Investor Relations & Philosophy & Services

The practice of investor relations continues to change and evolve rapidly. Experienced and senior level strategic counsel is now more critical than ever. It takes a knowledgeable team effort led by an experienced professional to effectively manage the broad and complex range of strategic communications issues each public company faces on an ongoing basis including guidance strategy, positioning and messaging, level of disclosure, amount of investor interaction and maximizing the quarterly earnings process.

We are focused on carefully crafting a strategic investor relations program that allows our clients to best manage how to consistently meet investor expectations so that management is well perceived and credible. By developing a clear and concise investment thesis, our clients are able to lay out their strengths, opportunities and strategic goals to gather the attention they deserve within the financial community. Actively communicating and maintaining an interactive dialogue with Wall Street, in both good and difficult times, allows our clients to manage and maintain relationships with the sell-side, investors and other key stakeholders.

Primary Public Company Services

We offer services to public companies ranging from "a la carte" investor relations and strategic counsel to full service or "turn-key" IR programs, including:

• Perception studies and positioning recommendations
• Messaging
• Guidance strategy
• Peer tracking & market analysis
• Board presentations

• Situation analysis & assessment
• Competitor analysis
• Goals, strategy & objectives
• Visibility campaign
• Investor targeting
• Success measurement

• Conference call scripting
• Press Release
• Q&A prep

• In person attendance & call management
• Post call follow-up and feedback Investor Marketing
• Investor Presentations and Conference support
• Investor targeting
• Non-deal roadshows
• Analyst/investor days
• Investment community introductions

• IR website
• Counsel on IR compliance matters