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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.

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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.

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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.

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Article

The Importance of Strategic Planning in Investor Relations

Learn how innovative, company-sponsored events can significantly improve investor relations and elevate corporate access.

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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.

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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.

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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.

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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.

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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.”

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Article

Is Your IR Firm Advising You to Acknowledge the Competition?

While there are often many reasons why a stock is suffering, one of the easier fixes I see in my IR strategy practice is a change in the way my clients discuss their competition.

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Article

The Market Minute: 2 Important Steps to Take After Going Public

Being a public company includes a lot more regulatory headaches. And winning over investors doesn’t end after the IPO.

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Article

Stocks Have Emotions. It’s Not Just What They Teach in Business School

Read on only if you're willing to throw out what they teach you in business school. Namely, that stock prices are simply the market's representation of the discounted present value of a future stream of cash flows.

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Article

Why You Should Spend More Time Focusing on Your Earnings “Call Backs”

In the late 90s, a really good sell-side analyst might cover 8 or 10 stocks. They would be on every earnings call and would know every detail about every line in the model. Today however, analysts frequently cover 40 or more stocks.

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Article

Repetition, Repetition, Repetition to Get Your Point Across

What feels like "annoyingly repetitive" to you, is probably "refreshingly simple" to your investors.

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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."

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