WHAT WE DO
Investor Relations Targeting & Meetings We use our proprietary targeting tools to identify the institutional investors who will be most attracted to your company’s story based on valuation and investment characteristics. Sharon Merrill will introduce you to these investors by arranging several days of meetings each quarter. Our goal is to make efficient use of your time in driving increased ownership by:
• Attracting a qualified and interested audience of investment professionals;
• Coordinating all meeting logistics;
• Developing management’s presentation;
• Providing presentation coaching;
• Ensuring that management complies with Reg FD; and
• Conducting feedback surveys with meeting participants
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. ››
