• Approach
    • Hands-On Partnership
    • Customized Services
    • Investment Targeting
    • Performance Metrics
    • Brand Marketing
    • Institutional Investment
    • Sell-Side Visability
    • Retail Investment
    • Financial Branding
  • Services
    • Comprehensive IR Program
    • Investment Community Interface
    • Shareholder Relations
    • Financial Communications
  • Client Sectors
  • Contact Us
  • Comprehensive IR Program
  • Investment Community Interface
  • Shareholder Relations
  • Financial Communications
  • Comprehensive IR Program

    • Secure opportunities and prepare messages for senior executives
    • Reach a broader segment of the investment community.
    • Establish and maintain investor relationships
    • Research market opportunity, ancillary opportunities, competitors and potential competitors
    • Update the client company on latest market findings
  • Investment Community Interface

    • Assist in establishing and maintaining relationships with institutional investors, sell-side analysts and investment bankers, retail brokers and individual shareholders
    • Work with the CFO to identify critical investors and manage the timing of strategic announcements
    • Convey company’s strategic direction and competitive differentiators to a wide range of opinion leaders
    • Communicate the company’s story, key messages
    • Communicate feedback from investment community on events, earnings, press releases, etc.
  • Shareholder Relations

    • Develop and implement shareholder communications plan
    • Coordinate and oversee corporate events, including road shows, conferences, annual shareholders’ meeting, and company-hosted analyst days • Manage conference calls
    • Identify and track shareholder information, including ownership, history of meetings and log of communications
    • Create a relationship management process to track the effectiveness of Investor Relations meetings
  • Financial Communications

    • Work with senior management team to develop executive communications materials
    • Monitor CEO, President and CFO communications with investors and analysts to ensure compliance with Regulation FD and communication strategies
    • Develop and coordinate management presentations to the financial community, including visuals and speaker notes; manage targeting and securing participation in investment conferences
    • Develop quarterly earnings releases, annual report, investor relations conferences and road shows
    • Maintain and update investor relations kits and company presentations
    • Manage IR web site and maintain the accuracy and inclusion of corporate information on external databases

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