Services

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

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