Our sophisticated and strategic approach to investor relations has garnered a strong track record of success in bringing micro- to mid-cap US listings up the value chain. In our view, three components of strategic IR must work in unison to establish a company’s value proposition, and in turn, drive awareness and action for that idea on Wall Street.
Strategy
Strategy: We serve as trusted advisors on all matters related to the investment community. Our senior strategists draw on decades of experience when counseling clients on a plethora of topics that challenge even the most seasoned public company executives.
- Strategic IR counsel supported by best practices
- Industry and peer-company analysis
- Company messaging and positioning
- Disclosure and regulatory compliance
- IPO listing and pre-IPO listing
- Transaction communications
- Crisis management
- Secondary offerings
- Activist shareholders
- Media/presentation training
Marketing
Marketing: We leverage our Wall Street relationships and extensive contact network to increase institutional sponsorship and attract sell-side coverage. We are experts at targeting analysis, conducting outreach to investors and analysts and securing meetings, with an extensive pre-screening model that allows us to optimize management’s time.
- Pro-active outreach
- Buy-side targeting
- Sell-side targeting
- Industry/peer ownership analysis
- Investor conference targeting
- Non-deal meetings and roadshows
- Analyst days
- Investor perception studies
- Proprietary database intelligence
- Meeting feedback
- 13-F reporting and analysis
Communications
Communications: A well-understood, well-followed, undervalued stock … we believe there’s no such thing. If an equity is truly undervalued, there is a more convincing story yet to be told, or a piece of the investment puzzle is lost on the Street. At TPG, we are experts at constructing investment messages that form compelling value propositions and support achievable valuations.
- Strategic message development
- Shareholder communications
- Corporate messaging
- Financial and corporate press releases
- M&A and corporate transaction communications
- Quarterly earnings releases and conference call scripts
- Investor presentations
- IR web site audits
- Financial portal audits
- Crisis communications
- Financial and social media programs
- Annual report writing