Investor Relations

Enhance shareholder value by building credibility

Investor Services

A sound investor relations program will enhance shareholder value over the long-term through clear communication and expectation management… not promotion. We avoid the typical PR spin and promotion that harms investor confidence. Instead, we focus on those things that enhance investor confidence and management credibility. This includes educating your investors to increase their understanding of your company. We will also add clarity to your investor materials and increase your engagement with the right people in the capital markets.

We deliver these services through a long-term retainer based approach that is form fitted to your company’s requirements to ensure:

  1. That we build a long-term strategic relationship with your team; and
  2. That you are not nickled and dimed for essential program elements.

Full Service Solution

We provide a full service solution form fitted to your company’s requirements that will:

  • Embed a senior advisor on-site at your firm;
  • Conduct a capital markets perception audit;
  • Develop and deploy your investor relations strategy;
  • Design and re-package your investor materials;
  • Manage your investors and analysts day-to-day;
  • Manage activist investors and proxy contests; and
  • Coordinate M&A communications.

Communication Platform

We will implement a platform that:

  • Automatically distributes news to your company website, email distribution lists and social media feeds after your news release crosses the wire;
  • Captures and manages capital market activity through an investor relationship management system; and
  • Ensures your disclosure process runs smoothly.

Events and Materials

We will help produce great investor materials, media and events including:

  • IPO and roadshow investor presentations;
  • Investor websites;
  • Annual reports;
  • Management’s Discussion and Analysis;
  • Analyst / Investor days; and
  • Retail broker meetings.


How to Write a News Release
Getting Your News Release Right

A news release can be a powerful tool that informs and engages your audience, attracts media coverage and satisfies regulatory obligations. In the wrong hands, however, an improperly constituted news release can put an organization in hot water. In this article we explore how marketing and communication professionals can avoid some common traps and get the most out of their news release.

read more
You Don't Have to Beg for Analyst Research Coverage
How to Establish & Maintain Analyst Research Coverage

Sell-side research analysts are probably the most important gatekeepers to the capital markets. Analysts act as a spokesperson on behalf of your company. They speak to their sales desk, retail investor networks, institutional clients, and they are often quoted in the media. Learn more about how to attract analyst research coverage to your story.

read more
The seven common mistakes made in investor relations
The Seven Deadly Sins of IR

Don’t jeopardize your sell-side and buy-side relationships in the capital markets. Learn to avoid these common investor relation mistakes.

read more