IR Approach

Building Credibility With Investors

The Key To Effective IR is Building Credibility With Investors!

Our 20 years of Wall Street research experience enables us to understand our clients from an investment perspective and articulate the investment thesis to investors. By having an in-depth understanding of our client's business, we are able to create a close relationship with investors as a credible source of knowledge.

With prospective investors, we are able to articulate the complete story, not just the two-minute pitch. We do all of the core interaction with prospects, limiting management calls to serious investors who know the story well and are ready to invest.

Differentiate Ourselves From Other Investor Relations Firm

By managing the IR role as an analyst, we have a much higher level of knowledge of our clients and their industries, thus increasing the value-add to investors and our effectiveness as IR representatives

Building Credibility With Our Client's Investors

  • Ongoing research of client's business
  • Ongoing research of client's industry
  • Ongoing research of client's competitors
    • Share research with investors
    • Use every opportunity to "touch" investors

END RESULT

  • Increased Interaction with Investors
  • Increased Confidence with Investors
  • Enhanced Relationship with Investors
  • Better Informed and Stable Shareholder Base

Expand Investor Base

The value of any good investor relations program is continuously searching for new investors for its clients. We search through our database of investors to find funds whose investment strategy fits the profile of our client and proactively reach out to them. We also identify investors from competitors and similar profile companies and reach out to them on an ongoing basis. This process never ends!

Prepare Investment Write-up as Tool to Target New Investors

Aggressive Investor Outreach Strategy

  • New funds that match client profile
  • Investors from prior earnings calls
  • Shareholders from competitors
  • Expand Wall Street coverage by managing relationship with sell-side firms
    • Share research with investors
    • Use every opportunity to "touch" investors

END RESULT

  • Company valuation that reflects investment opportunity
  • Expanding institutional ownership
  • Higher trading volume / liquidity