Services Summary

Broad portfolio of services, all performed through an IR lens

We help our clients tell their investment stories effectively, and get them heard by the right audiences. This involves strategic investor and corporate communications, highly targeted outreach to the buy- and sell-side, expert counsel, market intel and analysis, day-to-day IR, and an array of other services, typically over the course of long client relationships. We combine a fluency in finance and investing with a deep understanding of each client’s business, industry and culture, as well as management’s goals and philosophies. For some clients, we serve as an outsourced investor relations department. For larger companies with an IRO or similar internal capabilities, we provide an array of support services. In either case, we work very closely with our clients, functioning like part of the internal team.


Investor Communications

  • Investment Thesis & Messaging
  • Investor Presentation Development
  • Earnings Communications
  • IR Website Audit & Development
  • Investor Information Exchange
  • Investor Communications Advisory

Investor & Analyst Outreach

  • Investor/Analyst Targeting & Direct Outreach
  • Non-Deal Roadshows
  • Investment Conference Access, Prep & Coordination
  • Presentation and Q&A Coaching
  • Investor Day Organization
  • Relationship-Building in Investment Community
  • Investor/Analyst Relations Advisory

Corporate Communications

  • Corporate Positioning & Communications
  • Website Development Management
  • Management Transition Communications
  • Restructuring/Turnaround Communications
  • M&A Communications
  • Corporate Communications Advisory

Market Intel, Analysis & Reporting

  • Customized Peer Monitoring & Analysis
  • Shareholder/Peer-holder Analysis
  • Pre-meeting Intelligence
  • Post-meeting Feedback
  • Institutional Holder Reporting
  • Board Meeting Preparation & Reporting

IPO/Transaction Communications & Advisory

  • Investment Banking Introductions
  • Investment Positioning
  • Roadshow Presentation Development
  • Roadshow Q&A Preparation
  • IR Website
  • Comprehensive Post-Transaction Planning & Disclosure Training
  • Broad-spectrum Advisory on Transaction & Support in Transition to Public Status

Crises & Shareholder Activism

  • Crisis Communications & Advisory
  • Shareholder Activism Counsel & Communications

Private Company Services

  • Investor Messaging & Communications
  • Conference Targeting & Arrangement
  • Investment Banking Introductions
  • Peer/Market Intel & Analysis

Media Relations

  • Strategic Earned Media
  • Expert Positioning
  • Media Training
  • Media Events

Social Media

  • Program Development
  • Policies & Procedures
  • Monitoring & Analytics

Special Projects

  • Perception Studies
  • Investor Days/Tours