Client Profiling
As a first step, we explore such fundamental issues as:
Current Ownership
Who owns shares? Why do they own them? How does the ownership compare with peer companies?
Intended Ownership
Who should own the company and what motivates these investors?
Valuation
How do investors value the client and its peers?
Vulnerability
How vulnerable is the client to a proxy fight or tender offer?
Perception
How are the company and management viewed on Wall Street?
This information drives our tailor-made investor relations programs. We help each client develop and communicate the key concepts that distinguish it from competitors on Wall Street, and back it with relevant and timely financial and corporate data.
News & Analysis
Clients’ written materials are designed to meet the needs of the financial community based on feedback from investment professionals. We will produce and disseminate the following materials: News releases for quarterly earnings, dividends and other important events, and fact sheets, which outline the financial and trading fundamentals of the stock.
Corporate and Financial Media Relations
We strategically target media outlets in a clients local community. All news releases are disseminated electronically to meet full, fair disclosure requirements and to reach the sophisticated electronic database search engines that drive the information market.
Specialized Investor Relations Activities
- Initial Public Offerings and Roadshow Development
- Mergers and Acquisitions
- Crisis Communications
