Our capabilities
include:
Developing Investor Relations Plans and Programs
Our Investor Relations plans are maps to get from where you
are to where you need to be. They are built on data and analysis
of how you are currently perceived in the market. We work
with you to outline goals and objectives and then recommend
appropriate strategies and tactics. We also include metrics
to evaluate success.
Development And Execution Of Strategies and Tactics
It’s not enough to have a strong plan. Execution is
what leads to results. Depending on your needs, we can help
you implement the plan, assuring that the strategies are followed
and the tactics executed against the goals and objectives.
Perception Studies
The most effective communication programs begin with an
understanding of the attitudes, concerns and perceptions
held by your key constituencies. We conduct interviews with
targeted members of the investment community to find out
what they think of your company’s business strategy
and valuation. The information and insights gained from
this can be very valuable and improve your likelihood of
success.
Communications Audits
We can review a company’s communications materials,
including annual reports, news releases, fact sheets, investor
kits, etc. to evaluate their effectiveness in communicating
clear and consistent key messages to the investment community
as well as other important constituencies. If necessary,
we make recommendations and can assist in the creation of
new materials.
Writing and Managing Annual Reports
The Annual Report can be a company’s most important
marketing tool, seen by current and prospective investors,
potential employees, partners, and customers. Depending
on your needs, we can write a portion of the report, such
as the CEO’s letter, write and/or edit the entire
text, or manage the entire process of creating a report
that conveys the vision and strategy and delivers the key
messages that are part of an effective IR plan.
Creating Shareholder Communications
Materials and Investor Kits
Sometimes people inside a company are too close to see whether
their shareholder communications materials can be improved.
We can work with your team to improve existing materials
or create new ones.
Creating or Improving Investor Presentations
Let us review your investor presentations for message content,
clarity and consistency and to be sure they communicate
your story in a compelling way.
Presentation Skills Coaching
When it comes to getting your story out, it’s not
only what you say but also how you say it. A little bit
of coaching in presentation skills can make a difference
in the way an audience responds to what you say.
News Media Interview Training
We have extensive experience training executives to be more
effective in getting their story out in news media interviews.
We can set up coaching sessions and training programs for
individuals or groups.
Crisis Communications Planning and
Crisis Management Assistance
If a physical or financial crisis occurred that had the
potential to adversely affect your organization, would your
people know what to say and what not to say to shareholders,
customers and the news media? "No comment" or
the wrong comment in the early stages of a crisis can cause
valuation to plummet.
An established crisis communication plan that
addresses the investment community as well as your other
constituencies will help ensure that your first response
is the right one. We can help you prepare for and properly
respond to challenges that occur. We can help you develop
the plan and provide crisis management assistance according
to your specific requirements.
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