John Rogers formed JBR advisory in 2018 to offer clients investment research, transaction advisory and consulting services on a customizable and flexible basis.
Provided a valuation analysis for a non-public company subsidiary. Utilized multiple valuation methods to provide a valuation report and letter for use by management and board of directors. This project was fast tracked to meet customer requirements.
Supported a Special Purpose Acquisition Company in the purchase of an operating business and transition to a public operating company. Provided investor education, banker selection, investor relations strategy and related consulting services.
Presentations to management/Board of Directors on investor expectations/perceptions.
Consulting services on proposed acquisition. Analysis of potential investor response.
Specialty research and analysis project for investor focused on specific market sector, including current/historical valuation levels, financial outlook, current expectations and risks.
Provided support and advice to management in structuring investor relations protocols and strategy. Outreach to institutional investors and sell-side analysts.