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.


Rules - Regulations governing public companies
Knowing the Rules of IR

Your investor relations team must know the rules & regulations that govern public companies. If you’re not sure, the consequences are too serious for you to have any doubts.

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Communication skills for investor Relations
Communication Skills for IR

Does your investor relations team have the chops for communications? It takes more than just being a good writer, it requires the same skills that are expected of any marketing professional.

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