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.
ESG
- 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
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.
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.
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.
