Engagement Model

Working With Stellium

Senior capital markets advisory: strategic counsel, investor relations and execution support for ambitious listed and pre-IPO companies preparing for important moments.

Management teams at listed and pre-IPO companies face a common challenge. They need access to experienced capital markets and strategic advisory expertise, but often lack the scale or justification for a full in-house team.

Stellium acts as an extension of management, providing senior-level capital markets judgement first, with investor relations, communications and execution support deployed in service of that strategy rather than as standalone offerings.

Our engagement models are designed to provide long-term strategic support rather than transactional project work.

To ensure a high level of service and direct senior involvement, Stellium works with a limited number of retained clients at any one time.

A structured start. Not a rushed pitch.

Every engagement follows the same underlying logic: first assess how the company is currently understood by investors, then advise on the strategy and narrative needed, and only then move to execute through corporate access, digital communications and campaigns.

01

Initial Discussion

A confidential conversation to understand your objectives, challenges and growth ambitions.

02

Investor Readiness Audit

Where appropriate, we undertake a detailed assessment of how the company is currently understood and valued by investors: its market positioning, narrative and investor engagement.

03

Strategic Roadmap

We identify opportunities, priorities and areas of focus, and agree the scope of ongoing support.

04

Ongoing Partnership

A tailored retained engagement providing ongoing support and strategic advice at a senior level.

Three levels of retained partnership.

All engagements are retained and structured around your specific objectives. Scope is agreed at the outset and reviewed regularly.

Partner

For companies seeking ongoing capital markets advisory support: strategy and market positioning, with communications and digital presence aligned beneath it.

Typically includes
  • Capital markets positioning advice
  • Investment narrative refinement
  • Monthly strategic review meetings
  • Strategic communications support
  • Investor-facing content support
  • Website and digital presence review

Strategic Partner

For boards and management teams requiring ongoing senior counsel across capital markets, growth strategy and corporate development.

Typically includes
  • Everything within Growth Partner
  • Board-level strategic support
  • Growth strategy development
  • Capital markets strategy
  • Corporate development advice
  • Transaction and acquisition support
  • Direct senior adviser access
Investment

Retained engagements typically range from £60,000 to £150,000+ per annum, depending on scope, complexity and the level of support required.

We are best suited to ambitious listed and private companies seeking long-term strategic support rather than short-term marketing or communications projects.

We are selective about who we work with.

Stellium is typically engaged by

  • Listed companies
  • Pre-IPO businesses
  • Companies preparing for capital raises
  • Management teams seeking institutional investor engagement
  • Boards navigating strategic change
  • Businesses requiring senior expertise without building a large internal team

Generally not the right fit for

  • Start-ups seeking basic marketing support
  • One-off social media projects
  • Companies looking for the lowest-cost provider
  • Organisations seeking purely transactional communications services
  • Businesses without the budget or intent for a serious retained advisory relationship
The First Step

Most engagements begin with an Investor Readiness Audit.

The Audit provides a practical assessment of your investment proposition, market positioning and readiness for future capital markets activity. The £1,500 Audit fee may be credited against your first retained engagement if you proceed within 30 days.