We are an Investor Relations consultancy dedicated to supporting small and mid-cap listed companies.
Founded in 2016 by Clara Melia, former Head of IR for ITV plc, Equitory now comprises a large team of former in-house IR professionals.
The investment world is changing. Regulatory changes and advances in digital technology are bringing new opportunities for engagement with investors.
However, many smaller companies lack the internal resources to manage their capital markets relationships effectively.
We help companies implement high quality investor relations programmes. We specialise in supporting small and mid-cap companies, enhancing their market position while saving valuable management time.
We leverage our expertise in investor relations and our relationships with analysts and investors, to develop a clear equity story and communication strategy for our clients.
The Equitory team
Equitory was founded by Clara Melia in 2016.
Prior to her consultancy work, Clara was Head of Investor Relations at ITV plc, a FTSE 100 commercial broadcaster, having previously worked in Investor Relations at Close Brothers Group plc, a FTSE 250 leading UK Financial Services Group. Clara is a Chartered Accountant and began her City career at PricewaterhouseCoopers before moving into Corporate Broking for RBS Hoare Govett. Clara has a first class degree in English Literature from the University of York.
Lois joined Equitory in April 2019 as an Associate Director and was promoted to Director in July 2020.
Lois was previously Head of Investor Relations at The Ardonagh Group, the largest independent insurance broker in the UK. Lois was integral to Ardonagh’s debt issuances and built the Group’s IR function as well as leading the external reporting process. Prior to this, Lois held a number of IR and finance positions at Close Brothers Group plc, a FTSE 250 leading UK Financial Services Group, over a period of eight years, where she gained her ACCA qualification.
Geoff has over ten years IR experience.
He was previously Head of IR for Ophir Energy, and prior to that at Salamander Energy. During this time Geoff worked on several M&A transactions, equity fundraisings and on an activist situation. Prior to moving into IR Geoff spent 7 years working in Financial PR covering a range of different sectors including technology, online gaming and property. He is Deputy Chair of the Investor Relations Society (IRS) Education Committee. He is an Alumni of the IRS Deliver programme and has obtained the Diploma in IR. Geoff has a degree in Economics from the University of Nottingham.
Fiona joined Equitory in March 2020 as IR Consultant.
Fiona was previously at Capita plc, the UK’s largest support services provider, where she was Director of Investor Relations until 2019. Having joined Capita in 1997, she held a number of senior roles in the marketing, corporate communications, digital and service design teams before moving to investor relations in 2015. Prior to joining Capita Fiona was a research analyst at The Merchants Group. Fiona has a Certificate in IR from the Investor Relations Society and holds an honours BComm degree and a Masters in Business Studies from University College Dublin.
HEAD OF BUSINESS DEVELOPMENT
Victoria joined Equitory in May 2020 as Head of Business Development.
Victoria has 20 years' experience in equity capital markets, predominantly in sell-side research. She began her career as a sell-side analyst at Dresdner Kleinwort Benson and later moved to Merrill Lynch, covering telecom stocks from both London and New York. She has also worked in PR and IR for UK mid-cap companies at Brunswick Group. Most recently, she was a consumer and TMT analyst at Edison Group. She has an LLM and BSc(ECON) from the London School of Economics.
Sophie joined Equitory in September 2016 as a Manager.
Sophie has extensive experience working in investor relations, having spent 7 years in investor relations at ITV plc. Prior to this, Sophie worked in internal audit at ITV, having qualified as a Chartered Accountant at PricewaterhouseCoopers. Sophie holds a degree in Economics from the University of Birmingham.
Beth is an experienced investor relations professional.
Beth spent over ten years working in-house for FTSE 100 companies, most recently at Taylor Wimpey and British Land. Beth began her career as an M&A analyst at UBS before moving to International Power, where she gained her CFA qualification. Beth holds a first class degree in Economics from the University of Durham.
Samantha joined Equitory in January 2021 as a Manager.
Samantha was previously an Investor Relations Manager at Heathrow Airport, who held a debt portfolio of c.£15bn. Prior to this, Samantha held a number of finance positions at both Heathrow Airport and Pernod Ricard, the second-largest seller of wines and spirts globally. Samantha has a first-class degree in Economics with Accountancy from the University of East Anglia.
Mark joined Equitory in February 2021 as a Manager.
Mark is a Chartered Accountant with experience in both equity and debt investor relations and was previously an Investor Relations Manager at Santander UK. Prior to this he worked at Integrafin Holdings plc, a FTSE 250 investment platform, supporting through the IPO process and implementing the investor relations function. Mark started his career working in life insurance and pensions at Royal London. He holds a BSc in Mathematics with Finance from Queen Mary, University of London, and an MSc in Mathematics from the University of Valencia.
Fay joined Equitory as a consultant in April 2019.
Prior to joining Equitory, Fay was Vice President, Investor Relations at Burberry, having joined the company in September 2007 to establish its first dedicated IR team. She previously held the position of Director of Investor Relations at Experian and prior to that Director of Investor Relations at GUS plc from 2000, where she led all IR activity surrounding the eventual demerger of the group. Having graduated with a geography degree from St John’s College, Cambridge, she spent several years in industry before becoming a retail analyst at DKW and then Merrill Lynch. She has also served as Treasurer and a Board member on the Investor Relations Society.
Mav has extensive in-house and cross-sector Investor Relations experience.
She led the IR functions at SuperGroup Plc, parent of the Superdry clothing brand, Thomas Cook Group, a global travel group and, for almost nine years, Henderson Group plc (now knows as Janus Henderson Group), a global asset management group. She also held IR roles at Aviva plc and Standard Bank Group in South Africa. In her most recent role as Director at Edelman Smithfield, she utilised the range of Edelman’s expertise to help companies credibly and authentically build their reputations with investors and other audiences. Mav holds an honours degree in Economics from the University of Johannesburg.
Samantha joined Equitory in May 2019 as Investor Relations Coordinator.
Samantha is responsible for the organisation of client conferences, roadshows and investor meetings. Previously Team Secretary at Accendo Markets, the online financial trading services provider, Samantha personally assisted the three company directors, and supported the full team of traders. Sam has excellent client relationship skills having started her career as a Branch Manager for NatWest Bank.
Kitty joined Equitory in April 2021 as Associate
Kitty is a Chartered Accountant with a breadth of business experience having provided assurance and advisory services to a range of both public and private clients. Her last role was at Deloitte LLP – Audit & Assurance, where she was Assistant Manager. She holds a BSc in Biomedical Sciences from Durham University.
Jodie joined Equitory in May 2021 as an Associate.
Jodie has nine years of administrative experience supporting c-level executives and senior directors in a variety of sectors, most recently at Naked Wines Plc. Here she was also involved in various Investor Relations tasks including project managing the annual report, scheduling complex roadshows, capital markets days, and investor meetings. Jodie holds a BA in Geography & Management from the University of Leeds.