WHAT WE DO

Every investor relations program is unique. We work closely with the management team to understand your specific situation and then apply our investment and business expertise to develop optimal positioning strategies and investor messaging. Programs are designed to raise your profile within the investor communities and provide access to the right investors to broaden share ownership; with a goal of achieving a full and sustainable enterprise valuation.

A broad range of tools and strategic advisory services are combined with our experience to create a compelling investor relations program that fully and clearly articulates the investment case.

Investor Materials

  • Power point investor presentation
  • Fact sheet or corporate profile
  • Press releases
  • Earnings release and conference call scripts
  • Management Q&A

  • Perform investor outreach—we utilize our professional relationships and introduce your company to small and micro-cap investors and seek to broaden the shareholder base
  • Coordinate the logistics for quarterly earnings calls/webcasts
  • Serve as a primary investor contact
  • Maintain the investor section of the website
  • Organize analyst visits and investor days
  • Provide stock surveillance and ownership trends
  • Conduct peer assessments

  • Crisis communications
  • Capital markets
  • Capital structure
  • Media relations
  • Corporate governance

  • Design a robust investor communications infrastructure
  • Design the investor section of the website
  • Perform investment bank due diligence
  • Make introductions to sell-side and buy-side analysts

PRIVATE COMPANIES

We work with private firms at different stages of corporate development, from those in the emerging stages of growth to fast-growing, but more mature companies that may be considering an exit strategy. A variety of profile building initiatives are employed to help build your profile within the investor communities. When the time comes, we can assist pursuing different exit strategies; whether it’s a sale to a strategic buyer or becoming a publicly traded company.

We have the know-how and experience to properly advise and successfully walk you through all phases of the IPO process. We also have established relationships with legal and accounting firms that provide quality and comprehensive counsel to those firms needing those services.

NONPROFIT  ORGANIZATIONS

Developing effective positioning and messaging strategies that are designed to enhance the organization’s profile and purpose is vitally important. Optimizing these strategies is paramount to building enduring relationships with your supporters and donor base—the very lifeblood of the organization. Communicating proactively and transparently will build trust among your many stakeholders.