IR Services

Private Company Program

  • Target appropriate investment banks; orchestrate sell-side analyst and investment banker introductions Develop financial presentations in advance of investment banking conferences,
  • meetings with VCs and Angel investors
  • Develop financial press and investor communications strategy, including establishment of key financial messages and milestones that are financially- vs. customer-oriented
  • Monitor peers, provide public company peer valuation analysis and sell-side research coverage of publicly traded peers
  • Establish communications policies and procedures similar to those for public companies while taking into consideration potential competitive landscape issues
  • Develop financially oriented presentations and provide presentation training


Pre-IPO Program

  • Strategic counsel to CEO, CFO, PR and marketing teams
  • Develop financial press and investor communications strategy reflecting key financial messages and milestones that are financially- vs. customer-oriente
  • Monitor peers, provide public company peer valuation analysis
  • Assist legal team in drafting MD&A for S-1 (or like) filing, as requested
  • Create policies and procedures for public communications (insider trading policies, window open/close policies, and employee training programs)
  • Develop mechanisms for communicating with retail investors (hotline, website, investor kits, and collateral material distribution)
  • Develop methods for communicating with institutional investors
  • Create sell-side and buy-side outreach program
  • Draft first year IR plan (annual report, quarterly reporting, conferences calls, presentations, analyst days)
  • Provide presentation training
  • Financial press story angle development
  • Provide IR training sessions for employees and/or internal IR team


Post-IPO & Public Company Program

  • Create public company infrastructure and provide ongoing IR support
  • Develop and implement Reg. FD policy and standards
  • Field investor calls
  • Periodically update messaging and key milestones
  • Monitor peers, provide public company peer valuation analysis
  • Write and edit support documents (annual report, press releases, scripts, conference call Q&A, and Q&As for newsworthy issues and special events, such as acquisitions or investor days)
  • Provide assistance with analyst outreach, seeking out conferences and targeting appropriate invitations
  • Develop and manage special events including financial road shows, analyst days and banking conferences
  • Work with PR firm to ensure message continuity and cohesiveness of IR and PR teams
  • Draft transactional communications materials and collateral material¬† for acquisitions, mergers, LBOs, etc.
  • U.S. and International financial road show scheduling services


Financial Analyst Relations Program

  • Develop/refine strategic messages
  • Investor and analyst targeting services
  • Financial analyst program development and scheduling
  • Presentation training
  • 360 degree feedback and analysis; message adjustment


Crisis Communications Expertise
Preparing for a crisis can preserve valuation, prevent irreperable damage to the corporate brand and avoid exacerbating the situation.  Being a good corporate steward requires methodical, precision implementation and planning. We can offer the following services that are invaluable:

  • Strategic counsel to CEO, CFO, PR and marketing
  • Development of crisis plans and/or management of crisis situations in progress
  • Plan development includes creation of mock scenarios related to financial events
  • Sync up PR and IR efforts to prevent escalation and ensure message continuity


ESG Capabilities

  • Formulating and executing ESG communications plans and campaigns to raise the sustainability profile for both investors and issuers
  • Includes internal communications, external communications, digital and social media strategies, thought leadership programs
  • Consulting on sustainability reports, including both strategy and editing reports
  • Assisting with developing sustainability language for both the proxy and the annual report

Investor and Financial Relations Writing Services
Our talented business writers can efficiently and skillfully prepare you for a presentation, road show, or quarterly conference call.  These services are available on an as-needed, or piecework, basis. Examples of services we can provide include:

  • Annual reports
  • 10-K (MD&A section)
  • Executive speeches
  • Financial press releases
  • Press kit materials
  • Company profiles, fact sheets and management bios
  • Transactional communications materials
  • Collateral material
  • Website content (financial)