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“Nagle & Ferri provides an extremely high level of service to both their corporate clients and the rest of the Street. As an analyst, I have found them to be not only very responsive but also proactive in communications and assistance with their companies. In terms of truly digging in and understanding their clients’ business and executing an IR program specific for their needs, Nagle & Ferri stands head and shoulders over the Wall Street IR pack.” –Michael Bertz |
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Founded in 1998, San Francisco-based Nagle & Ferri, LLC, develops business-growth and investor-communication strategies that leverage our clients’ ability to achieve key business objectives, thereby creating a recognizable value for investors, venture capitalists, potential strategic and financial partners, potential acquirers, investment banks and, ideally, institutional and individual investors. Our approach is based on the basic premise that investors (and prospective acquirers) steadfastly demand a demonstrated ability to attain significant milestones in building or maintaining a leadership role in given business category. For publicly traded companies, Nagle & Ferri designs and implements focused, “sales-driven” outreach programs, targeting key sellside and buyside analysts, portfolio managers, institutional and individual shareholders and the financial community as a whole. For private companies, we focus on assisting mid- and later-stage growth companies accelerate their pace toward a specific liquidity event, such as M&A, strategic investment or Initial Public Offering (IPO). For IPO-track companies, we provide a complete pre- and post-IPO program that prepares them to manage the strategic and tactical requirements of the delicate period between. |
Our specialized business services and growth programs include:
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Business plans and models