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.

 

IPO PREPARATION

  • Positioning and investment thesis collaboration
  • Help determine KPIs and guidance for SEC disclosure
  • Investor presentations and other collateral material
  • Syndicate advisory
  • Sell-side analyst targeting
  • “Testing the Waters” meetings
  • Q&A preparation
  • Evaluate exchange services and other key vendors
  • Establish IR communications infrastructure
  • Conduct mock earnings call
  • Develop IR roadmap for first year of public trading
  • Reg FD communication guidelines
  • SPAC Advisory & Communications

PUBLIC COMPANY SERVICES

  • Refine corporate message and positioning
  • Capital formation and board-level advisory
  • Establishment of KPIs
  • M&A and transaction positioning
  • Guidance strategy and metric framework
  • Perception studies
  • Sell-side expectation management
  • Shareholder activism communication strategies
  • Crisis communications
  • Competitor analysis
  • Impact of regulation changes

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.

 

COMMUNICATION SERVICES

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

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-side relationships (money managers, family offices, high net worth individuals, retail brokers)
  • Targeted sell-side outreach
  • Proactive marketing, including road shows, conferences and intro calls
  • Analyst days, investor events at industry tradeshows, HQ visits

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.