SM Berger & Company Celebrates its 40th Anniversary

SM Berger & Company, Inc., one of the longest-standing investor relations (IR) firms in the U.S., celebrates its 40^th anniversary of providing strategic capital market counseling, financial communications, IR program management, and investor engagement services to emerging growth companies.

As a former research analyst at McDonald & Company, Stan Berger founded SM Berger & Company in 1984, revolutionizing the industry by bringing his capital markets, analytical, and investor understanding to small-cap publicly traded companies. Over the past four decades, SM Berger & Company has served as a trusted C-Suite and Board advisor, providing strategic counseling on the complexities of ever-changing capital markets to over 100 clients. SM Berger & Company has established a diverse portfolio of current and former client engagements, working with public companies in multiple countries, various economic sectors and across market capitalizations.

“SM Berger & Company was started in November 1984, in the attic of my house, with a mission to provide clients with ethical, analytical, and results-oriented IR services,” stated Stan Berger, SM Berger & Company’s Founder. “Throughout our journey, we have focused on partnering with companies that share our values of hard work, integrity, and performance. These standards of service have been key to SM Berger & Company’s longevity and support our seven-year average retention rate of current client engagements. I am most proud of the client, investor, and team member relationships we have developed. I am excited to see how SM Berger & Company will continue to provide clients with expert investor relations, communication and capital market counsel in the future.”

Andrew Berger, SM Berger & Company’s President, said, “For nearly all my life, I have grown up around SM Berger & Company. I remember stuffing envelopes as a little boy so my dad could mail press releases and marketing materials to his investor distribution lists. While the pace, complexity, and structure of the capital markets have evolved dramatically over the past 40 years, the daily value we provide clients remains constant. Our ability to successfully navigate four decades of tremendous change is a direct result of the platform my dad established. Today, our team at SM Berger & Company creates powerful outcomes for our clients through our capital market engagement, experience supporting all areas of high-performing IR programs, and best-in-class technology partners. It has been an honor to work with my dad over the past 21 years. I look forward to honoring his legacy by maintaining the fundamental values he has taught me and everyone who has engaged with SM Berger & Company over the years.”

Acknowledging SM Berger & Company’s milestone, Ian Ellis, Founder and Portfolio Manager of MicroCapital LLC, stated, “For more than 25 years, I have trusted the information and resources SM Berger & Company provides because they have a deep understanding of their clients and the capital markets. In fact, I’m pleased to have introduced several clients to SM Berger & Company over the years, including their newest one, because I know they will be in good hands with Stan, Andy, and their team. I’ve never considered taking a referral fee because wanting my portfolio companies to have the very best IR representation available was more than good enough compensation for my clients and me. This year, my wife and I celebrated our tenth anniversary. Stan and Andy were the only people I have done business with that we invited to our wedding. Need I say more?”

As an active market participant, SM Berger & Company is rooted in the U.S. capital markets. This unique structure for an investor relations firm supports a compelling value proposition for small-cap companies, allowing SM Berger & Company to provide expert and differentiated solutions to its clients. Throughout its history, SM Berger & Company has adapted to the evolving IR landscape, integrating innovative technologies and best practices to provide clients with cutting-edge services. The firm offers a comprehensive and customized suite of solutions, including IR program management, communications programs and strategies, investor engagement and targeting, and strategic research and support. As SM Berger & Company looks to the future, the firm remains committed to its mission of excellence and integrity in investor relations. With a focus on innovation and client service, SM Berger & Company is excited to continue building on its legacy for many years to come.

For more information about SM Berger & Company, Inc. and its services, please visit https://smberger.com/.

About SM Berger & Company, Inc.:

Since 1984, SM Berger & Company, Inc. has been a trusted advisor to more than 100 clients, by providing sophisticated investor relations programs, impactful communication strategies and proactive engagement with investors. Today, SM Berger & Company advises clients globally with market capitalizations between $30 million and $6 billion, and across a variety of economic sectors. As an active capital market participant, SM Berger & Company leverages a differentiated platform to help clients navigate an increasingly complex capital market environment.

For more information, visit https://smberger.com/.

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