More than Investor Relations –
Capital Markets Navigation

Our Services

We leverage our diverse corporate finance and communications expertise to provide clients with a turnkey platform of comprehensive services: Strategic Consulting, Comprehensive Communication, Proactive Outreach and Consistent Reporting.


Strategic Consulting

Our executives provide comprehensive advisory services beyond traditional investor relations.



  • Positioning and investment thesis collaboration
  • Investor presentation and other collateral material development
  • Syndicate advisory
  • Investor and sell-side analyst targeting
  • Road show preparation and communications infrastructure planning


  • Corporate positioning
  • Perception studies
  • M&A and transaction positioning
  • Capital formation advisory (i.e. secondarys and follow-ons)
  • Shareholder activism and crisis communication strategies

Comprehensive Communication

A well-told story is the lifeblood to a company’s institutional following. We understand the minds of investors and analysts, and will communicate the key metrics that most effectively articulate your story.



  • Investor presentation
  • Corporate fact sheet
  • Financial and operational press releases
  • Pre-earnings call surveys
  • Earnings call scripts
  • Post-earnings call commentary
  • Investor feedback
  • IR website content & messaging
  • Consensus estimate management
  • Corporate fact sheet
  • Financial and operational press releases

Proactive Outreach

Companies are increasingly competing for investors’ capital and mindshare. That’s why it’s important to have a partner consistently communicating your story to key influencers on Wall Street. As your partner, we elevate your company profile by providing a gateway to the investment community.


This is achieved through:

  • Leveraging our longstanding and expansive buy- and sell-side relationships
  • Proactive marketing to the investment community (e.g. road shows, call introductions, conferences, analyst days)

Consistent Reporting

We demonstrate tangible results through our proprietary Waypoint Reporting. These reports provide insight into the reach of your IR program, measuring its effectiveness against your goals and objectives.


Waypoint Quarterly Reports Include:

  • Program activity and highlights
  • Key quantitative insights
  • Shareholder activity and analysis
  • Investor marketing feedback and perceptions
  • Sell-side analyst estimates and commentary
  • Tracking potential sell-side analysts
  • Financial conference outlook
  • Six-month IR activity plan
  • Measurement of predefined IR goals

Our direct access to real-time market information, coupled with our proprietary Waypoint reporting, measures the effectiveness of our comprehensive approach.