Our Services

Investor Relations Services

Develop buy-side strategy that aligns with management’s goals
Arrange non-deal roadshows with institutional investors and obtain feedback to ensure accurate corporate positioning
Facilitate introductions to a targeted list of sell-side analysts and investment bankers
Develop, review and update investor presentation to reflect progress and feedback from ‘the Street’
Provide strategic guidance on various issues that may arise, such as crisis communications and activist investor activity
Evaluate financial model and consensus analyst estimates
Target and advise on appropriate investor and industry conferences and obtain speaking invitations, where desirable
Manage quarterly reporting cycles, including writing conference call announcements, scripts and earnings press releases
Develop messaging and write all press releases, website content, fact sheets and other IR-related material
Create strategic plan ahead of critical data readouts, including, where appropriate, coordination and hosting of R&D days and KOL events
Gather and provide intelligence on peers, industry and the broader markets

M&A Advisory

Assist with merger messaging strategy and press release preparation
Work hand-in-hand with board of directors, attorneys and/or accountants on merger execution issues (e.g. SEC and proxy filings, shareholder meetings and approvals, etc.)
Arrange meetings with sell-side analysts to create awareness among potential strategics; conduct follow-up and provide feedback
Prepare merger Q&A, FAQs and presentation documents
If merging into a public company, assist with messaging and script development for roadshow and shareholder meeting
Handle incoming investor and media inquiries

Pre IPO-Advisory

Assist in the selection of investment banking team by providing insight on sell-side coverage and ratings, reputation of investor conferences and financial transaction history
Prepare management for the Analyst Teach-In session
Coordinate messaging for IPO organizational meeting and subsequent S-1 drafting sessions
Advise on press releases announcing registration, pricing, and completion of over-allotment for offering
Coordinate with ECM teams to supplement list of target institutional investors
Develop a list of peer companies to gauge valuation, institutional ownership and appropriate sell-side analysts
Work with appropriate vendors to establish investor section of the website, to be ready to go live once the deal is priced
Ensure Quiet Period compliance

Post-IPO Support Services

Proactively cultivate relationships with IPO investors
Revise corporate presentation to reflect public company status
Prepare for expiration of lock-up agreement through potential new investor introductions
Consistently target new investors (institutional, retail and family offices)
Work to expand analyst coverage beyond banking support
Manage quarterly earnings release activities (conference call alert, press release and script)
Ensure fulfillment of disclosure requirements (management, IR and attorneys need to work together)
Expand awareness among appropriate financial media outlets

Provide counsel on guidelines for communications during quiet periods
Define corporate message points and craft potential story lines
Target and reach out to appropriate financial and trade media; create VIP blast email lists, when needed
Monitor company media placements and those of comparable industry peers
Develop and execute social media strategy to amplify web presence
Conceive and implement thought leadership strategy for CEO, inclusive of LinkedIn presence, targeted conference speaking opportunities, possible blog development, etc.
Conduct media coaching/training (message coaching at a minimum) for spokespeople, as needed
Explore existing strategic partnerships to fully leverage value (cultivate communications relationships)
Draft audience-specific Q&As and speaker briefing documents
Cultivate relationships with patient advocacy groups