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Evolving Model for Investor Outreach

Stonegate specializes in institutional targeting and investor outreach for publicly traded companies.

Stonegate’s extensive institutional relationships and experience creates an unparalleled platform for companies seeking to expand their investor relationships and shareholder base. Our team is made up of investment bankers, research analysts, institutional salesmen and industry experts.  Stonegate is complimentary to existing sell-side corporate access and IR initiatives.

We have relationships with thousands of mutual funds, investment managers, and family offices”
“Our team knows how to package then amplify public companies with a compelling story for a global audience

We help companies tell their story to institutional investors across 15 countries — delivering results beyond borders.

Institutional Investor Meetings set Annually
+
Countries

We have relationships with thousands of mutual funds, investment managers, and family offices

Our team knows how to package then amplify public companies with a compelling story for a global audience.

Stonegate is an excellent outsourced solutions for companies seeking to proactively increase their institutional investor base

Stonegate Investor Outreach Process

Interactive Wheel Interface
Targeting Messaging Introductions
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🎯 Precision Investor Targeting

20-Year Track Record of Connecting Companies with the Right Investors

With 20 years of experience, we connect companies with the right institutional investors through a data-driven, relationship-backed approach. Leveraging proprietary intelligence, behavioral analytics, and CRM insights, we build customized target lists based on fund style, AUM, position size, portfolio turnover, engagement history, and sector alignment. Our global reach spans thousands of institutions across 10+ countries, ensuring broad and strategic exposure.

💬 Messaging That Resonates

A Consistent & Clear Message

We work closely with company leadership to craft a clear, consistent message that aligns with investor priorities, industry trends, and market sentiment. With decades of experience in investor communications, we understand what drives engagement. From positioning your value proposition to optimizing subject lines and calls to action, we apply best practices to increase response rates and ensure your story reaches the right audience—building credibility, trust, and long-term investor interest.

📈 Follow-Up & Reporting

Converting Meetings to New Shareholders

Every investor meeting is a chance to convert interest into ownership. We prioritize detailed follow-up, providing insight into investor reactions, questions, and next steps. By analyzing feedback, we refine messaging, track sentiment, and optimize future outreach. Our team stays engaged post-meeting to keep momentum going and ensure every interaction drives toward long-term shareholder relationships.

🤝 Investor Introductions

Identifying funds is easy, finding the right contact is what matters

Stonegate has deep institutional relationships worldwide. We specialize in connecting you with the true decision-makers, whether portfolio managers, analysts, or corporate access teams. From outreach to scheduling to post-meeting insights, we manage the entire process and deliver a tailored, high-touch experience that drives meaningful engagement and lasting relationships.

Stonegate offers a robust, cost-effective outsourced solution for providing investor introductions and exposing public companies to a broader audience of institutional investors.

Stonegate’s sales team is solely dedicated to institutional outreach allowing us to cover a large universe of institutional investors and increase investor awareness. We employ best of breed data services and manage our campaigns in a CRM and produce tangible results for our client companies.  Our team creates a customized target list of institutional investors whose investment preferences are a match (market cap, liquidity, industry) and proactively arranges direct virtual and in-person meetings in the U.S., Canada, and the U.K.

While we do not provide traditional IR services like press release drafting, earnings call coordination, etc. we are happy to refer one of our preferred partners.

Stonegate is a leading independent research and investor outreach firm.
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SAVANNAH BEAVER

TOM BAKER

Senior Advisor, IR & Communications

Tom is the CEO and cofounder of Reportable, a corporate communications and competitive intelligence software and service. Reportable is helping companies across all industries ranging from top venture-backed startups to publicly traded Fortune 500 companies. Tom has more than 20 years of experience working in corporate communications and investor relations for biotech and medical device companies. Tom graduated UCSD with a B.S. in Pharmacological Chemistry. An avid surfer, Tom grew up in San Diego and currently lives in the Boston area with his wife Melissa and 3 young boys.

LOUISE SHELMIRE

Compliance Advisor

Louise has been employed at Stonegate Capital Markets since 2018 as an independent contractor for compliance functions. Louise was previously with Tradestar Investments and Stockcross Financial Services. She has served as a Sales manager and Compliance Principal. Louise graduated with a BA from Louisiana State University. She currently holds FINRA Series 7, 63, 24, 53, 4, 65 and 9/10 licenses and is currently on a roster available to serve as a FINRA arbitrator.

TABER WETZ

M&A Due Diligence

Taber is a seasoned finance executive with relevant experience in corporate finance, mergers and acquisitions (M&A), and system implementations. He specializes in helping small and midsize companies grow by developing actionable recommendations for operational improvement. Taber has held senior roles such as CFO and COO for public companies ranging from $1 million to $100 million, and President of a merchant bank that raised over $75 million for an alternative energy startup. He earned his BS in Finance/Accounting from Oklahoma State University. Additionally, Taber has led four reverse mergers into public markets, developed and raised over $75 million in seasoned offerings, and successfully implemented POS and accounting systems for multiple companies. His expertise includes financial planning, risk management, and business development, driving significant growth and operational efficiency.

CHRIS GAUVIN

M&A Due Diligence

Chris is a strategic finance executive with extensive experience in accounting, finance, information systems, and strategy. He specializes in helping small and medium-sized companies grow by clarifying strategic vision and creating scalable processes. Chris has held senior roles such as Divisional CFO for a $200 million P&L, VP of Finance at a healthcare startup, and Director of M&A for a $1.5 billion public entity. He earned his Master of Accounting from The University of Texas at Austin and a BBA from Carleton University in Ottawa, Canada. Chris has led financial planning models for companies scaling rapidly, managed over 250 business valuation and due diligence transactions, and spearheaded strategic planning processes for entities with revenues exceeding $1 billion.

