expert guidance with integrity

our approach

Partnering with Harbor Access means institutional-grade investor relations delivered with independence, strategic rigor and measurable accountability. We operate without broker conflicts, trading incentives, or hidden agendas. Our advice is aligned solely with long-term shareholder value and capital markets credibility.

We are fully transparent about performance, outcomes, fees, and third-party costs. Every recommendation is grounded in measurable impact. If it cannot be quantified, qualified, or strategically justified, we do not advise it. We hold ourselves accountable and wexpect the same kind of discipline across the capital markets ecosystem, because credibility, consistency, and disciplined execution drive institutional trust.

Our capabilities span the full capital markets lifecycle, translating strategy into consistent and credible market communication.

  • Strategic Positioning & Narrative Development — refining equity stories, investment theses, and long-term value frameworks

  • Investor Targeting & Access — identifying, prioritizing, and engaging institutional, family office, and high-quality retail capital

  • Market Intelligence & Perception Studies — analyzing shareholder composition, liquidity dynamics, and sentiment shifts

  • Transaction & Corporate Advisory Support — capital raises, uplistings, M&A communications, and special situations

  • Ongoing Disclosure & Regulatory Communications — earnings materials, RNS/press releases, shareholder letters, and governance messaging

  • Digital & IR Infrastructure — IR websites, shareholder analytics, SEO/GEO optimization, and investor content strategy

What is Investor Relations?

Investor relations is all about insight, access, and a strong attention to detail, coupled with the power of narrative, to move markets and market makers. With extensive buyside and sellside relationships across North America, the UK and in the EU, we have access to a large network of institutional investors, high net worth individuals, family offices, hedge funds and industry-specific portfolio funds that are always looking for new ideas in the small to midcap asset classes. It’s this kind of knowledge, passion and real-world experience that drives results for our clients.

Investor relations entails myriad activities from the development of strategic messaging, creating a compelling equity story to market perception, REG FD training, corporate actions, shareholder ownership analysis, ESG, ADR contract negotiations, and much more. Whether you need an IR strategy for an upcoming IPO, a capital raise or a recalibration of your capital market communications program, our multidisciplined team can advise you on the best course of action. 

Why small caps need a dedicated investor relations team

Markets are more efficient through the timely creation and dissemination of accurate and relevant information delivered decisively across multiple channels. The most crucial component of any successful investor relations program is a solid investment case. Corporate narratives are always changing, affected by news about the company — starting with earnings reports, financial filings and extending to announcements about strategy, investment, financing and dividend policy. The extent to which these announcements affect a company’s narrative and value will vary, and can change a story in positive and negative ways.

Reaction in the markets is more of a pricing game, and a news story can cause large pricing swings without much change to value. On the other hand, it could cause large value changes which may have little price effect. To the extent you can control things that are within your control, management must play an active role in setting company narrative. However, it’s important to note that outside news about a company can affect both value and price.

Void of research and planning, many companies make hasty and ill-advised decisions that adversely impact their enterprise value. This, like much of our advice, is grounded in real-world global experience and targeted research, namely talking directly with investors about your company, its value proposition, strategy, operations, and why your company is a good long-term investment opportunity. We also provide comms training and support based on a candid feedback loop, that helps you effectively communicate your value proposition at every touchpoint with investors from news releases to earnings calls to 1:1 investor meetings.

Building an Active Market

Our approach to investor relations

A carefully calibrated, effectively executed and continually refined Investor Relations program helps small caps create edge that produces meaningful and measurable results. Harbor Access Investor Relations employs a comprehensive, five-step approach to investor relations, focusing on visibility, connection, and optimization.

IR by HA is our 5-step approach to investor relations that is designed to compound impact trust over time. We proactively facilitate relationships between current and prospective investors, the senior leadership team and the broader financial community to create differentiated value through credibility, trust and understanding. With IR by HA, small companies can gain credibility, attract capital, and foster long-term relationships with the investment community. u

Explore how a disciplined investor relations strategy can strengthen your market position.

Get in touch.