Our Services

While we are able to offer a wide variety of investor relations, financial and strategic services, it’s our ability to customize these offerings to fit your needs and within your budget that sets us apart from the competition.

Investor Relations

  • Develop clear and executable IR strategy
  • Draft/review press releases and investor presentations
  • Draft/review quarterly earnings releases, conference call scripts and investor decks
  • IPO expertise: Guiding through the transition from private to public company
  • Solicitation/retention of sell side coverage
  • Effective targeting of buy side and coordinate non-deal roadshows
  • Track shareholder ownership
  • Training and compliance under Regulation FD
  • Conduct perception studies

INITIAL PUBLIC OFFERINGS

  • Guide Transition from Private Company to Public Entity
  • Reg FD Training
  • Initial Earnings Releases and Conference Calls Post-IPO
  • Shareholder Tracking Post-IPO
  • Coordinate Initial Conferences and Non-Deal Roadshows

ENHANCE PUBLIC IMAGE

  • Develop corporate strategy and plans
  • Design/re-design corporate presentations
  • Design/re-design corporate websites
  • Create/design/re-design logo(s)
  • Full graphics design and updates
  • Assist private companies with developing materials to compete with larger public firms
  • Develop annual reports
  • Coordinate/develop/plan capital markets or annual analyst day

Strategic Planning, Budgeting & Financial Analysis

  • Develop valuation and operational results models
  • Develop planning, budgeting and forecasting models
  • Operational results monitoring
  • Develop and train internal analysts
  • Investor and market perception studies
  • Assist in development of strategy and goal setting as well as provide peer analysis and benchmarking
  • Strengthen strategic focus with board and management
  • Facilitate meetings with capital providers and bankers
  • Prepare management teams for calls and presentations with Q&A sessions

ESG REPORTING

  • Create, Manage and Enhance Corporate ESG Strategy
  • Develop Effective and Sustainable ESG Reporting and Messaging
  • Review various frameworks and standards that are intended to measure, manage and report sustainability information
  • Engage with identified internal and external target audiences to better understand needs, expectations and use of ESG criteria
  • Track Compliance to Rating Agencies and Benchmark with Peers

Emergency Preparedness

  • Develop corporate strategy and plans
  • Develop emergency response plans
  • Train executives and employees
  • Function as primary spokesperson during an emergency

Capital Markets Strategy

  • Develop clear and executable strategy
  • Provide investment, capital markets and corporate finance guidance
  • Facilitate meetings and foster relationships with capital providers and banking institutions