Corporate Access

Oppenheimer’s Corporate Access & Research Marketing Services team utilizes our top-ranked research analysts, sales & trading professionals, desk sector specialists, and equity capital markets desk to connect issuers with the right institutional investors.  The team strategically tailors each event to maximize corporate management’s use of time, and concurrently add value to key portfolio managers and analysts.


In addition to Oppenheimer’s high profile conferences, our team facilitates more than 3,000 company-investor connections annually. This includes several hundred deal- and non-deal roadshows, field trips, bus tours, site visits, and other bespoke events throughout the United States, Canada, Europe, and Asia. 


Why Use Oppenheimer?


  • Tailored schedules to meet corporate managements’ objectives
  • Unique insights and market color on specific companies from both sector traders and research analysts
  • Detailed insights into buy-side investment preferences and anecdotal industry commentary
  • Timely feedback to corporate managements post-event
  • Analysis of shareholder base, geographic distribution of current/prospective investors, and targeted recommendations for specific marketing trips

Highly Differentiated, Comprehensive Equity Distribution Capabilities

    1. Leading provider of growth and mid-cap investment ideas to our institutional and retail clients.
    2. We maintain a geographically-focused, bulge bracket-like distribution capability. Our regional approach enables us to focus on smaller, growth-oriented accounts that are often overlooked by other firms, which account for roughly $500 billion of incremental capital from 100+ additional accounts
    3. One of the largest independent broker dealers with more than 1,100 investment advisors servicing high net worth individuals
      • 300,000+ accounts, $80+ billion in client assets, 90+ regional offices

Senior  Institutional Sales Force

    1. 125+ institutional sales professionals throughout the U.S., Europe, Israel and China with relationships to over 1,000 accounts globally
    2. Average of 15 years of industry experience
    3. Oppenheimer has one of the broadest distribution platforms among middle-market investment banks

Extensive Marketing Experience

    1. We host over 600 non-deal roadshows annually, over 100 customized events and four flagship conferences
    2. Full-service support includes pre-meeting management preparation, meeting logistics, post-event investor feedback, etc.