# Acorn Management Partners

> Acorn Management Partners is a Sarasota-based capital-markets communications firm that helps underfollowed public companies reach licensed brokers and build longer-term shareholder bases. Its unusual pitch is operational rather than atmospheric: a six-step sales process, thousands of broker calls, hundreds of presentations and KPI reporting that turns investor relations into a measured outbound pipeline.

- **Founded:** 2009
- **Headquarters:** Sarasota, United States
- **Founders:** John R. Exley III (Founder and CEO), Gregory S. Lowe (Co-founder and President)
- **Products:** Strategic Broker Awareness Platform, Unified Communications, Full Investor Relations Programs, Capital Markets Advisory, Shareholder Analysis and KPI Reporting
- **Notable:** Built a team of more than 25 people across Sarasota, Alpharetta/Atlanta and New York, according to company and LinkedIn materials., Developed a broker-outreach engine that the company says makes more than 3,000 targeted calls and about 700 broker presentations per client each month., Accumulated more than 75 years of collective Wall Street experience across a leadership group that includes former brokers, fund managers, stockbroker trainers and OSJ owners.

## Products & services

- **Strategic Broker Awareness Platform** — A six-step outreach process that presents an issuer's investment thesis to licensed financial professionals and tracks engagement through a broker pipeline.
- **Unified Communications** — Integrated investor relations, public relations and broker distribution intended to keep a public company's message consistent across channels.
- **Full Investor Relations Programs** — End-to-end investor communications, presentations, announcements, shareholder engagement and reporting for issuers needing an in-house-style IR function.
- **Capital Markets Advisory** — Guidance on capital structure, market positioning, investor targeting and funding opportunities.
- **Shareholder Analysis and KPI Reporting** — Monthly broker-book visibility, perception audits and tracking of call volume, presentations, broker interest, sentiment and position behavior.
- **Global Non-Deal Roadshows** — Tailored investor roadshows in Europe and the Middle East designed to develop relationships without an accompanying securities offering.

## Achievements

- Built a team of more than 25 people across Sarasota, Alpharetta/Atlanta and New York, according to company and LinkedIn materials.
- Developed a broker-outreach engine that the company says makes more than 3,000 targeted calls and about 700 broker presentations per client each month.
- Accumulated more than 75 years of collective Wall Street experience across a leadership group that includes former brokers, fund managers, stockbroker trainers and OSJ owners.
- Maintained publicly documented client engagements spanning at least 2013 through 2025.
- Expanded its positioning from professional-relations consulting to a unified IR, PR and broker-distribution offering.

## Latest updates

- **2026-08** — CEO John Exley published a run of market-structure commentary on LinkedIn, extending Acorn's education-first positioning into regular macro and company analysis.
- **2026-03** — Acorn published an updated broker-driven growth deck with KPI reporting, a monthly broker report framework and company-authored case studies.
- **2025-12** — Presidio Property Trust announced that it had engaged Acorn to broaden visibility, market perception and its long-term shareholder base.
- **2024-05** — A public filing by a client disclosed a consulting agreement for strategic-partner introductions and general business advisory services, compensated with restricted shares.

## Links

- Website: https://acornmanagementpartners.com
- LinkedIn: https://www.linkedin.com/company/acorn-management-partners
- YouTube: https://www.youtube.com/watch?v=FjdUCxeLyfo
- Facebook: https://www.facebook.com/acorn2007

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Profile page: https://yespress.io/acorn-management-partners
Published by YesPress — https://yespress.io
Last updated: 2026-09-23