Services

We are an advisory firm. We are short selling experts. Since 2007, we have helped public companies to:

Identify their Short Sellers

We use multiple data sources to model the identities of short sellers, their position size and cost basis. We take a great deal of care to determine why each investor is short your stock, including fundamental, arbitrage and pairs situations.

Find the Right Investors

Our process implements a comprehensive corporate access strategy. We are experts at helping companies find, meet, and attract ideal long-term investors.

Take Action

We formulate and execute an action plan, customized to your specific situation and goals. We have extensive advisory experience in the following areas:

  • 10b5-1 and 10b-18 Share Repurchase Plans
  • Block Repurchase & Retirement of Stock
  • Short Seller Campaigns
  • Investor Relations Strategy
  • Stakeholder/Competitive Intelligence
  • Board/Investor Presentations
  • Press Releases/Conference Call Scripts
  • Mergers & Acquisitions
  • Hostile and Activist Situations
  • Legal Disputes
  • Operational Strategy
  • Valuation Modeling
  • Financial Planning & Analysis
  • Environmental, Social & Governance Strategy
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Why Work With Us

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Our program works

Strong track record with quantifiable results

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Trusted Advisor

We are here when you need us to find answers to tough questions

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We are experts

Combined 40+ years of institutional equity trading experience

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Our work belongs to you

Everything we build and maintain is shared with you in excel format

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Focus

We work with a concentrated group of long-term clients

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Versatility

Our services are tailored to the needs of our clients

HOW WE CAN HELP WHY WORK WITH US WHO WE ARE

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About Us

Chas Barnard
cgb@equityinsightinc.com

Mr. Barnard serves as CEO of Equity Insight and CEO of Short Trends LLC, a short selling analytics company. Mr. Barnard has ten years of institutional equity trading experience, most recently with Jefferies Financial Group (NYSE:JEF), where he served as an equity trader of NASDAQ and NYSE listed stocks of telecommunications, technology, software and energy companies. Mr. Barnard has extensive experience in negotiating and executing large institutional equity trades, committing capital for institutional clients and managing risk. Mr. Barnard holds a BS from Indiana University.

Bill Barnard
wkb@equityinsightinc.com

Mr. Barnard serves as an advisor to Equity Insight and formerly served as CEO. Mr. Barnard has over thirty years of institutional equity trading experience, including block trading positions at Mitchell Hutchins Inc. and First Boston Inc., as well as Manager of Equity Trading positions at Blunt Ellis & Loewi Inc., Rauscher Pierce & Refsnes Inc. and Dain Rauscher Inc. Mr. Barnard has also served as EVP & COO of Frost Securities Inc., the investment banking arm of Frost Bank (NYSE:CFR). Mr. Barnard holds an MBA from the The UniversityofChicago and a BS from Purdue University.

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