Project-Based Services
Strategic Insights. Impactful Engagement, Elevating Perceptions with Impact/Real Results.
Perception Studies
Gain valuable insights into investor and market sentiment with in-depth perception studies that inform your corporate strategy.
- Evaluate The Street’s perception of Company’s current IR communication
- Identify key areas to enhance and improve messaging, including topics of consideration in advance of potential Analyst/Investor Day
- Draft Q&A (potential topics would include business model, valuation, leadership/IR)
- Determine potential participants (sell-side analysts, current, prospective, and former shareholders)
- Review and interpret interview results & discuss findings and recommendations with management teams
- Develop amendment of messaging and materials as a result of study
Analyst/Investor Day Support
Maximize the impact of your investor events with comprehensive planning, messaging, and logistical support.
- Event Planning & Coordination – Finalize agenda, speakers, and logistics.
- Messaging & Content Development – Create key messaging and presentation drafting support
- Speaker & Theme Selection – Identify and select key speakers, themes, Q&A
- Stakeholder Engagement – Identify and invite analysts, investors, and key participants
- Marketing & Communication – Send invites, press releases, and reminders
- Execution & Follow-up – Manage event logistics, webcast, and post-event investor outreach
Proxy Solicitation
Ensure successful shareholder engagement and vote outcomes with strategic proxy solicitation services.
- Identify key institutional investors and proxy advisory firms
- Engage with proxy advisory firms (e.g., ISS, Glass Lewis) to understand recommendations and address concerns
- Conduct outreach to top shareholders to encourage voting participation
- Provide strategic recommendations to maximize support
- Manage proxy solicitation efforts, including follow-up communications and investor engagement
Rebranding
Elevate your corporate identity with a rebranding strategy that aligns with your vision, market positioning, and stakeholder expectations.
- Refresh corporate messaging & positioning, press release
- Redesign investor materials (presentations, fact sheets, website)
- Enhance digital presence (IR website, social media, multimedia)
- Execute rebranding communication strategy (press, investors, media)
- Engage stakeholders (analysts, investors, proxy advisors)