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.
ESG REPORTING & INITIAL PUBLIC OFFERINGS
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 Peer
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
Investor Relations
Develop clear and executable strategy
Draft/review press releases, and investor presentations
Draft/review quarterly earnings releases, 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
Develop annual reports
Coordinate/develop annual and bi-annual analyst days
STRATEGIC PLANNING & FINANCIAL ANALYSIS
Assist in development of strategy and goal setting
Develop valuation and operational results models
Develop planning, budgeting and forecasting models
Provide peer analysis and benchmarking
Provide market intelligence
Prepare management teams for calls and presentations with Q&A sessions
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
EMERGENCY PREPAREDNESS
Develop corporate strategy and plans
Develop emergency response plans
Train executives and employees
Function as primary spokesman during an emergency
IMAGE ENHANCEMENT
Develop corporate strategy and plans
Design/re-design corporate websites
Logo creation or refresh
Full graphics design and updates
Assist private companies with developing materials to compete with larger public firms
Affiliated Partner Services
ACCOUNTING SERVICES (THROUGH OUR PARTNER EMC)
Expenditures
Invoice Processing Including Coding, Recording, Check Generation and Vendor Relations
Authority for Expenditures (AFE) Set Up, Cost Monitoring and Supplemental AFE
