehensive investor relations program for public companies including investor outreach, messaging development, strategic consultation, roadshows, sell-side and buy-side targeting, and ongoing capital markets counsel to engage the right investors and lower cost of capital.
• IDEAS Investor Conferences Independent institutional investor conferences featuring quality public companies presenting to professional investors through group presentations, webcasts, and 1-on-1 meetings; hosted annually across three US regions.
• East Coast IDEAS Conference Annual in-person investor conference held in New York City, featuring 60+ presenting companies over two days with group presentations, 1-on-1 meetings, keynote lunch programs, and webcasts.
• Midwest IDEAS Conference Annual in-person investor conference held in Chicago, featuring 70+ presenting companies over two days with webcast presentations, 1-on-1 meetings, and networking sessions.
• Southwest IDEAS Conference Annual in-person investor conference held in Dallas, Texas, featuring 75+ presenting companies with webcast presentations and 1-on-1 investor meetings.
• Briley Design Group Graphic design solutions offered on a per-project basis including branding and logo design, website design, PowerPoint presentations, tradeshow and event graphics, annual report design, infographics, social media graphics, and copywriting.

Quantifiable outcome

• 1,250+ presenting companies hosted at IDEAS Conferences (2020-2025)
• +2 more outcomes

Named customers12 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Briley Design GroupcoreOthers · 1 January 1979Briley Design Group is a subsidiary of Three Part Advisors providing graphic design solutions since 1979. Services include branding, logo design, website design, PowerPoint presentations, tradeshow/display graphics, event graphics, annual report design, print/web banner ads, infographics, social media graphics, and copywriting. Operates on a per-project basis without long-term retainer contracts.
• 1102 PartnersminorGTM or Marketing PartnerFamily Office and Investment Advisory firm sponsoring IDEAS Investor Conferences. Manages Special Situations Micro-Cap portfolio for 20 years.
• Adirondack Small Cap FundminorGTM or Marketing PartnerNo-load mutual fund managed by Adirondack Research and Management since 2005. Focuses on small-cap turnaround situations. Conference sponsor.
• Aristotle Capital BostonminorGTM or Marketing PartnerInstitutional asset management firm focused on Small Cap Equity and Small/Mid Cap Equity strategies. Conference sponsor.
• Barrow Hanley Mewhinney & StraussminorGTM or Marketing PartnerValue-oriented investment strategies provider managing $80+ billion in assets for institutional investors, mutual funds, and family offices since 1979. Conference sponsor.
• Granahan Investment ManagementminorGTM or Marketing PartnerIndependent, 100% employee-owned firm with $3+ billion in AUM. Focuses on emerging market stocks across small- and mid-market capitalization. Conference sponsor.
• Westwood Holdings GroupminorGTM or Marketing PartnerInvestment asset manager providing advisory and trust services. Founded 1983, based in Dallas, Texas. Conference sponsor.
• Luther King Capital ManagementminorGTM or Marketing PartnerSEC registered investment advisory firm founded in 1979 with $15 billion in AUM (as of 2014). 81 employees including 48 investment professionals. Conference sponsor.
• Great Lakes AdvisorsminorGTM or Marketing PartnerChicago-based investment manager with $4.2 billion in assets. Provides large cap and small cap value equity, fixed income, and systematic strategies. Conference sponsor.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ThreePartAdv

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Three Part Advisors