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Investor Relations

Turn anonymous sell-side analysts, media and potential investors from the buy-side into engaged participants through a Capital Markets Conversion Funnel
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Deploying a Sound Capital Markets Conversion Funnel
To fully unlock unrealized shareholder value, companies require a functional capital markets conversion funnel. Yet so many companies fail to capture and curate their key relationships in the capital markets to the detriment of their valuation. read more
The Good, The Bad, and the Ugly of Initial Public Offering (IPO) Outcomes
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The Good, The Bad, and the Ugly of IPO Outcomes
Not all outcomes of an initial public offering (IPO) are created equal. The size of your engaged investor pool determines the quality of price discovery and the depth of ongoing market support. This is often the difference between a strong debut and one that falls flat. read more
Activist-Investor-Playbook-for-management
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The Activist Playbook For Management
The Activist Resolution Playbook for Management provides a guide on how to resolve issues with hostile and activist investors before they lead to a proxy battle. read more
Understanding the three types of shareholder and investor activists and how their campaigns evolve.
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How Shareholder Activist Campaigns Evolve
Understanding the underlying motivation of an activist is the key to knowing how their activist campaign will evolve. We group activists into three broad categories: The Rational Activist; The Promotional Activist; and the Irrational Activist. read more
Put the Audience at the Centre of Initiating or Enhancing Your Company's Financial Reporting
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How to Initiate or Enhance Your Financial Reporting
Whether you’re preparing to report your financial results publicly for the first time, or you’re working to significantly enhance your company’s financial reporting, start by asking your audience what they want. read more
Headlines and Subheadlines that Clip the WIngs of Your News Release
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Don’t Clip the Wings of Your News Release
News aggregation services like Bloomberg, FactSet, and Refinitiv are a critical distribution channel to the financial community. But they cut off long headlines and subheadlines… clipping the wings of an otherwise newsworthy release. read more
IR Experts Connect the Right Elements of the Investment Thesis to Investors
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AI and the Art and Science of Investor Relations
Artificial Intelligence can play a significant role in generating content, analyzing data, and automating tasks within well-defined frameworks for Investor Relations Teams… But the art of IR is best left to the experts.  read more
Countering the Damning Fingerprints of Generative Artificial Intelligence
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Don’t Leave Behind the Fingerprints of Artificial Intelligence
Generative AI leaves behind invisible fingerprints that can infect the content you write, tip off competitors to AI generated content, and harm your company’s search rank. read more