Insights

Get investor insights

See the results we've achieved with our clients.
Article
Unlocking Post-Quarterly Reporting Insights: Essential Tips from Investor Relations Consultants
Discover essential post-quarterly reporting strategies from top investor relations consultants, including competitor analysis, market trends, and strategic planning.
Article
Understanding Growth Adjusted Multiples in Company Valuations
Explore the role of growth adjusted multiples and investor relations consulting firms in accurately evaluating and conveying your company's true market value.
Article
Innovative Strategies for Enhanced Investor Relations and Corporate Access
Investor relations are evolving beyond traditional methods like sell-side conferences, with companies now hosting innovative, company-sponsored events to engage directly with investors, providing unique insights and fostering deeper connections.
Article
The Importance of Strategic Planning in Investor Relations
Learn how innovative, company-sponsored events can significantly improve investor relations and elevate corporate access.
Article
Win Over New Investors with Essential Strategies for Your First Conference Question
Master your investor conference introduction with strategic advice from leading investor relations consultants, ensuring your company stands out to new investors.
Article
The Importance of Post-Mortem Reviews in Investor Relations
Uncover the transformative power of post-mortem reviews in investor relations, ensuring your communication strategies effectively align with investor expectations and enhance stakeholder trust.
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.
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.
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.”
Article
Effective Investor Relations Strategies for Earnings Season
Effective strategies for investor relations consultants during earnings season emphasize the importance of their involvement in CFO and FP&A meetings to shape accurate narratives and guidance for investors.
Article
Optimizing Investor Relations: The Power of Targeting Tools
Using investor targeting tools helps companies with market caps below $5 billion diversify their investor base, strategically schedule meetings, and achieve greater stock stability.
Article
Crafting Compelling Investor Stories: The Power of Analogies
Using analogies in investor relations simplifies complex concepts, enhances communication, and builds stronger connections with potential investors.
Article
Breaking Out of the Comfort Zone in Investor Relations
Emphasizing the importance of diversifying investor relations through strategic roadshows and proactive engagement, highlighting the benefits of connecting with new investors and leveraging technology for long-term success.
Article
Understanding Financial Models in Investor Relations Consulting
Enhance understanding of financial modeling in investor relations consulting, focusing on accurate valuation, key drivers, and effective communication.
Article
Enhancing Investor Meetings with IR Website Supplements
IR website supplements streamline investor communications, enhancing transparency and engagement through strategic content placement.