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Approach

We work to achieve your key investor relations goals through a multi-faceted approach including an effective strategy, tactical execution, thoughtful advice, and ongoing communication.

Positioning

Ensuring you are well placed to embrace the public markets

Visibility

Enhancing your presence within the financial community

Awareness

Increasing your exposure to key retail & institutional bodies

Coverage

Attracting equity research & analyst coverage

Growth

Identifying sources for growth capital & investment

Strategy without tactics is the slowest route to victory; tactics without strategy is the noise before defeat.

Services

Whether your company is public or private, a successful communication strategy is paramount to your success. The strength of any company hinges on its ability to effectively communicate its business plan to the financial community.

  • Build your company’s spotlight by obtaining and arranging meetings with investors brokers and institutions. We can help grow your database with qualified leads that focus on targeted leads that bring the most exposure.
  • Make sure you’re reaching the correct audience when it counts, through the effective deployment of all pertinent communication using the most advanced CRM tools that provide in-depth analytics on impact and reach.
  • Ensuring your investors are kept informed using both online and offline methods that constantly focus on lead generation and client management, through strategic and regular interactions that include calls, social media outreach, email marketing, and meetings in person.
  • Regular management and maintenance of investor databases with an emphasis on frequent interactions with lead sources using the most effective CRM applications in the market.
  • Utilize a comprehensive digital strategy to build multiple methods to attract investors through effectively designed campaigns that include social media, digital advertising, and email marketing.
  • We are available to help organize and manage your next roadshow, investor meetings ad much more. We can provide a turn-key event solution and manage all aspects required to make it a success.
  • Coordinate with the best outlets to build both press and analyst coverage using our vast network of publications and research centers.
  • Coordination and management of all marketing material, overseeing everything from design to implementation. To ensure you have the most high-impact material available to attract investors.
  • Specializing in providing SAP consultants and staff augmentation to meet your firms specific needs. We have a strong network in the SAP development and product management community. Whether functional or technical, Pinnacle can deliver timely resources to make your projects successful.

We believe in strong, collaborative working relationships. We are passionate about our client’s success and approach our work with a commitment to growth.

Leadership

Spyros Karellas
President & CEO

Spyros has over 30 years of experience in banking and financial advisory. He began his career with Canada Trust in 1989, and has worked for Midland Walwyn, Merrill Lynch and BMO Nesbitt Burns as a Financial Advisor managing investment portfolios for high net worth individuals, family trusts and private corporations.

Most recently, Spyros worked as an institutional equity salesperson for a well known Toronto brokerage firm specializing in renewable energy, technology, oil, gas and mining. His account coverage focused on portfolio managers across Canada and Europe.

Prior to his time in institutional sales, Spyros was Senior Vice- President Sales with an alternative investment management company covering Toronto and the GTA, before becoming Sales Manager for one of Canada’s premier financial software providers serving the banking and brokerage community.

Spyros earned his Bachelor of Administrative Studies from York University, majoring in Accounting and Finance.

We know that your success comes through a combination of the right partnerships and effective management. Learn how we can help your organization reach its full potential.

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Pinnacle Capital Markets