Ongoing Investor Relations

Our Ongoing Investor Relations services are designed to close the gap between a company’s intrinsic value and its market valuation to achieve a fair valuation.

We partner with public companies to craft and deliver a consistent, credible investment thesis that aligns with both the company’s objectives while managing the capital market’s expectations appropriately.

Our approach to investor relations combines strategic positioning, effective communication, with hands-on execution. This includes:

• Message Development: We articulate your business model, growth strategy, and competitive differentiation in language that generalist investors understand and value.

• Investor Targeting & Engagement: Leveraging deep market intelligence, we identify and connect you with high-conviction investors aligned with your story.

• Quarterly and Transactional Communications: From earnings calls to M&A announcements, we ensure all financial communications reinforce confidence and transparency.

• Capital Markets Advisory: We prepare your executive team for roadshows, investor days, and analyst interactions—maximizing every opportunity to build trust and attract capital.

• IR Infrastructure & Reporting: We help you implement IR best practices, including disclosure protocols, presentation materials, IR websites, and peer benchmarking.

Our proven model combines capital markets expertise, compelling storytelling, and strategic alignment with your long-term business goals. The result is stronger investor relationships, reduced valuation disconnect, and greater access to capital.

In our experience, solid execution by management, combined with our ongoing investor relations solution, can initiate dramatic valuation turnarounds. Parkland (TSX:PKI) and Stantec (NYSE/TSX:STN) delivered valuation improvements of 197% and 155% respectively during our mandates.