Who we serve
Newly listed or uplisting
You have just listed, or you are moving up to a national exchange. We help you choose the exchange, build the equity story and get in front of the right holders from day one.
Coming out of a restructuring
Your bondholders are now your shareholders. We help you manage a register that still thinks like a creditor and move it toward long-term owners.
Under-covered and under-owned
The business has changed, but the coverage and the shareholder base have not. We build the case for sell-side coverage and target the investors who should own you.
Going through a transaction
An acquisition, a divestiture or a strategic reset. We prepare the market, shape the announcement and carry the story through integration.
Facing an activist or a credibility gap
When confidence slips, we rebuild it with disciplined messaging, a consistent cadence and the right conversations with the right holders.
Building the IR function
No full-time IR officer yet, or one stretched too thin. We stand up the program, run it and hand it over when you are ready.
What we do
Investor relations
We run your IR program end to end, or bring us in to strengthen the team you already have. Senior judgment on every engagement, backed by AI-driven research.
Earnings and outreach
The full program, quarter after quarter.
- Earnings scripts, releases and Q&A preparation
- Roadshows, NDRs and conferences
- Sell-side coverage and analyst relations
- Targeting long-only, hedge fund and value investors
- Shareholder analysis and perception studies
Capital markets advisory
Position the equity story and the balance sheet for the investors you want.
- Equity story and valuation positioning
- Exchange selection, listings and uplistings
- Shareholder transitions after restructuring
- Debt investor communications
- Capital returns and Board briefings
Transactions and special situations
Prepare the market for the moments that move your stock.
- Turnarounds, restructurings and emergence
- M&A announcement and integration messaging
- Investor days and strategy updates
- Activism preparedness
- Crisis communications
Financial media
Shape the coverage, and correct the record when it's wrong.
- Media strategy for earnings and major news
- Interviews with financial and trade press
- Executive media training
- Monitoring of wires, news feeds and social
- Correcting inaccurate articles and headlines
- Accurate data on terminals and AI search
How we work
Three ways to engage, each led by a senior practitioner from the first conversation.
Retainer
Outsourced IR
We run your IR program end to end: the earnings cycle, investor targeting and outreach, sell-side relationships and the day-to-day with your shareholders.
Fixed Scope
Projects
Defined work with a clear finish: an uplisting, an investor day, a perception study, a new investor presentation or an exchange evaluation.
Interim
Head of IR
A senior practitioner in the seat while you hire, or until the program is ready to hand over to your own team.