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Article

The Attributes of Top Investor Relations Consulting Firms: A Guide

This article covers the attributes of top investor relations consulting firms, including their expertise, communication skills, strategic thinking, and industry knowledge.

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Article

The Benefits of Having Your Investor Relations Consultant be a Former Investor: Maximizing Your Connection with Shareholders

In this article, we explore the benefits of working with consultants who understand how investors think and can provide valuable insights into what shareholders are looking for.

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Article

Navigating the World of Investor Relations Consultancy: Discovering the Best in the Business

In this comprehensive guide, explore the best investor relations consultancies and learn how they can help public companies improve their investor communication strategies.

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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.

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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.

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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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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

$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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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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Article

How Investor Relations Consulting Firms Can Help Public Companies Succeed

Discover how investor relations consulting firms can benefit public companies by improving financial communication, enhancing shareholder value, and providing support during activism defense periods.

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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.

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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.

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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.

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Article

Earnings Season Best Practices: A Recap of Our Recent Call

The IR team should consistently reach out to all covering sell-side analysts for a brief 10-15-minute call. During these sessions, IR can provide an overview of the quarter's events. Also remember to send reminder emails to new investors.

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Article

Unity Investor is now Resurge!

We are thrilled to share that Unity Investor has now transformed into Resurge. Our new brand better reflects our mission to help public companies get the valuation they deserve.

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