Investor Relations

Strategic Investor Relations Plan Development

Are you confident in the effectiveness of your current investor relations efforts? Perhaps it’s time to involve experienced professionals who can help you launch a high-impact strategic approach for your investor relations program.

  • Create financial visibility with new audiences
  • Establish credibility with your shareholders
  • Make all your communications consistent
  • Lower your company’s cost of capital
  • Achieve fair valuation for your stock
  • Build the trust and support of stakeholders
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Quarterly Investor Relations Support

As a CFO or IRO, do you have too many stakeholders to manage and too much fast-moving information coming at you from every direction? Does your team feel overwhelmed during earnings season? Many astute leaders augment their internal teams with outsourced professionals so they can prioritize their most important goals and objectives with the confidence that experienced professionals can attend to earnings reporting tasks, including:

  • Quarterly Earnings Press Release Creation and Distribution
  • Earnings Call Scripts
  • Earnings Call Slide Deck
  • Setting Up Earnings Conference Calls and Call Management
  • Earnings Call Q&A Preparation
  • Quarterly IR Board Presentations
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Investor Engagement

Is your company’s stock undervalued? Are you in the top quartile of your peer group? A comprehensive investor engagement program can help you achieve a fair valuation from the Street. We help clients educate and engage analysts and investors through:

  • Investor Presentations
  • Investor/Analyst Days
  • Investor Targeting
  • Equity and Debt Analyst Coverage
  • Deal and Non-Deal Roadshows
  • Bank and Industry Conferences
  • Credit Ratings Agency Relationships
  • Company Fact Sheets
  • Financial Press Coverage
  • SPAC Communications
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IR Website Development & Management

Do you have the experience to know which elements of the IR website are optimal for investors and which vendor services work best for your company? Investors can be intimidated by overly complex IR sites and need simple summaries of financial data that tell the company’s story. Your corporate IR website may benefit from best practices such as:

  • Investor-friendly financial content
  • Ease-of-use design to support quarterly activities
  • Interactivity with social media
  • Proper financial disclosures
  • Multiple download formats
  • Strategic use of technology
  • Engaging corporate photography
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Media Engagement

Does the financial press give senior management and the company the exposure and credibility it deserves? Are you fully prepared to swiftly respond to a reputational or operational crisis? Comprehensive and tailored media outreach strategies can impact shareholder value and corporate reputation.

  • Media Outreach and Relationship-building
  • Spokesperson Media Training
  • Crisis Preparedness, Mitigation and Communications
  • Social Media Strategy
  • Media Monitoring
  • Conference Presentations
  • Awards Submission for Technical and Company Recognition
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