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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.
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.
Article
From Investor to Investor Relations Consultant: Applying Principles from The Outsiders to Help Companies Succeed
This article is a must-read for CEOs, CFOs, investor relations officers, and board members looking for ways to maximize shareholder value.
Article
Investor Relations Consulting: Understanding the Different Types of Firms and Choosing the Right One for Your Business
Learn about investor relations consulting and the different types of firms available, including strategic firms and IR outsourcing firms.
Article
The Ultimate Guide to Hiring an Investor Relations Consultant
Hiring an investor relations consultant can help public companies build strong relationships with investors and increase shareholder value.
Article
5 Key Questions to Ask When Hiring Investor Relations Consultants
Hiring an investor relations consultant can be a game-changer for public companies looking to improve financial communication and enhance shareholder value.
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
Enhancing Your Post-Earnings Strategy with Expert Investor Relations Consulting
Unlock the advantages of investor relations consulting to enhance post-earnings communication and strategically engage with key financial stakeholders.
Article
How Investor Relations Consulting Firms Can Ensure Accuracy in Earnings Call Transcripts
Discover how investor relations consulting firms enhance the accuracy of earnings call transcripts, ensuring clarity and maintaining trust in financial reporting.
Article
Maximizing Analyst Relationships: Essential Strategies from an Investor Relations Consultant
Learn how to correct analyst misconceptions and build stronger market relationships with practical tips from an experienced investor relations consultant.
Article
The Power of Condensation: Captivating Investors with Fireside Chats
Fireside chats are a valuable IR tool, but lengthy transcripts can lose investors' attention; condense answers for a more captivating experience.
Article
The Essential Role of Investor Relations Consulting in Aligning Sell-Side Models
Ensure accurate financial narratives and investor consensus post-earnings by aligning sell-side models.
Article
Best Practices in Investor Relations For Long-Term Success
Discover the top investor relations best practices for building durable shareholder relationships and unlocking long-term value.