Partnering for Your Success

We will review and advise on investor presentations and press releases.
Often there is a disconnect between IR messaging and what the buyside investor is actually looking for during the meeting.
Improved buyside investor perception will make investors want to do more work on the stock and possibly buy more shares.

Provide analysis of how buyside investors currently view the industry and the stock.
Most companies have seen sell-side research reports. Most companies a buyside stock pitch report. We can provide a stock pitch report along with recommendations.
We will also provide a list of likely investor questions. This will allow senior management to be better prepared for upcoming meetings and anticipate investor questions. (Less likely to be blind-sided by a question).

Currently, post call feedback is sparse to non-existent. Post calls that we organize, we will provide a detailed analysis of the call including investor perception and follow-up questions.
Many firms are accustomed to meeting with the same hedge funds and large funds that know the story well. We focus on high-quality, long-only firms that are often page 2 or 3 holders. Many of these firms would own more of the stock, but they just are not getting access to management in order to ask questions. We will bridge this gap!

We can provide coaching for senior management and investor relations teams to help them understand how the buyside thinks and what information they are looking for in a meeting or presentation.
Presentations to the Board of Directors.
Ad hoc projects as needed by the client.