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Ongoing Investor Relations

Navigating Market Expectations, Messaging Complexity, and Shareholder Demands Requires a Competent Ongoing Investor Relations Program

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The Challenge

Public companies operating in today’s capital markets face intense scrutiny from investors, analysts, regulators, and the media. All too often leadership teams fail to translate their strategies, capital allocation decisions, and financial results into simple, clear narratives that resonate with generalist investors.

It’s not just macroeconomic forces and sector dynamics that shift investor sentiment overnight. Misaligned messaging and poor communications (especially during a critical event) can wreak havoc with a company’s share price.

Companies that lack an effective ongoing investor relations program risk an unfair valuation discount, weakened access to capital, diminished market credibility, and reduced total compensation for essential talent. Poor capital market performance, left unchecked, can quickly spiral into proxy fights with activist shareholders and predatory bids.

Our Solution

Strategic, Full-Spectrum Ongoing Investor Relations Services

Our Ongoing Investor Relations services are designed to close the gap between a company’s intrinsic value and its market valuation to achieve a fair valuation.

We partner with public companies to craft and deliver a consistent, credible investment thesis that aligns with both the company’s objectives while managing the capital market’s expectations appropriately.

Our approach to ongoing investor relations combines strategic positioning, effective communication, with hands-on execution. This includes:

  • Message Development: We articulate your business model, growth strategy, and competitive differentiation in language that generalist investors understand and value.

  • Investor Targeting & Engagement: Leveraging deep market intelligence, we identify and connect you with high-conviction investors aligned with your story.

  • Quarterly and Transactional Communications: From earnings calls to M&A announcements, we ensure all financial communications reinforce confidence and transparency.

  • Capital Markets Advisory: We prepare your executive team for roadshows, investor days, and analyst interactions—maximizing every opportunity to build trust and attract capital.

  • IR Infrastructure & Reporting: We help you implement IR best practices, including disclosure protocols, presentation materials, IR websites, and peer benchmarking.

Our proven process combines capital markets expertise, compelling storytelling, and strategic alignment with your long-term business goals. The result is stronger investor relationships, reduced valuation disconnect, and greater access to capital.

In our experience, solid execution by management, combined with our ongoing investor relations solution, can initiate dramatic valuation turnarounds. Parkland (TSX:PKI) and Stantec (NYSE/TSX:STN) delivered valuation improvements of 197% and 155% respectively during our mandates.

MCI Provides Multiple Approaches to Deliver Your

Ongoing Investor Relations

Comprehensive

This is a full turn-key solution to address all of your company’s requirements in the effective management of your capital markets presence.

The Interim IRO

We parachute in to fill a gap potentially left by a departure or a sudden increase in workload due to an impending acquisition, activist investor, or major event.

IR Assistance

We partner with your existing investor relations resources to provide increased bench strength and capacity.

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

Design &
Branding

MCI Capabilities

Digital
Technologies

MCI Capabilities

ESG &
Sustainability

MCI Capabilities

Financial
Reporting

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

Perception
Audits

MCI Capabilities

Transaction
Communications

Best-in-class investor relations

Award winning investor relations has been shown to drive a 34% valuation premium relative to peer companies. We leverage foundational investor relations systems and the fair valuation framework to layer in the operational components of a premium valuation for your company.

Credible

Credibility is the foundation of a company’s valuation. Management teams build trust in the marketplace through credible practices that protect and enhance their reputation.

Clear

Companies enhance investor understanding and resolve market misperceptions through communications that are simple, clear, and easily understood by all audiences.

Compelling

Compelling investment grade marketing collateral and events must be designed and executed so that your company stands above the crowd in the capital markets.

Connected

Connecting your company’s credible, clear, and compelling message to the right people in the capital markets is the final link in achieving a fair valuation.

Learn more about the capital markets

Access Our Insights

Investor email news alerts are part of a larger investor communication system meant to capture, collect, and manage your company’s pool of engaged investors.

Investor Email News Alerts

 Investor Email News Alerts 1024 576 MCI Capital Markets

Many capital market professionals and investors rely on your email news alerts to stay up-to-date on your company’s current events. Unfortunately, many news alert systems leak away your pool of engaged contacts and compromise essential relationships.

Investor Relations Website Design Guide | IR Website Best Practices

Investor Relations Website Design Guide

 Investor Relations Website Design Guide 1024 576 MCI Capital Markets

The investor relations website (IR website) is your company’s flagship digital property for the capital markets. Your IR team’s ability to attract investors and other key professionals depends on it!

The Quality of your ownership data directly impacts the quality of your investor engagement and investor targeting

Ownership Data Quality

 Ownership Data Quality 1024 576 MCI Capital Markets

The quality of your ownership data will dictate the success of your investor targeting initiatives, your ability to detect share movements in a timely manner, and your understanding of the return on investment of your marketing activities.

Investor Relations: European Marketing with Broker Dealers

Institutional Marketing in Europe

 Institutional Marketing in Europe 1024 576 MCI Capital Markets

Institutional marketing in Europe has been forever changed by MIFID II. You can use this methodology to identify the broker-dealers that are best positioned to arrange a European roadshow now.

Investor relations professionals must understand market regulations, and excel at financial analysis, writing, design, digital technologies, and more

Building A Competent Investor Relations Professional

 Building A Competent Investor Relations Professional 1024 576 MCI Capital Markets

Most companies have to build a competent investor relations professional. Finding one is like finding a needle in a haystack. True competence requires a rare blend of regulatory knowledge, financial analysis, writing, and design.

Sustainability and Investor Relations

Sustainability and Investor Relations

 Sustainability and Investor Relations 1024 576 MCI Capital Markets

In 2021 there were 3,404 investment firms managing $121 trillion that had signed on to the UN’s Principles of Responsible Investing. Sustainability is now inextricably linked to investor relations, yet few management teams are prepared for or understand the risks

Effective Investor Relations and Capital Markets Strategy Requires the Fair Valuation Framework

The Fair Valuation Framework

 The Fair Valuation Framework 1024 576 MCI Capital Markets

Companies that see a disconnect between their performance and their valuation are missing a component of the Fair Valuation Framework. Enhance shareholder value by ensuring your company’s story is credible, clear, compelling, and connected to the right people in the capital markets.

Investor Relations - Clear Communication is required to achieve a fair valuation

Clear – People only invest in what they understand

 Clear – People only invest in what they understand 1024 576 MCI Capital Markets

Investors only buy what they understand. Clear communication, a key component of the Fair Valuation Framework, ensures investors understand your company’s story, and their expectations are aligned with reality.

Compelling investment grade investor communications are key to grabbing the market's attention, share of mind, and share of wallet.

Compelling – Attract investor share of mind

 Compelling – Attract investor share of mind 1024 576 MCI Capital Markets

Compelling investment grade investor communications are the key to grabbing the market’s attention, share of mind, and share of wallet. This requires superior branding and design.

Need Ongoing Investor Relations?

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.