Key Services
Navigating the capital markets can be a complex task, especially when markets are challenging
Our strategic IR programs help you to achieve your goals. We provide expert advice and assist companies liaise with investors and other stakeholders with a consistent and accurate message which represents the company's true strategic objectives. We work with clients diligently to develop and refine high-quality communications and interactions with their investors and ensure that nothing gets dropped. We are your trusted partner.
Proxy solicitation & corporate governance advisory
Investors in public companies increasingly have a heightened focus on corporate governance best practices. We have a wide variety of experience in ensuring companies are aware of the latest and most critical trends:
- Management information circular review
- Website review
- Creation of ESG reports
- Institutional investor ESG portfolio audits
- Proxy solicitation around AGMs and special meetings, M&As, bondholder consent solicitations, etc.
- Information agent services (inbound calls on tenders, M&As, bondholder consents, etc.)
- Contested situations, proxy battles
Strategic Communications
The markets are fast-paced and complex. In an environment where there are a variety of options for investors to choose from, we help you stand out above your peers. We have the expertise, as former Investor Relations executives, and equity research and investment banking professionals, to craft critical messages which will resonate with your key stakeholders:
- Quarterly earnings presentation development
- Investor fact sheets
- Comprehensive quarterly earnings support, including proactive Q&A prep
- Proactive scripting
- Press releases
- IR website content / messaging development / audits
Thoughtful insights
It is critical to understand what investors and other key stakeholders are saying about your company. We provide intelligence from both the buy-side and sell-side which allows you to perfect your capital markets strategy:
- Investor perception studies
- Investor roadshows and cobbling together feedback
- Quarterly board packages
- Bespoke competitor research
- Analyst consensus reporting
- IR reporting
Liaising with the buy-side and sell-side
We bring the depth and breadth of our networks to bear to assist you reach and expand your target audience:
- Non-deal roadshows
- Investor targeting and outreach
- Sell-side analyst outreach
- Strategic full year 360-degree IR plan
- Investor day planning
- Other bespoke investor events
Valuations, fairness opinions and research
There are a variety of reasons that companies wish to understand their true worth. It is often regulatory-driven, or transaction-driven. The required approach and best practice is to obtain an independent value assessment:
Business valuations:
- Ascribe a value to your company's true future potential which informs and directs strategic planning. It also provides additional insights in the case of a contested situation
Fairness opinions:
- Attain an independent and unbiased view on whether a transaction is fair from a financial viewpoint. We provide a comprehensive analysis which focuses on key financial and qualitative factors
Research reports:
- Full model development and equity research reports
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