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Investor Relations & Financial Communications
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These are our core capabilities. Each client's needs, and our support of those needs, is different from another's, and changes over time.
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Representation/company contract to individual investors
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Sell-side securities analyst targeting and development
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Buy-side targeting, contact management, profiling
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Roadshow/event scheduling, preparation and support
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Investor day support
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Investor research, including perception studies, event feedback analysis
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Financial disclosures: earnings releases, M&A transactions, securities offerings
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Annual reports (concept, Letter to Shareholders, narrative content)
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Review of SEC disclosure documents, including 10-Q, 8-K, registration and proxy filings
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Financial news media relations
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Board reports on institutional holdings, peer performance, analyst reports
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- News releases (non-financial material disclosures)
- Strategic messaging: positioning statements, business description
- Crisis communications
- Business media relations
- Peer group analysis and monitoring
- Executive speeches and presentations
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- IR best practices advice and analysis
- Disclosure and governance policies and practices
- Audit of existing IR program
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