Introduction
>>We leverage our brand, reputation and contacts to open new doors for our clients.
Our approach is systematic and customized to each client and ensures we meet our objective of matching the right investors with the right companies, while expanding investor and influencer networks according to clients’ overall capital market communications plans.
Our outreach services include:
- Targeting, based on peer company analysis and experience
- Identifying optimal windows of opportunity for marketing initiatives
- Organizing one-on-one and group meetings with institutional investors on a best-efforts basis
- Arranging introductions to target sell-side analysts
- Organizing group presentations to our network of retail investment advisors
- Promoting your company to brokerage firms for inclusion in their conferences
- Supporting brokerage-sponsored marketing initiatives
- Designing and staging investor day events
- Delivering detailed investor profiles in advance of outreach meetings
Perception Surveys
>>Investor perception surveys conducted on a no-names basis provide a formal opportunity for investors and sell-side...
analysts to voice their opinions on a range of topics (communications practices and effectiveness, corporate value creation strategies to name a few) to an independent third party.
Generally, the Street views public companies that conduct studies in a favourable light, making the exercise itself a "goodwill" gesture.
Most important, the feedback receivedis helpful in uncovering opportunities for program development and improvement. As such, we recommend public companies survey their investor audience at least once every two years, following major changes in management and when contemplating a new communications strategy.
