Our Services

Investor & Sell Side Targeting

  • Targeting Plans
  • Proactive Outreach & Relationship Development
  • Regular Communication of Company Strategy & Investment Thesis
Execution in Action –Developed comprehensive sell side targeting plan for a small cap retailer that had their coverage cut in half by the impacts of MIFID II. Proactively communicated with 10+ non-covering analyst to generate interest and control the narrative; after 6 months, 3 analysts were interested and two have hosted NDRs for the company.
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  • ESG Disclosure & Reporting
  • ESG Strategy Development & Execution
  • Proactive maintenance of ESG commitments
Execution in Action: Developed an ESG strategy and first report for a small cap industrial company, including ongoing maintenance of their long term commitments to the investment community
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Investor Events

  • Investor Days
  • Non-Deal Roadshows
  • Institutional Investor Conferences
  • Store/Facility Tours
  • Quarterly Earnings
  • Annual Meetings
Execution in Action –performed strategic review of investor day plan and materials, including management preparation for a mid cap retailer.
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Strategic Planning & Messaging

  • Investor Presentations
  • Earnings Call Preparation
  • Pre-IPO planning
  • Activist Assessment and Preparedness
  • Transaction Communications
  • Crisis Communications
  • Governance Compliance
Execution in Action –developed communication plan and investor materials for a small cap industrial company to disclose its strategic transformation plan to the investment community.
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Day-to-Day Support

  • IR Planning
  • Targeting & Outreach
  • Message Development & Distribution
  • Earnings Call Process & Materials
  • Investor Presentations
  • IR Website
  • Peer & Industry Analysis
  • Regular Investor & Analyst interactions
Execution in Action –took over and revamped the day to day operations of the investor relations function for a small cap retailer undergoing a turn around.
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