Investor Relations, broadly defined, is at the core of our expertise. Who better to stress-test your investment thesis than those who formerly valued it? We leverage our first-hand capital markets experience, our deep industry expertise and the relationships we have built over our careers as sell-side and buy-side analysts, institutional salespeople and investor relations practitioners to optimize valuations.

Each of our investor relations programs is built from scratch, based around a client-focused situation analysis. The services we propose are customized to meet specific objectives, reflective of what we can reasonably expect to deliver, and tailored to the needs and cultures of our clients.

That being said, all of our programs incorporate an Advisory element, which gives our clients direct access to our senior staff for advice on specific investor-related and valuation issues. Many programs also include Financial Communications, which involves drafting and reviewing earnings-related and other material documents, and Analyst and Investor Outreach, to address coverage and ownership objectives.

Other key services include: Corporate Governance Benchmarking, IR Website Analysis, Presentation Development & Training, Investor Perception Studies, Investor Targeting and IR Training.