Advisiry Partners

What Advisiry Partners does

AdvisIRy Partners is a privately held, boutique investor relations advisory firm headquartered at 501 Madison Avenue, New York, with senior professionals also located in Boston, San Francisco, and Denver. The firm delivers senior partner-led advisory services to publicly traded and pre-IPO companies, with a client base that includes ICF (NASDAQ: ICFI, served since 2006), Trex (NYSE: TREX, since 2015), Arcosa (NYSE: ACA, since its 2018 spin-off), SP Plus (NASDAQ: SP), and OneroRx. AdvisIRy describes itself as an extension of its clients' teams, with engagements led exclusively by senior professionals rather than junior staff.

Service delivery is organized across five product lines: Investor Relations & Communications (dedicated IR support, quarterly earnings materials, sell-side analyst relationships, press release drafting); Capital Markets Advisory (valuation analysis, investor perception audits, market intelligence, IR planning); Investor Targeting & Market Outreach (institutional investor engagement, non-deal roadshows, analyst days, conference management); IPO Communications & Advisory (end-to-end IPO communications, listing day events, post-transaction planning); and Corporate Citizenship (sustainability/ESG messaging, annual report project management). The firm has no proprietary technology platform; outputs are human-delivered professional services supported by individual partner LinkedIn profiles and a corporate website as the primary digital presence.

AdvisIRy generates revenue through advisory retainers and project-based engagements, with pricing not publicly disclosed. The firm operates an enterprise field sales motion with senior partners originating and managing engagements directly with C-suite executives, CFOs, IR officers, and boards. The team comprises approximately three Partners (Lynn Morgen, David Gold, Eric Prouty), one Director, one Senior Director, two Senior Consultants, and several Associates, drawing on extensive prior experience at Morgen-Walke Associates, Sidoti & Company, Canaccord Genuity, Adams Harkness, Macquarie, Deutsche Bank, Dassault Systèmes, PaineWebber, Goldman Sachs, and other major financial institutions.

Name

Advisiry Partners

Legal name

AdvisIRy Partners

Website

https://advisiry.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

AdvisIRy Partners is a privately held boutique investor relations advisory firm providing senior partner-led counsel to public and pre-IPO companies across IR & communications, capital markets advisory, investor targeting, IPO communications, and corporate citizenship engagements.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory

NAICS

Public Relations Agencies (54182), Public Relations Agencies (541820), Marketing Consulting Services (541613)

SIC

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

akta.pro primary industry

Investor Relations (IR) & Capital Markets Communications (MPAAADAH)

akta.pro secondary industries

Investor Relations (IR) Services (BPAFADAC), Event & Experiential PR (Launches, Stunts, Press Events) (MPAAADAM), Event PR & Communications Support (BPAFADAO)

Keywords

• Investor relations advisory
• Capital markets advisory
• IPO communications
• Investor targeting
• Strategic communications

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investor Relations Advisory Services: Professional services engagement providing investor relations counsel to public and private companies. Services include investor targeting, capital markets advisory, IPO communications, and corporate citizenship support. Revenue is generated through advisory retainers and project-based engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

AdvisIRy Partners is a premier investor relations advisory firm that provides senior-partner-led consulting services to public and private companies. Its offerings span Investor Relations & Communications, Capital Markets Advisory, Investor Targeting & Market Outreach, IPO Communications & Advisory, and Corporate Citizenship. Engagements are customized and delivered as an extension of each client's team to help navigate capital markets and increase valuations.

Product overview

AdvisIRy Partners is a premier investor relations advisory firm offering a unified portfolio of consulting services rather than a software product. The core offerings include Investor Relations & Communications (dedicated IR support, earnings preparation, analyst relationships, press releases), Capital Markets Advisory (valuation analysis, perception audits, strategic IR planning), Investor Targeting & Market Outreach (institutional investor engagement, roadshows, conference management), IPO Communications & Advisory (IPO preparation, roadshow development, listing day planning), and Corporate Citizenship (sustainability reporting, ESG messaging). These services work together as an integrated advisory program designed to help clients navigate capital markets and increase valuations.

