Insights

Get investor insights

See the results we've achieved with our clients.
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.
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.
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.
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."
Article
Repetition, Repetition, Repetition to Get Your Point Across
What feels like "annoyingly repetitive" to you, is probably "refreshingly simple" to your investors.
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.
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
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.
Article
Strategic Investor Relations Consulting Firms: How They Can Benefit Public Companies
This article discusses the ways in which strategic investor relations consulting firms can benefit public companies.
Article
Understanding the Two Different Types of Investor Relations Consultants - Strategic IR Consultants and Outsourced IR Consultants
When it comes to investor relations consulting, there are two main types of consultants - strategic IR consultants and outsourced IR consultants.
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.
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.
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.