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.