Ferri/Levine

Ferri/Levine is a strategic alliance that unites Third Stream’s macro/fundamental analysis and articulation of technology businesses for investors with the advisory expertise of Robert Ferri Partners. Together, we provide research-driven investor relations targeting recognition of intrinsic value for pre-IPO firms and public companies with market capitalizations ranging up to $1 billion.

Intelligent IR identifies and illuminates the hidden value in publicly-traded companies that lack extensive analyst coverage and trade strikingly below their intrinsic value. We bring an analyst’s perspective and market intelligence to optimize positioning and perception among Wall Street analysts and investors.

Ferri/Levine applies our knowledge of the competitive terrain and workings of capital markets to drive an investor relations process to achieve three goals:

  • Improve a company’s ability to manage investors’ understanding and expectations with clear messaging and guidance
  • Prepare the first tier of due diligence to serve as an on-ramp for analysts, bankers, institutional investors, and partners to engage
  • Identify the value drivers and create situations and conditions in which the company’s valuation is optimized in the market.

We address what is potentially the biggest challenge facing CEOs and CFOs who struggle to achieve a valuation reflecting a full understanding of their company’s vision, diverse intangibles, and comparative standing relative to peers.

For more information, visit Ferri/Levine.


Levine Media Group

Levine Media Group provides content, research, and analysis to life sciences clients in a new age of media in which companies must create rich content to speak directly to the audiences they seek to reach. It was founded in 2013 by Josh’s brother Daniel, an award-winning business journalist who has reported on the life sciences, economic development, and business policy issues throughout his 25-year career. He is host of The Bio Report and RARECast podcasts, a senior fellow at the Center for Medicine in the Public Interest, and a member of the advisory board of the BioCalifornia.

Levine Media Group specializes in taking complex ideas at the intersection of business, policy, and science and making them accessible to targeted audiences. They convince policy makers, excite investors, motivate employees, reach out to patients, and provide life sciences companies with strategic content to achieve their goals.

For more information, visit Levine Media Group.