Informing your
corporate strategy with intelligence and connectivity
We help you crystallise the true value of your business through thoughtful and considered investor intelligence and making the right connections.
We are specialists in investor connections, corporate perception studies and corporate strategy
With thoughtful consideration, we ask meaningful questions to the relevant group of investors to get you high quality, actionable feedback. We can help you to bridge the gap between your business and financial markets by fine-tuning your corporate narrative and identifying and connecting you with the right investor group for you.
We believe that excellent investor connections and regular perception studies are invaluable management tools to inform your corporate strategy and deliver efficient corporate communications.
We help you to develop corporate narratives that reflect your values and beliefs; storylines that illustrate your commitment and behaviour, target the right capital and investors, and translate great ideas into straightforward investor language and connect you with the right investors.
About Us
Rowan Tree Capital is a strategic investor relations consultancy. Averaging 18 years of experience, we are a purpose-driven team that has exceptional capital markets expertise. Our core added value is our deep and broad knowledge of financial markets, and our close connection and understanding of investors.
Our thoughtful and considered approach underpins the long term dialogue we have established with investors and corporate management teams over the years.
Our connections extend globally across borders and across a broad range of investor types. Our highly experienced capital markets specialists come from both equity and debt backgrounds, as generalists market practitioners, sector specialists and research analysts.
Our services
Investor Intelligence
Understanding what the market thinks of you is the foundation of strong corporate communication. An intelligent perception study gives you the insights and tools to control your enterprise value, cost of capital, your reputation.
Investor Connectivity
We connect you with the right investors to achieve your fair value. Investor targeting and analysis. Deal and Non-Deal Roadshow organisation across the globe. Capital markets and investor day preparation and organisation.
Corporate Strategy
We help you with a well crafted and considered investor targeting strategy that reflects your hard work and valuation. Our specialist teams bring deep industry knowledge and storytelling expertise to help you create your equity story, position your story and define the right KPI's for your business.
Our team
Wai Yim, CFA, CAIA
Wai Yim is an experienced story teller and has masterfully crafted thousands of investment stories in her 20 years on Wall Street. She has deep and broad connections with institutional investors across US and Canada. Clients describe Wai as an observant listener who responds by delivering services based on their specific needs. Most recently Wai has helped less liquid, small and mid-sized European companies target asset managers with mandates spanning the public and private investment space.
Mick Chu
A financial services professional who has consistently listened and delivered to clients and colleagues over three decades. He started as a research analyst in London with SG Warburg, transitioned to sales roles in New York and London with Credit Suisse and Lehman, then pivoted to CAO/COO in Paris and Amsterdam with Lehman and Nomura. and most recently as Consultant for CEO’s in various Private/Public markets, he has cultivated, sustained and enjoyed relationships with key stakeholders across the global financial community.
Kelly Chu
With 13 years of experience within top tier investment banks, Kelly was formerly a Director at Citigroup working within equities. She focused on Institutional and Hedge Fund investors based in Europe, US and Asia. Kelly previously worked at Barclays, UBS and Dresdner Kleinwort, within equities, debt and emerging markets. Kelly has a deep and extensive knowledge of financial markets and its key participants, with experience in communicating strong investment cases to a broad investment community.