Best Investor Relations Consulting Experts

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

As a Training Manager at Marriott International, I oversee the design and implementation of comprehensive training and development curriculum for 550+ adult learners at three Renaissance brand hotels. With my doctorate in Organizational Leadership, DEI Certificate, and Life Coach Certification, I have the knowledge, skills, and passion to create engaging and impactful learning experiences that elevate employee and guest satisfaction. In my role, I have been leading monthly educational sessions, training newsletters, career development support, and executive coaching for hotel leadership and managers. I also track and assess the effectiveness of all training and development programs, and manage collaborative partnerships with internal and external stakeholders. I have a proven track record of applying data metrics, staff development, and organizational skills to accelerate results and foster an inclusive culture. My goal is to empower staff to reach their full potential and contribute to the success of Marriott International.

At Evagreen Consulting, I help financial services, small businesses and sports…

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I like to research stuff (companies, industries, products I'm interested in purchasing etc)

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

At Interactive Consulting, my focus is on leveraging over 18 years of experience to drive transformative supply chain solutions. Our team's expertise in manufacturing process improvement and Epicor ERP systems empowers organizations to achieve streamlined operations and cost reductions. With a history of strategic leadership at TotalTrax, I have a proven track record in integrating technology into core business processes to deliver tangible results.My approach harnesses information technology planning to optimize efficiency across diverse industries, from retail to manufacturing. By fostering innovation and utilizing lean techniques, our collective efforts aim to enhance shareholder value and improve customer satisfaction. As a former Chief Product and Technology Officer, I have firsthand experience in executing mergers and driving product strategies that disrupt traditional models, reinforcing my commitment to excellence in operations and technology integration.

Hi! Nice to e-meet you. My name is Nicole Serres (formerly Nicole Smartt). Here are some quick facts about me. * Best-selling author of career book, From Receptionist to Boss. Available on Amazon and Target. * Went from Receptionist to Boss and became an owner of Star Staffing by age 25. * Lead Star Staffing from 3 to 7 locations and increased over 800%+ in revenue * Youngest to be awarded Forty under 40 award and Women in Business by North Bay Business Journal * Top 100 Notable Leaders of 2021 by Sacramento Magazine * Featured in such publications as Forbes, The Washington Post, AOL Jobs, Fox Business, and American Express Business Forum, among others * Focused on leadership, marketing, operational excellence, innovation, and results to generate extensive growth.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

I am a business writer and executive advisor with work featured in Forbes, Fast Company and CEO Official Magazine. For 10 years, I have served as the right-hand strategist to the C-Suite, Founders, Diplomats and Military Leaders. I have led and advised on domestic and international business turnarounds, restructurings, and scale-ups. As a trusted business advisor to senior executives, I serve as a confidante who understands the intricacies of their work, the pressures of performance, and the challenges of transformation. Since 2020, I have had the great privilege of leading large global teams and coaching Fortune 500 executives as they make critical pivots in their business and strategy.

With over 29 years of corporate experience, I specialize in process improvement and change management, leadership development and team building, as well as productivity optimization. I hold the PMP and Prosci certifications, have strong analytical and process redesign skills, and have earned the The Six Types of Working Genius certification. As the former Director of Business Processes and Change Management at a national utility, I led and facilitated change initiatives that enhanced operational efficiency, customer satisfaction, and business performance. These initiatives included transformational ERP projects, Asset Management projects as well as targeted process improvement efforts. I also leveraged my domain expertise in accounting, finance, and economics to provide sound business advice and guidance. My mission is to drive business transformation with process excellence, and to empower teams and organizations to achieve their goals and vision. I am passionate about learning new skills, sharing best practices, and collaborating with diverse and talented individuals.

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

Hi, I’m Keane Angle, and I help founders and entrepreneurs win the hearts and minds of investors by creating powerful pitch decks that land funding.I spent the first decade of my career in ad agencies as a global creative strategist for Fortune 500 brands like Coca-Cola, GE, IKEA, Burger King, Diageo, P&G, and many more.I became a full-time presentation writer and designer in 2017, and in 2020 I started focusing exclusively on my passion: creating incredible startup pitch decks that land funding. I come from a family of entrepreneurs going back several generations, and firmly believe that entrepreneurs are the gateway to a better future for us all.My skill set combines cross-industry business acumen, strategy, storytelling, copywriting, and visual design. So, let’s land you that investment » http://storypitchdecks.com

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

A storyteller at heart with an 18-year extensive track record in brand, digital and sports marketing, adept at crafting narratives that resonate. Thrives on sculpting brands into entities that resonate deeply with consumers. My passion lies in infusing brands with verve, utilizing strategic design, precise messaging, and the right mediums. Known for my intuitive approach, I excel in connecting the dots between data, insights, and impactful actions while staying at the forefront of emerging media trends to engage audiences effectively.

We help our clients dream big and back it up with the expertise necessary to create measurable results for each and every applicant. We are known to deliver the most complete and effective MBA consulting services in the market and maintain a 98.7% success rate for our package clients. When you work with us, you get accepted.