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“ I am convinced that we made the right decision when we engaged The Equity Group. I can devote more time to growing our business, having been relieved of many of the time-consuming IR functions that preoccupied too much of my day. You have done an excellent job writing and editing our press releases, Annual Report, and Corporate Profile. With your ...”

Read More Testimonials Edward J. Fred,
President & CEO, CPI Aerostructures, Inc.
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WHEN SELECTING AN INVESTOR RELATIONS FIRM... TEN IMPORTANT QUESTIONS TO ASK

To see our answers, click here


  1. How long has the IR firm been in business?
     
  2. Do the clients they represent have similar investment characteristics (market cap, for example) as my company?

  3. What is the average tenure of the firm’s current clients?

  4. What do their clients (current and past) have to say about the firm?

  5. Who will be handling my account and how long has he/she been with the firm?  What is that person’s background and what do their clients have to say about him/her?

  6. What can I expect in the first three months of the engagement?

  7. How and how often will the firm communicate their activities and progress to me?

  8. What services does the firm provide and how much will it cost?

  9. Are the services bundled or can I select among them?

  10. Under what circumstances has the firm been disengaged?
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