Differentiator

Problem solved

Functional benefit

Products and services

• Investor Relations & Communications Comprehensive investor relations services including dedicated IR support, quarterly earnings materials preparation, sell-side analyst relationship management, strategic IR website audit, investor correspondence, event planning, and press release drafting for public and private companies.
• Capital Markets Advisory Capital markets advisory services including IR preparation for equity offerings, valuation analysis, investor perception audits, market intelligence and peer analysis, strategic IR planning, and due diligence support for corporate transactions.
• Investor Targeting & Market Outreach Targeted investor outreach services including institutional investor engagement, investor and analyst targeting, industry conference management, non-deal roadshows, investor and analyst days, presentation coaching, and relationship-building.
• IPO Communications & Advisory End-to-end IPO communications support including IPO preparation, investment banking introductions, investment positioning, roadshow presentation development, listing day event planning, post-transaction planning, and IR website content development for companies preparing to go public.
• Corporate Citizenship Corporate citizenship advisory services including project management for annual reports, investor marketing for sustainability data, and development of presentations and website messaging for corporate citizenship and ESG initiatives.

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• Hudson Technologies (NASDAQ: HDSN)minorOthersEric Prouty, Partner at AdvisIRy, serves on the Board of Directors of Hudson Technologies, a company at the forefront of sustainable refrigerant solutions and energy efficiency. This represents a board affiliation rather than a formal business partnership.
• Metropolitan Commercial Bank (NYSE: MCB)minorOthersDavid Gold, CFA, serves as a board member of Metropolitan Commercial Bank, contributing to key committees including audit, credit, corporate governance, asset recovery and risk management. This is a board affiliation rather than a formal business partnership.
• FedcapminorOthersLynn Morgen serves on the Board of Directors of Fedcap, a leading nonprofit focused on workforce development for individuals facing employment barriers. This is a board affiliation rather than a formal business partnership.
• The Fedcap GroupminorOthersAdvisIRy Partners' team members serve on boards of both for-profit and non-profit organizations including The Fedcap Group, offering expertise in governance and social responsibility.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• Q4 Inc. Technology and analytics platform serving the IR function with investor targeting, perception research, and workflow tools. Not a direct advisory competitor but a complementary/threatening peer whose tech-enabled offerings may displace portions of traditional IR advisory work.

Broad incumbents

• FTI Consulting (Strategic Communications): Global advisory firm with a Strategic Communications segment covering investor relations, M&A communications, and restructuring. Larger incumbent that competes for IR mandates, especially those tied to corporate transactions and restructurings.
• Brunswick Group: Global strategic communications firm with deep IR, capital markets, and M&A communications practices. Larger, full-service incumbent competing for IPO, spin-off, and ongoing IR mandates that AdvisIRy also targets.

Direct peers

• Sloane & Company: Strategic communications and investor relations advisory firm serving public companies, private companies, and PE-backed issuers on IR, IPOs, and special situations. Closely comparable boutique IR peer.
• Gasthalter & Co. Independent strategic communications and investor relations firm serving public companies on IR programs, transactions, and shareholder activism. Comparable mid-sized IR peer with similar senior-led model.
• Joele Frank: Boutique strategic communications and investor relations advisory firm focused on public companies, M&A, restructurings, and shareholder activism. Closely comparable mid-sized IR peer with similar partner-led engagement model.
• Prosek Partners: Independent PR and investor relations advisory serving financial services, professional services, and B2B brands. Comparable on IR advisory and capital markets communications, with similar partner-led model and sector breadth.
• ICR Inc. One of the largest U.S. strategic communications and advisory firms specializing in investor relations, IPO communications, and capital markets advisory. Directly competes with AdvisIRy in serving public companies on IR programs and IPO/SPAC transactions.
• Alpha IR Group: Boutique investor relations advisory serving small- and mid-cap public companies on IR program development, perception studies, and investor targeting. Closely comparable in scale and target customer segment.
• MZ Group: Global investor relations and corporate communications advisory serving small-, mid-, and large-cap public companies. Comparable in service mix (IR advisory, targeting, IPO support) and in operating across geographies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

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 Advisiry Partners