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Investor Perception Studies

Insight-Driven Investor Perception Studies That Clarify Market Sentiment

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The Challenge

Misperceptions Affect All Companies

Even companies with solid fundamentals and sound strategy can find themselves facing valuation disconnects, investor skepticism, or unexpected governance friction. Why? Because how the market perceives your performance, management, and vision is often dramatically different than internal perceptions. Making matters worse, any feedback management teams receive is generally unstructured and softened to protect relationships and future sales.

Without the insight gained from a structured investor perception study your company may unknowingly be suffering from flawed messaging. Without clear, objective, and unbiased insight into investor sentiment, management teams are flying blind.

Stop Wasting Your Bullets

Today’s management teams cannot afford to “waste a bullet” when it comes to their outreach to the capital markets. But companies that choose to fly blind miss early warning signals, are oblivious to critical credibility gaps, and wind up wasting their capital markets communication opportunities. This, in turn, often leads to a discounted valuation and missed opportunities to strengthen investor engagement.

Our Solution

Insight-Driven Investor Perception Studies That Surface Real Market Sentiment

Most investor perception studies result in an indecipherable data dump of comments from the capital markets that do nothing more than pander to management. Our reputation for maintaining the anonymity of our participants gives us unique access to the actionable feedback management teams need.

We deploy a four step process to capture and verify the perceptions of contacts throughout the capital market ecosystem. From this we identify opportunities to shift your messaging and tactics to unlock your company’s fair value.

MCI’s Investor Perception Studies combine both quantitative and qualitative analysis that is grouped thematically and presented in a visual format to quickly surface key findings for management. This service gives public companies a clear, data-backed understanding of how institutional investors, sell-side analysts, and other key stakeholders view your company—what they believe, what concerns them, and how you compare to peers. The results we deliver provide a highly visual and easy-to-understand breakdown of perception gaps, and actionable recommendations to address these gaps.

MCI Capital Market's

Investor Perception Study Process

Targeting

Working with your investor relations team, we identify 25 to 50 capital market professionals from your historical interactions to target for structured, qualitative interviews. This includes key shareholders, potential investors, analysts, and other capital markets professionals.

Issue Identification

Working with management & IR, MCI catalogs the key issues your company believes are impacting its market valuation. MCI then conducts preliminary interviews to test these issues and identify any additional issues relevant to the investment community.

Interviews

Contacts are interviewed in a structured and open-ended format. MCI leads with management’s approved question set followed by an open ended conversation to tease out any other issues. All interviews are done on a confidential and anonymous basis.

Online Survey

Following the qualitative interviews, MCI deploys an on-line survey that obtains quantitative feedback to compliment and validate interview responses. When discrepancies arise (polite interviews vs. the harsh truth online), MCI follows up with participants to get the real story.

Investor Perception Study Deliverables

  • Ongoing progress reports: We keep your IR team informed in real time on progress and emerging issues.
  • Management and Board Presentations: Providing priority messaging and strategy recommendations, explanation of methodology and sample cohort quantitative survey findings; and key commentary from the capital markets.
  • Strategic Communication Recommendations: Our detailed findings report provides easy-to-access insights and recommendations to refine messaging, IR strategy, and executive communication.
  • Follow-Up Monitoring: We support ongoing perception tracking to monitor the impact of strategic adjustments and keep leadership informed of sentiment shifts.

With MCI’s Perception Audits, you gain a powerful strategic lens into how your company is viewed. This will allow you to communicate with greater impact, build investor confidence, and close the gap between perception and value.

Our Capabilities
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Activist Resolution

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Corporate Communications

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Capital Markets
Strategy

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Crisis
Communications

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Debt and Equity
Offerings

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Financial
Reporting

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Design &
Branding

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Digital
Technologies

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ESG &
Sustainability

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Investor Perception
Studies

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Initial Public
Offerings

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Ongoing Investor
Relations

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Investment
Grade Events

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Market
Coaching

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Connect

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Need an Investor Perception Study?

The capital markets can be bewildering, even to the most experienced management teams. We believe that most executives are committed to maximizing shareholder value, but poorly executed investor relations can lead to valuation loss, reputational damage, employee attrition, deal failure, and even shareholder revolt.

MCI has helped its clients unlock billions of dollars in market value through a proven system that delivers sound messaging, branding, and engagement strategies. Over the past two decades our team has been involved in $5.7 billion in corporate actions that include $3.1 billion in acquisitions and $2.6 billion in financings-all successful.

MCI can help you resolve unfair valuation discounts and get the most out of your company’s public listing. Contact us today to engage our data driven, results focused process to unleash real progress.