Insights

Get investor insights

See the results we've achieved with our clients.

Article

Ensuring Aligned Executive Communication at Investor Conferences

Strategies from investor relations consulting firms ensure consistent and aligned executive communication during investor conferences, maintaining investor confidence and a cohesive company narrative.

Read Article

Article

Effective Strategies for Engaging Audiences at Conferences

Investor relations consultants can enhance audience engagement and maximize the impact of their conference presentations by using clear messaging and understanding audience behavior.

Read Article

Article

Mastering Fireside Chats at Conferences: Essential Tips for Success

Essential tips for mastering fireside chats at conferences, emphasizing clear communication, crafting compelling narratives, and preparing for diverse audiences to effectively engage and inform investors.

Read Article

Article

Navigating Conference Season: Optimizing Your Q&A for Fireside Chats

Optimize investor engagements during conference season by crafting strategic Q&A questions for sell-side analysts and utilizing the expertise of investor relations consultants.

Read Article

Article

The Hidden Politics of Analyst Ratings

Learn how investor relations consultants help companies manage the political landscape of analyst ratings and maintain a positive market perception despite neutral or sell ratings.

Read Article

Article

Enhancing Corporate Access: The Importance of Engaging Neutral and Sell-rated Analysts

Engaging neutral and sell-rated analysts during corporate access planning is essential for a balanced investor relations strategy, enhancing market perception and credibility, as advised by leading investor relations consulting firms.

Read Article

Case Study

$5bn Hardware Company Lacking Investor Credibility

The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.

Read Article

Case Study

$5bn Software Company with a Lagging Multiple

Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.

Read Article

Case Study

$14bn Software Company in Model Transition

After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”

Read Article

Article

Here’s Why You Need New Investors

Very often, when I'm working with a client to help them simplify their story into easily digestible bullets, they say to me, "our existing investors already know this...why do we need to say this again? It feels so repetitive."

Read Article

Article

Don’t Try to Pull a Fast One

I tell my clients all the time that a quarterly report consists of at least three major things: 1) the published numbers from the quarter, 2) management commentary, and 3) guidance.

Read Article

Article

Educate and Reeducate the Street on Your Story

As a general group, investors want to be educated… tempted even, by the tantalizing aspects of a story in order to get interested. They want to hear a good story that reminds them of stocks that have worked for them in the past.

Read Article