Investor Relations
Our deep understanding of the investment community allows us to execute on the mission to expand our clients’ visibility and drive valuation. Whether you’re considering an IPO or a seasoned large cap, we believe the fundamental principles that drive valuation are the same:
- A consistent, branded message that resonates with the capital markets.
- A thoughtful distribution method that incorporates both traditional and contemporary channels, from earning releases to Twitter.
- Continual engagement with the right presentation, delivered at the right time to the right audiences. At conferences, on road shows and to analysts.
- Persistent communications that sets real world metrics, measures and achieves them.
With decades of advisory and in-house experience over every possible business cycle, we do the heavy-lifting, free your organization to focus on growth and profitability. Our programs open the door to investment, engagement, broader followings, research, and awareness.
Program Development
01
- Message development/refinement
- Investment thesis
- Key messages
- Content Recommendations
- Schedule Development Recommendations
- Investor Website Development/Review
Quarterly Earnings Content
02
- Prepared remarks
- Earnings release
- Q&A prep and rehearsal
- Earnings deck
- Earnings short form video
- Peer comparisons
Quarterly Investor Sentiment Recap
03
- Thorough surveys
- Analyst feedback
- Media review
Annual
04
- Annual Report content and creative
- 10-K review and contribution
- Annual Meeting presentation and remarks preparation
High Impact ESG Visibility
05
- ESG Reporting Framework development and materiality assessment
- ESG Report-writing
- Climate disclosure obligations
- Governance Roadshows
- ESG Content Plan
Perception and Impact
06
- Perception Studies
- Ongoing Perception Audits
- Deep dive recommendations on future engagement/communication strategy
Investor/Analyst Day
07
- Logistics prep and coordination
- Presentation materials development
- Management preparation
Ongoing
08
- Direct investor engagement
- Newsletters
- Conference preparation – investor decks, Q&A, any prepared remarks
- Arrange meetings if no internal coordinator
- Investor website content
- Roadshows
- Analyst model review
Retail Shareholder Engagement Plan
09
- IR Social Media Channel development and Execution
- Regular review of chat rooms and other alternative channels
We’re here when waters get choppy too
10
- Activism preparation and communications
- M&A Communications development and PR
We create custom IR programs based on a deep understanding of your needs, challenges and opportunities: