Services

Our Services

Experience counts.
Hard work pays.

Collateral Material Development

Investor Relations

Corporate Communications & Messaging

Investment Community Outreach

Media Outreach & PR Campaign Strategy

Corporate Governance & Regulatory Advice

IPO Advisory

Investor Relations

We enable clients to grasp and command the relevant perceptions of the investment community through a constant loop of cooperation, communication, and feedback. This allows us to key in to your specific business and industry needs and create tailored, compelling investment messages. We cover all critical issues pertaining to capital markets, including raising capital and mergers & acquisitions. We use valuation analysis and peer group positioning to gain insightful data, which we ply in your business through investment community speech and media training. We are trained, prepared, and equipped to handle any and all crisis communication that may arise.

See How Our Strategy Works

Investor Relations

We enable clients to grasp and command the relevant perceptions of the investment community through a constant loop of cooperation, communication, and feedback. This allows us to key in to your specific business and industry needs and create tailored, compelling investment messages. We cover all critical issues pertaining to capital markets, including raising capital and mergers & acquisitions. We use valuation analysis and peer group positioning to gain insightful data, which we ply in your business through investment community speech and media training. We are trained, prepared, and equipped to handle any and all crisis communication that may arise.

See How Our Strategy Works

Investment Community Outreach

Our investor relations programs provide your business with a highly targeted outreach program, guaranteed to connect your business to the right people at the right time. We use proprietary and subscription databases to reach receptive investment community constituencies, accounting for peer group, company size, and investor-specific qualifications. We guarantee a representative presence for your company at investor roadshows, analyst days, annual shareholders’ meetings, and investment bank investor conferences. We’ll use conference calls/webcasts, investment community perception studies, contact list management, investor information requests, podcasting events, and an array of other digital strategies to secure, maintain, and strengthen your investor relations and outreach.

See How We Work

Investment Community Outreach

Our investor relations programs provide your business with a highly targeted outreach program, guaranteed to connect your business to the right people at the right time. We use proprietary and subscription databases to reach receptive investment community constituencies, accounting for peer group, company size, and investor-specific qualifications. We guarantee a representative presence for your company at investor roadshows, analyst days, annual shareholders’ meetings, and investment bank investor conferences. We’ll use conference calls/webcasts, investment community perception studies, contact list management, investor information requests, podcasting events, and an array of other digital strategies to secure, maintain, and strengthen your investor relations and outreach.

See How We Work

Corporate Governance & Regulatory Advice

We’ll insure you’re using best practices for small companies and utilizing accelerated filers. We have a Regular Full Disclosure policy, and offer safe harbor consultation to guide you through financial results issues, proxy, and a multiplicity of shareholder issues. We do IPO and pre-IPO preparation and consultation work, including spin-offs and care-outs. We also perform exchange listing selection and stock splits.

Corporate Governance & Regulatory Advice

We’ll insure you’re using best practices for small companies and utilizing accelerated filers. We have a Regular Full Disclosure policy, and offer safe harbor consultation to guide you through financial results issues, proxy, and a multiplicity of shareholder issues. We do IPO and pre-IPO preparation and consultation work, including spin-offs and care-outs. We also perform exchange listing selection and stock splits.

Collateral Material Development

We offer both an initial creation and ongoing adaptation of investment appeals. We use expertly crafted press releases, fact sheets, investor slideshows, proprietary analyst research reports, and other shareholder materials to communicate your businesses’ upward trajectory to investors. We also employ conference calls, speech writing, and the IR section of your website to empower your appeals.

See Examples Of Our Work

Collateral Material Development

We offer both an initial creation and ongoing adaptation of investment appeals. We use expertly crafted press releases, fact sheets, investor slideshows, proprietary analyst research reports, and other shareholder materials to communicate your businesses’ upward trajectory to investors. We also employ conference calls, speech writing, and the IR section of your website to empower your appeals.

See Examples Of Our Work

Corporate Communications & Messaging

Communication is key, and we ensure yours is top-notch through internal strategy development that covers a holistic approach to corporate communication. Our method refines your correspondence, web site content, community relations, public affairs and other collateral materials with leadership training, corporate branding, and corporate advertising.

See Examples Of Our Work

Corporate Communications & Messaging

Communication is key, and we ensure yours is top-notch through internal strategy development that covers a holistic approach to corporate communication. Our method refines your correspondence, web site content, community relations, public affairs and other collateral materials with leadership training, corporate branding, and corporate advertising.

See Examples Of Our Work

Media Outreach & PR Campaign Strategy

Our media contacts and strategies will ensure your business gets the right message out to the proper channels, including broadcast, print, and digital. We’ll manage your media relationships with a versatile tool belt of strategies, like ghost writing, white paper proliferation, and podcasting events. Furthermore, we’ll build your reputation and representation at key media tours, roadshows, and trade shows.

See Examples Of Our Work

Media Outreach & PR Campaign Strategy

Our media contacts and strategies will ensure your business gets the right message out to the proper channels, including broadcast, print, and digital. We’ll manage your media relationships with a versatile tool belt of strategies, like ghost writing, white paper proliferation, and podcasting events. Furthermore, we’ll build your reputation and representation at key media tours, roadshows, and trade shows.

See Examples Of Our Work

IPO Advisory

As IPO Advisors, we are proven experts at walking our clients through successful IPO campaigns time and time again. This is because of our commitment to thoroughly prepare and guide them through every step of this crucially important process. We work with our clients to set strategic goals and benchmarks Pre-IPO, Post-IPO, and beyond across an array of business sectors. Additionally, we also help clients whose IPO process did not turn out successfully, and are looking to improve their valuation and performance.

See How We Work

IPO Advisory

As IPO Advisors, we are proven experts at walking our clients through successful IPO campaigns time and time again. This is because of our commitment to thoroughly prepare and guide them through every step of this crucially important process. We work with our clients to set strategic goals and benchmarks Pre-IPO, Post-IPO, and beyond across an array of business sectors. Additionally, we also help clients whose IPO process did not turn out successfully, and are looking to improve their valuation and performance.

See How We Work

IPO Advisory Services

Pre-IPO Services

Strategies and activities to support our clients pre-IPO

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Pre-Filing

Assist with vendor selection
Consolidate and distribute peer and industry research
Recommend guidance metrics to use in releases/scripts
Facilitate sell-side relationships
Create investor database
Confirm IR communications protocols

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Post-Filing / Roadshow

Participate in roadshow rehearsal and Q&A
Focus on message development
Develop 12 month calendar of events
Establish IR logistics
Draft and finalize IR website
Counsel on initial IR related items

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Pricing / Post-IPO

Solicit roadshow feedback; use data for forward communications
Counsel company on all IR related issues
Monitor peer and industry news
Maintain sell-side model
Analyze and deliver quarterly ownership report
Serve as first point of contact for retail investors

Post-IPO Services

Strategies and activities to support our clients post-IPO

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Earnings

Draft all earnings related documents
Poll sell-side for questions/concerns
Q&A preparation
Review peer earnings results
Summarize peer sell-side research
Manage earnings call and press release logistics
Conduct follow up and report findings

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Outreach

Actively participate in sell-side relationships
Establish first point of contact for investors
Continuous buy-side targeting and outreach
Manage investor presentation
Target investor conferences with firms not covering

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Support

Counsel company on all IR related issues
Counsel management on Reg. FD disclosure issues
Monitor peer and industry news
Maintain sell-side model
Analyze and deliver quarterly ownership report
Serve as first point of contact for retail investors

Representative Technology IPO Experience

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Pre-IPO Activities

Built first investor relations program after spinout from Agilent in 2005
Created entire IR infrastructure
Initially managed relations with bond analysts, investors and ratings agencies
Secured investor conference speaking opportunities
Managed all aspects of quarterly reporting

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IPO Related Activities

Created targeting matrix to identify appropriate sell-side analysts and investors
Assisted banks with IPO roadshow investor targeting
On team that developed roadshow content
Managed vendor relations for new IR website
Drafted and issued appropriate IPO related material

Representative Post-IPO Experience

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IPO - First Year

Hired after IPO “busted” – trading below the offering price for period of time
Winner of the prestigious “Creativity in Public Relations Awards” (CIPRA) competition for the “Best Investor Relations Program for an Initial Public Offering”

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Full Term Of Service / Relevant Achievements

Outreach initiatives included implementation of a national non-deal road show over a 2 year period until stock price stabilized and shareholder base transitioned from IPO
Missionary & maintenance activities thereafter
IPO bankers abandoned stock; we brought in new bankers and new analyst coverage
Represented company for over six years
A long term client/consultant relationship until acquired