PAUL WHITLEY

Strategic Advisor, Stonegate Inc.

Managing Member CFO / COO / CRO
C‐Suite Support Inc.

Paul is a strategic Fractional CFO and Transformational Technology Leader. He joined Stonegate Capital Partners in 2024. His primary responsibilities include driving business growth through financial, operational, and digital transformation initiatives, as well as implementing quality of earnings assessments, preparing Confidential Information Memorandums (CIM), and providing valuation methodologies. Paul previously held senior roles in various high-profile companies, including Senior VP at a $2 billion hedge fund and CFO/COO at a $180 million public company. He earned his MBA in Internet Technology and E-Commerce from the University of Dallas and a BBA in Finance/Accounting from the University of North Texas. Paul is also known for his extensive experience in growing and sustaining shareholder value, system implementations, and mergers and acquisitions.

BOLTON CORWIN

Analyst, M&A Group

Bolton joined Stonegate in 2024. He attended the University of Oklahoma and studied in the school of Business. Bolton works with the Stonegate’s M&A group, interacting with private equity firms and family offices on Stonegate’s buy-side and sell-side transactional business.

ROBIN AGIR

Associate, Institutional Sales

Robin is an institutional sales associate. He joined Stonegate in 2022. He was formerly with SRG Capital Partners. He graduated from The University of North Texas with a degree in marketing and communications.

ROBERT LYNCH

Associate, Institutional Sales & Research

Robert joined Stonegate in 2024. He graduated from Southern Methodist University with a Bachelor of Economics with Finance Applications, and minors in French and Advertising.

BEN DOSSETT

Vice President, Institutional Sales

Ben is a Vice President. He joined Stonegate in 2022. He graduated from the University of Alabama with a Bachelor of Science in general business with a sales certificate. He was formerly with Liberty Mutual Insurance.

LAURA ENGEL, CPA

Senior Advisor,
Research

Laura joined Stonegate in 2011. Her background spans over 20 years in financial services, having held diverse roles in public and private accounting, consulting, and executive leadership. She has broad industry experience within the healthcare, medical technology, and private equity sectors among others, partnering with high-growth organizations as a senior financial officer and consultant. She graduated from the University of Virginia and is a Certified Public Accountant (CPA).

QUENTIN HARRAH

VP, Institutional Sales

Quentin is a Vice President. He joined Stonegate in 2021. He graduated from Louisiana State University with degrees in marketing and professional sales.

JUSTIN MARTIN

Managing Director,
Institutional Sales & ESG Advisory

Justin is a managing director and helps lead the institutional sales effort. He also advises issuers on ESG rating policies and best practices. He joined Stonegate in 2012 and graduated from Auburn University with a Bachelor of Science in Finance. Justin is licensed with Stonegate Capital Markets, Inc. and currently holds FINRA Series 7, 63, and 79 licenses.

ZACH AMREIN

Head of
Business Development, CCO & CFO

Zach is the Head of business development, Chief Compliance Officer, and our CFO. He joined Stonegate in 2016. He formerly worked in Finance at Legacy Housing. He graduated from the University of Kansas with degrees in Finance and Accounting. Zach is licensed with Stonegate Capital Markets, Inc. and currently holds FINRA Series 7, 24, and 27 licenses. 

DAVE STORMS, CFA

Director of Research
Stonegate Capital Partners

Dave joined Stonegate in 2022. He was most recently an equity research analyst at Goldman Sachs. He was formerly a Senior investment analyst at Beneficial Financial Group, an analyst at Valuation Research Corporation, and an investment analyst with The Board of Pensions (PCUSA) focused on public equities. He started his career at Vanguard after receiving his undergraduate degree from Rowan University and a Masters in investment management from Temple University. David is licensed with Stonegate Capital Partners and currently holds FINRA Series SIE, 7, 87.

PRESTON GRAHAM

Partner
Stonegate Capital Partners

Preston is the Head of Institutional Sales. He joined Stonegate in 2010. His primary responsibilities involve managing the sales desk, overseeing our institutional outreach effort, and advising issuers on capital markets strategy. Preston was previously with Howard Financial Services in Dallas. He graduated from Santa Clara University with a degree in finance. Preston is licensed with Stonegate Capital Markets, Inc. and currently holds FINRA Series 7, 63, 79, and 99 licenses.

JESSE SHELMIRE

Co-CEO, Partner
Stonegate Capital Partners

Jesse is Co-CEO/Partner of Stonegate Capital Partners/Stonegate Capital Markets(Member FINRA/SIPC), and a Co-Founder of Stonegate Healthcare Partners. Jesse spent the first decade of his investment career in 1981 at Smith Barney in retail sales and then later at Jefferies in institutional sales. In the mid-90’s, Jesse was the Managing Director of Investment Banking for First London Securities where he managed public and private transactions. In 1999, Jesse joined Stonegate where he’s managed ~100 transactions and currently provides advisory services for both public and private companies with a focus on healthcare. Jesse received his Bachelor of Science in Economics in 1979 from The Wharton School of Business at the University of Pennsylvania. Jesse is licensed with Stonegate Capital Markets and currently holds FINRA Series 7,24, 63, 79, 99 licenses.

SCOTT GRIFFITH

Co-CEO, Partner
Stonegate Capital Partners

Scott joined Stonegate in 1992 and is a co-owner of Stonegate. Prior to joining Stonegate, Scott was a Vice-President at Donaldson, Lufkin, & Jenrette from 1980 to 1988 and a Vice-President at Smith Barney from 1988 to 1992. He received his Bachelor of Science in Marketing from Florida State University in 1979. Scott is licensed with Stonegate Capital Markets and currently holds FINRA Series 7, 14, 24, 63, 79, 99 licenses.