We assist clients in building credibility, fulfilling disclosure and corporate governance requirements through regular communication and consistent messaging. Our professionals communicate complex financial information for better understanding by the Street, shareholders and the business and industry press.
Our strategic approach matches your company’s size and industry to the appropriate shareholder base. We work closely with management and/or the internal investor relations and public relations teams, providing ongoing counsel, feedback from the Street and market intelligence.
Potential investors are targeted and culled from our proprietary database of analysts, portfolio managers, brokers and investment bankers throughout the U.S., that provides a ready audience for your story. We generate the tools to reach the right audience at the right time, to produce measurable results and increased shareholder value.
The senior partners at the first meeting are the ones who work directly with you, providing executive level attention for the life of the engagement. By limiting the number of clients we work with at any one time, we maintain ‘mind share’ for each client, and are continually viewing situations creatively for new opportunities for your company. Through these activities we have gained a record for increasing visibility, reputation management and building shareholder value.
Our many years of experience enable us to implement an effective plan to build a local or national presence for your product, service or company. We reach decision makers, gain press and industry exposure, and take advantage of important alliance building opportunities. Professional services firms as well as established and emerging enterprises benefit from our finance and marketing knowledge, reinforced by extensive ties within the broad corporate business community.
Case Study - The Knot
Case Study - National Energy Services Company
Case Study - CardioTech International
- Write presentations, shareholder reports and corporate profiles
- Organize one-on-one and small group meetings and elicit participation in investment firm conferences
- Prepare management for effective conference calls, prepare scripts and Q&A
- Develop or improve the investor relations section of your website
