Enhancing investor relations
through communication
Drawing from personal experience in banking, law, accounting, consulting and financial journalism, our team is able to quickly understand and take action to separate crucial from superfluous information while continually maintaining open communications with the client.
Developing the investment story
Developing the investment story
Sometimes strong financial performance isn’t enough to get the results a company seeks. We develop communication strategies that can increase valuation, strengthen the shareholder base and build support for strategic initiatives. We look at the company’s assets to craft compelling messages that support investments and differentiate the company from its peers.
Handling unforeseen events
Handling unforeseen events
It’s not unusual for public companies to have an unexpected event, such as an earnings restatement, a change in financial guidance or a regulatory inquiry. Good communications often determine whether the event is seen as a manageable episode or a spiralling crisis. Investors’ judgments will be swift and severe, and there are rarely second chances to regain their confidence once it is lost.
Targeting investors and analysts
Targeting investors and analysts
We communicate the company’s investment fundamentals to existing and potential analysts and investors. We maintain regular contact with analysts and investors that follow the company and the industry. We track industry peers across a range of measures to spot strengths and weaknesses.
Developing an ongoing program
Developing an ongoing program
Investor relations isn’t a four-times-a-year event. The most effective programs look across a full year or more and incorporate financial announcements, investor meetings, industry conferences and other events. We help develop strategies for earnings and related financial news, quarterly pre- and post-results feedback and proxy solicitation strategies. We can also review the company’s IR infrastructure – such as brochures, fact sheets, and their website – to suggest revisions and develop new materials as necessary.
Announcing news
Announcing news
Investors follow news announcements, and even routine company news can be an opportunity to reinforce an investment message. We provide counsel regarding the positioning of the news, reviewing initial drafts of releases, assisting in the preparation of Q&As, overseeing external distribution to media outlets and investors, and monitoring media coverage for accuracy. We work with the client to create exclusive feature stories - presenting aspects of the company’s strategy or operations that are of interest to influential media.