IMS’ credibility with Wall Street is a vital asset for clients. Our ability to improve, and at times transform, a shareholder base is a cornerstone of IMS’ practice.  Our targeting blends cutting-edge shareholder intelligence tools with a proprietary database of small cap investors. 

New Analyst Initiations to Date: 24+

Investor Meetings During Past Year: 700+

Investors and analysts view IMS as a trusted source for new ideas, ongoing education concerning client developments and a conduit for efficient access to management. A strategic, balanced approach is customized to each client and blends multiple channels including:


Investor days/ Open house


Conference participation

Introductory conference calls