Breakwater Capital Markets Launches EVEREST, Redefining the Capital Markets Day for a Valuation-Driven Era

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WASHINGTON--(BUSINESS WIRE)--Feb 3, 2026--

Breakwater Capital Markets today unveiled EVEREST, a next-generation Capital Markets Day (CMD) platform setting a new global standard for how public companies communicate strategy, risk, and long-term value creation to investors.

Designed for the next Capital Markets environment, EVEREST integrates decision-grade investor intelligence, valuation-ready content, and high-impact strategy storytelling to enable management teams to deliver Capital Markets Days that build credibility, sharpen differentiation, and drive durable investor conviction.

The launch reflects a fundamental shift in investor expectations and growing dissatisfaction with traditional CMD formats. In Breakwater Capital Markets’ ongoing global investor sentiment survey of over 8,000 global institutional investors with tens of trillions in assets under management, more than 52% report dissatisfaction with today’s Capital Markets Days, citing insufficient rigor, valuation relevance, and standards needed to underwrite with confidence.

Key drivers of dissatisfaction include:

• Generic messaging and recycled strategic narratives.
• Insufficient valuation inputs and limited underwriting transparency.
• Weak risk framing with minimal scenario or sensitivity analysis.
• Strategy elements not clearly linked to cash flows and value creation and valuation coherence.
• Overlong presentations with low signal-to-noise ratio.
• Limited connection between strategy, KPIs, capital allocation, and execution.
• Missing adaptive proof & capacity that drives structural advantage over time.

“In today’s markets, valuation is earned through clarity, credibility, and proof, not aspiration,” said Mark Hayes, Founding Partner and Head of Breakwater Capital Markets. “Investor valuation models are evolving, risk is being underwritten explicitly, and yet too many Capital Markets Days still reflect an outdated approach to communication. EVEREST was built to close the conviction gap by delivering decision-grade content that aligns with how the buy-side now evaluates value.”

A New Standard for Capital Markets Days

EVEREST replaces the traditional CMD model with a bespoke, high-impact platform built around the core drivers of investor decision-making:

• Valuation-ready disclosures: granular financial inputs, scenario sensitivities, downside analyses, capital allocation frameworks, and valuation bridge logic designed for direct integration into investor models.
• Defensible strategic differentiation: sharpening positioning, forcing strategic tradeoffs, and clearly articulating sustainable sources of advantage.
• Rigorous risk and scenario framing: translating uncertainty into structured downside behavior and resilience analysis.
• Execution-linked storytelling: directly connecting strategy to KPIs, milestones, capital priorities, measurable proof points and adaptive proof.
• Valuation Pack: providing underwriting-ready materials that enable investors to assess strategy durability, cash flow resilience, and valuation outcomes with greater confidence.
• Premium limited-access delivery: EVEREST engagements will be limited to 15 global clients each year to ensure bespoke design, senior attention, and enterprise-grade execution discipline.

“Investors today are underwriting durability, downside protection, and management credibility alongside growth,” Hayes added. “EVEREST aligns Capital Markets Days with the realities of the future of valuation delivering the transparency, proof, and rigor required to build lasting conviction and more resilient valuation outcomes.”

For more information about EVEREST and how Breakwater Capital Markets can elevate your next Capital Markets Day, visit our website.

About Breakwater Capital Markets

Breakwater Capital Markets is the global capital markets advisory practice of Breakwater Strategy. We bring distinctive judgment and deep market insight to the decisions that shape valuation, command investor confidence, and position companies for enduring leadership. Our proprietary Valuation Operating System transforms how companies build, defend, and accelerate value — integrating market intelligence, compelling equity narratives, and precision investor engagement into a single, powerful engine. The result: sharper perception, stronger confidence, and resilient valuation in an increasingly uncertain and complex global environment. Trusted by boards, management teams, and investors worldwide, we help leaders anticipate shifts, seize opportunity, create advantage, and excel on the most demanding global stage driving sustained value creation.

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SOURCE: Breakwater Capital Markets

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PUB: 02/03/2026 11:00 AM/DISC: 02/03/2026 11:02 AM

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