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Corporate Access

We understand that finding the appropriate blend of institutional ownership requires a substantial commitment of both resources and time. That is why our team of Corporate Access professionals works in a shareholder advisory capacity with our corporate clients to help them find stable, fundamental, and long-term investors to reach their institutional ownership goals.
Our work is focused on striking the optimal balance between aligning the goals of our corporate clients with the appropriate objectives of our investing clients.
By working in concert with our sales trading, research, and investment banking teams, we leverage the collective market expertise of an industry-leading capital markets platform and use that knowledge and market depth to benefit our clients.

How we help

Our advisory efforts include:
  • Institutional investor marketing strategy
  • Shareholder analysis
  • Geographical prioritization
  • Investor targeting
Our events are structured to derive maximum value for our attendees and are characterized by:
  • Integrity in our actions: We deliver what we say within the timeframe to which we commit.
  • Open flow of communication: We partner with your investor relations team to ensure there is an understanding and comfort with the execution and process of the event.
  • Logistical execution: We integrate your unique requirements and needs into a professional and seamless experience so your focus remains on your investor meetings.
  • Timely and relevant feedback: We make every effort to provide quality, honest, and useful feedback to our clients quickly after non-deal roadshows are completed.

What customers are saying

"Thank you so much for hosting us on our market visits in New York, Philadelphia, and Baltimore. Simply said, this was THE most productive market visit I have had in my 10 years as CEO. We saw the right people in the right environment with the right levels of Wells Fargo support. The New York lunch, for example, was especially well done. We had a good audience of important owners and prospects. The individual meetings you set up for us were equally outstanding. You've got a first-class team – the best I've seen (ever) in action. They know your clients and our story. Thanks again, for a superbly conducted market visit. We appreciate your support."

– CEO of a Fortune 500 consumer company

"We truly appreciate the effort that went into planning our meeting schedule in particular. It was refreshing to have a day of productive and constructive meetings. It was also wonderful to meet some new faces. As I organize and run many events myself, I know how time consuming they are. Again, thank you for having us and we look forward to working with you again in the future."

– Director of Investor Relations of a Fortune 500 healthcare company

"It was a great investor trip with excellent meetings. Thank you for your help and guidance. We look forward to doing it again."

– Chairman/CEO of an energy company

 
Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Prime Services, LLC, a member of FINRA, NFA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Securities, LLC and Wells Fargo Prime Services, LLC are distinct entities from affiliated banks and thrifts.