Contemplating Your First Earnings Call? Things to Consider

Whether initiating earnings calls due to a recent IPO, SPAC business combination, or as part of an expanded IR effort, there are some important considerations when embarking on the regular practice of hosting quarterly financial results calls.

Equity Group SVP Devin Sullivan Provides Commentary in IR Magazine

Equity Group SVP Devin Sullivan commented in a January 28th article published in IR Magazine: Millions of Retail Investors Convening in Reddit Groups and Targeting Short-sellers. In the article, Sullivan noted, “Situations like GameStop and AMC ...

Reflecting on IR in 2020 & Looking Ahead in 2021

The onset of the COVID-19 pandemic at the beginning of 2020 created many critical challenges for IR professionals; among them, the necessity to pivot quickly towards effective outside-the-box crisis messaging and implement a seamless transition to virtual communication platforms.

Investor Engagement: Preparing for Potentially Reduced Visibility into Institutional Holdings

Transparency. Visibility. Accessibility. These words have become part of the mainstream business vocabulary. While they are generally associated with the quality and frequency of financial information provided by public companies, they are...

Restoring Trust

As much as companies, and their advisors, would prefer that every quarter go in the books with numbers in line or ahead of expectations, that is not always the case. Reality is that business for most companies is dynamic, with quarterly financials...

Recent Trends in Retail Investing: What Does It Mean for Issuers?

2020 has been an unprecedented year in a myriad of ways, not the least of which has been the volatility and performance of the U.S. stock market. In March 2020, the DJIA saw one of its fastest declines on record and the CBOE’s Volatility Index...

Competing with Large-Caps for Attention in a Continuing COVID-19 World

Ever been driving down the highway at a respectable 10 MPH over the posted speed limit only to have a car (maybe a Tesla) zip right by you? You suddenly find yourself processing a mix of emotions: anger, frustration…even a little bit of envy...

A Look at SPACs: The ‘90s to COVID-19

For many executives, going public signals to the world that your business has grown and is now ready for the bright lights of a national exchange. Ironically, the largest obstacle to achieving this objective can be the IPO process itself – time, expense, market conditions, and global events can often combine to ...

Small & Micro-cap Investor & Analyst Engagement Amidst COVID-19

Staying Close to Investors While Keeping Your Distance It can be challenging for small- and micro-caps to garner attention from high quality investors and sell-side analysts in the best of times. The unsettling impact of the COVID-19 crisis has...

Perception Studies in the Current Market Environment: Do They Make Sense?

Since mid-March, professionals with corporate investor relations responsibility have been significantly challenged in their role as a company’s frontline spokesperson and chief conduit to the investment community. The worldwide spread ...

COVID-19 Statement

In the midst of the challenges surrounding COVID-19, and the associated economic and social disruption, market downturn and volatility, The Equity Group has been providing seamless support to our clients and their stakeholders. During this critical time, we transitioned our team to a work-at-home model ...

Equity Group President Loren Mortman Provides Commentary in IR Magazine

The Equity Group’s President, Loren Mortman, recently commented on the theme of company-sponsored research in a January 24th article published in IR Magazine. In the article, Mortman noted, "Issuers should take into account ...