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Market Coaching

New Executives, Board Members, and Investor Relations Professionals Can Backstop Their Success with Market Coaching by MCI

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The Challenge

Executives, board members, and investor relations professionals stepping into their role at a public company, especially for the first time, face intense new pressures in the public market spotlight. Quarterly earnings calls, investor meetings, analyst scrutiny, and regulatory obligations demand a different communication style. But no one is naturally gifted with the strategic fluency, the comfort to speak with financial literacy, and the ability to avoid selective disclosure: all of which are required for these settings. Even seasoned operational leaders are often under-prepared to navigate the expectations and the boundaries of the capital markets.

Without targeted market coaching, investor facing personnel risk making selective disclosures in violation of securities laws and regulations. They also risk sending mixed signals, mismanaging investor expectations, and harming investor confidence during high-stakes moments.

Our Solution

Capital Markets Coaching for Investor Facing Personnel

Our Market Coaching service equips executives, board members, and investor relations personnel with the insight, confidence, and practical tools needed to lead effectively in public company environments. We provide confidential, one-on-one coaching for CEOs, CFOs, IROs, and other senior leaders who are new to the capital markets, or navigating a new level of visibility.

Our coaching approach includes:

  • Capital Markets Orientation: We educate executives on the expectations of the buy side, sell side, analysts, retail investors, media, and more. Then we highlight how management can align their communications with the norms of the capital markets.
  • Quarterly Earnings Preparation: We guide teams through the structure and tone of earnings calls, analyst Q&A strategy, and message alignment with financial disclosures.
  • Investor Meeting Simulations: We conduct mock investor or roadshow meetings with feedback on tone, body language, clarity, and message cohesion.
  • Leadership Voice & Strategic Messaging: We help teams refine their public company communications, emphasizing value creation, execution credibility, and long-term vision.
  • Regulatory & Governance Awareness: We provide foundational insights into disclosure obligations, quiet periods, forward-looking statements, and other compliance essentials.

With MCI’s Market Coaching, newly elevated leaders gain the capital markets fluency and confidence needed to inspire investors, lead shareholder-facing communications, and navigate public scrutiny with ease.

Our Capabilities
MCI Capabilities

Activist Resolution

MCI Capabilities

Corporate Communications

MCI Capabilities

Capital Markets
Strategy

MCI Capabilities

Crisis
Communications

MCI Capabilities

Debt and Equity
Offerings

MCI Capabilities

Financial
Reporting

MCI Capabilities

Design &
Branding

MCI Capabilities

Digital
Technologies

MCI Capabilities

ESG &
Sustainability

MCI Capabilities

Investor Perception
Studies

MCI Capabilities

Initial Public
Offerings

MCI Capabilities

Ongoing Investor
Relations

MCI Capabilities

Investment
Grade Events

MCI Capabilities

Market
Coaching

MCI Capabilities

Market
Connect

MCI Capabilities

Transaction
Communications

Learn more about the capital markets

Access Our Insights

The Good, The Bad, and the Ugly of Initial Public Offering (IPO) Outcomes

The Good, The Bad, and the Ugly of IPO Outcomes

 The Good, The Bad, and the Ugly of IPO Outcomes 1024 576 MCI Capital Markets

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.

Activist-Investor-Playbook-for-management

The Activist Playbook For Management

 The Activist Playbook For Management 1024 576 MCI Capital Markets

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.

Understanding the three types of shareholder and investor activists and how their campaigns evolve.

How Shareholder Activist Campaigns Evolve

 How Shareholder Activist Campaigns Evolve 1024 576 MCI Capital Markets

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.

Put the Audience at the Centre of Initiating or Enhancing Your Company's Financial Reporting

How to Initiate or Enhance Your Financial Reporting

 How to Initiate or Enhance Your Financial Reporting 1024 576 MCI Capital Markets

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.

MCI Supports the Effective Implementation of Workiva in Financial Reporting and Investor Relations

Automate Your Financial Reporting

 Automate Your Financial Reporting 1024 576 MCI Capital Markets

Finance teams are under immense pressure to accelerate the reporting of financial results while also enhancing the quality of their financial disclosures. To deliver, these teams must look to automation platforms.

Headlines and Subheadlines that Clip the WIngs of Your News Release

Don’t Clip the Wings of Your News Release

 Don’t Clip the Wings of Your News Release 1024 576 MCI Capital Markets

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.

IR Experts Connect the Right Elements of the Investment Thesis to Investors

AI and the Art and Science of Investor Relations

 AI and the Art and Science of Investor Relations 1024 576 MCI Capital Markets

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. 

Countering the Damning Fingerprints of Generative Artificial Intelligence

Don’t Leave Behind the Fingerprints of Artificial Intelligence

 Don’t Leave Behind the Fingerprints of Artificial Intelligence 1024 576 MCI Capital Markets

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.

Artificial Intelligence - Dangers to Publicly Traded Companies

Artificial Intelligence and Selective Disclosure

 Artificial Intelligence and Selective Disclosure 1024 576 MCI Capital Markets

Right this very second, someone in your organization is experimenting with artificial intelligence (“AI”) and inadvertently selectively disclosing material information about your company’s performance and strategy.

Need Market Coaching?

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.