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.

SERVICE PORTFOLIO More detail about services

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
  • Corporate Communications Advisory

IR Advisory

  • IR Plan Development
  • Disclosure Advisory
  • Counsel on Investor/Analyst Interactions
  • Activism Advisory
  • Counsel on Range of Public Company Matters

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

Media Relations

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

Social Media

  • Program Development
  • Policies & Procedures
  • Monitoring & Analytics

Private Company Services

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

IPO Investor Relations

  • Investment Banking Introductions & Advisory on Selection
  • Peer Analysis
  • Investment Positioning
  • Roadshow Presentation Development
  • Roadshow Support
  • Roadshow Q&A Preparation
  • IR Website
  • Comprehensive Post-Transaction Planning
  • Listing Ceremony & Media Interviews
  • Broad-spectrum Advisory & Support in Transition to a Public Company

SPAC Investor Relations MORE INFO

  • Transaction Positioning & Communications
  • Strategic Long-Term Messaging
  • Investor Introductions to Support “De-SPACing” Process
  • Analyst Introductions to Cultivate Research Coverage
  • Advisory on Overall SPAC Process
  • Broad-spectrum Advisory & Support in Transition to a Public Company

Other Transactional IR

  • Follow-on Equity Offerings & Debt Offerings
  • Up-listings
  • Restructurings/Turnarounds/Transformations
  • M&A

ESG Communications

  • Assess Current ESG Profile and Third Party Ratings/Scores
  • Compare with Peer ESG Profiles, Ratings, and Practices
  • Identify Areas for Improvement
  • Incorporate ESG Initiatives in Corporate & Investor Communications
  • Report on ESG Improvements

Shareholders Activism Counsel & Communications

  • Counsel on Activist Perspectives & Tactics
  • Identify Vulnerabilities
  • Provide Relevant Market Intel
  • Develop Communications & Advise During Activist Campaigns

Crisis Counsel & Communications

  • Advise on Overall Approach
  • Help Keep Stakeholders Informed & Maintain Management’s Credibility
  • Prepare & Implement Clear Communications Plans
  • Draft Corresponding Public Communications
  • Draft Standard Statements
  • Serve as a Company Contact & Field Inquiries

Special Projects

  • Perception Studies
  • Investor Days/Tours