Our expertise2

The M&A process represents a critical phase where a comprehensive communication strategy, careful planning and preparation, as well as close collaboration and coordination between all advisors, are central to a successful transaction.

We represent bidders, targets or major shareholders in friendly mergers and acquisitions, as well as unsolicited acquisition proposals and tender offers. We also support potential targets with defence planning.

Our firm has established long-lasting relationships with important stakeholders in M&A projects, such as law firms specialised in M&A, investment banks, business journalists, authorities and political stakeholders.

Our experience, strong local presence, and extensive network are crucial when assisting clients in complex M&A processes, including cross-border transactions.

An IPO is an important and intense stage in a company’s life that involves several audiences and communicative challenges.

We advise on pre-IPO planning to ensure that executives and employees are fully prepared to fulfill the duties of a publicly traded company, with comprehensive investor relations, sustainability strategy and media relations programmes to support liquidity, valuation, and market perception post listing.

We also support companies after listing to facilitate orientation, compliance and value-creating communications in a public environment.

Strategic communication advisory is instrumental in ensuring that the messages effectively reach the capital markets, laying the foundation for a successful transaction, regardless of the specific situation. We advise listed companies and major shareholders in connection with ECM transactions, including share issues, placements, sell-downs, spinoffs and other situations.

Effective Investor relations (IR) communication is crucial for companies seeking to build and maintain strong relationships with the financial markets. We act as a partner within Investor relations to support and guide our clients in regard to clear messaging and ongoing day-to-day activities that target financial markets. This includes ongoing strategic and hands-on investor relations advisory, regulatory training (MAR), financial PR, presenting the investment case and key messages in financial reports, earnings calls and roadshow presentations. Additionally, we undertake IR interim assignments for selected clients.

Capital markets events A capital markets day can be used to clarify the investment case, enhance specific messages, highlight news and objectives and guide the investor community. Fogel & Partners frequently supports executive management teams with development of key messaging, presentation skills, QA preparations and other related activities for such events. We also offer project management services and can take on full responsibility for organising these events.

Media advisory We ensure that key messages and news from listed companies are communicated comprehensively, compliantly and with broad reach to create impact. Fogel & Partners supports with media relations, including media programmes to introduce management to key journalists, background briefings and interviews.

In today's competitive business environment, it's crucial for companies to effectively communicate their value proposition and engage with stakeholders in the financial markets.

Our tailored services, from perception studies to investor targeting, bolster companies' equity stories, enhance stakeholder engagement, and seamlessly integrate ESG considerations into their investment case

The service comprises of:

• Perception study to gauge stakeholder sentiment based on in-depth interviews with selected stakeholders
• Peer benchmarking to assess performance relative to industry peers, aiding performance tracking and improvement of strategies,
• Equity story rebuild, to clarify the company’s narrative for investors, integrating key messages and ESG considerations,
• Investor analysis and targeting to identify and engage current and potential investors, leveraging data to bridge investment gaps and optimise opportunities,
• ESG integration to investment case to identify relevant ESG issues and how they should be integrated into the company’s investment case.

This holistic approach enhances transparency, with the purpose to ultimately strengthening companies' market positions.

A resilient external corporate perception requires transparent relations with media.

Building awareness and understanding among key media outlets increases the possibility of the corporate narrative being conveyed in an accurate manner.

We advise our clients on how to navigate the media landscape and to establish long-term relationships with key journalists. In addition, we equip spokespersons in media and message training, supporting them hands-on, both in execution of long-term plans, as well as in managing upcoming situations.

A crisis or an issue can occur swiftly and most often requires a swift response to prevent both reputational and financial damage to a company. We assist in risk assessment to increase awareness and build risk prevention capabilities.

We assist our clients in swiftly navigating the stakeholder landscape in a crisis situation, managing the crisis at hand by developing messages, training spokespeople, establishing outreach plans meanwhile also planning for reputational recovery.

A strategically positioned management can assist the company in building reputation, relationships with investors and media, and establish an expert position on issues vital for the business.

The CEO, and selected parts of management, are the face of the company to all stakeholders, both internal and external. When introducing a new business strategy or a new product/solution, we advise and support to position our client towards key stakeholders

We help our clients understand and navigate the political landscape in order to support business-critical decisions.

In situations where political or societal interests are at play, we strive to bridge the gap between the company’s business objectives and the ever-evolving political landscape throughout the process. We apply a 360 perspective when forging communication and outreach strategies, aiming to maximise the possibilities of a favourable perception of the situation at hand – among all stakeholders

A change-ready executive team able to communicate and anchor the business strategy and long-term ambition internally is essential for facilitating organisational change.

In close collaboration with the client, we help map the landscape for change while developing a value-creating narrative to internally build awareness, commitment and engagement. We provide tailored communication programmes for the executive team, such as training in presentation techniques, to strengthen their effectiveness as communicators and change ambassadors.

Driving and implementing complex business transformation requires a well-equipped and aligned leadership, mobilised to engage all employees across the organisation.

We advise CEOs and executive management teams on how to plan and execute complex business transformation with impactful communications to meet their business objectives and desired position.

Taking a holistic approach, we create effective leadership communication programmes to prepare and empower the next-level managers, enabling them to drive the implementation and motivate employees.

Integration Communication is vital for ensuring a smooth and seamless transition post transaction. We help our clients accelerate the value of the change by building awareness, stabilising and motivating throughout the transaction process and beyond.

We advise and support clients during the post-merger integration (PMI) process, ensuring the organisation is prepared for Day One, the first day in the new legal constellation, while laying the ground for post-close communication to support the full integration.

Our broad experience, including providing support to IMOs (Integration Management Offices), combined with a strong track-record of cross-functional collaboration with the client’s executive leadership team, group functions and advisors, enables a streamlined process.

Clear and confident investor communication is critical for engaging effectively with the capital markets. Meet the Market is a tailored executive training program designed to help CEOs and management teams communicate with impact.

The program includes:

• Onboarding session to align objectives and expectations
• Research and review of company materials to strengthen understanding
• Coaching sessions focused on messaging, presentation, and investor expectations
• Flexible scope, from training a single CEO to the full management team

With deep expertise in Sweden’s financial ecosystem and a unique third-party perspective, Fogel & Partners equip leaders with the skills to engage investors with clarity, confidence, and credibility.