WHAT WE DO
Investor Relations Strategy & Planning Once your company’s investment positioning and messaging have been determined, the next step is to develop a strategy for communicating your story. The steps typically include:
• Establishing a framework for corporate disclosures;
• Building a pipeline of news announcements;
• Providing presentation training to senior executives;
• Targeting new institutional investors and sell-side analysts;
• Drafting and scripting the quarterly earnings materials;
• Developing a crisis communications plan;
• Securing business media coverage; and
• Influencing investors through the use of social media
THOUGHT LEADERSHIP
Activists and Boards Share Common Ground
IRO-zilla and the Earnings Call
How to Build a Compelling Investment Thesis
Giving Life to your Presentation
It’s Time to Face Social Media for IR
Age of Diminished Sell-side research
RELATED CASE STUDIES
Cultivating sell-side analysts and institutional investors
Analyst meetings in key U.S. money centers, combined with a well-attended Investor Day and business media interviews, generated awareness on Wall Street for a newly public software company. ››
Correcting investor misperceptions
Meetings with analysts, coupled with clear IR messaging, erase negative impressions about an industrial company that were lingering from the past. ››
Blunting the impact of missed earnings
A software company preemptively announces an earnings shortfall with a conference call followed by a cross-country road show. ››
Hosting an analyst day
Wall Street casts a skeptical eye on a technology company’s entry into a new market with a recently introduced product. ››
Use survey research to refresh corporate messaging
A small maker of medical devices had failed to generate investor interest in its first year as a public company. ››
Starting life as a public company
Investor outreach and media coverage create visibility for a technology company following its IPO. ››
