Our team has extensive experience that ranges from creating investor materials that best reflect the investment thesis of your Company to strategically targeting investors and analysts who are the best fit for your current investment situation.  The following are some examples of the services that we offer. 

Merger/Acquisition Experience: In September 2016 our client completed a merger of equals transaction with a value in excess of $2 Billion. The Global IR Group led the investor relations function during this transaction and continues to serve this client that has a $3.5 Billion market cap today.  

In December of 2021 our client completed a $1.2 billion acquisition of a leading lease-to-own and point-of-sale payment space company.

Financing Experience: Clients have done $1.75 billion in bond offering financings and secondary offerings totaling approximately $100 million.

Corporate Governance and "Say on Pay":  One of our clients received a negative "Say on Pay" recommendation from Institutional Shareholder Services (ISS). We went into action and developed a plan to explain our perspective on the compensation package and launched an outreach program to the majority of institutional shareholders.  The end result was a passing vote for the clients pay package.  Subsequently, we have developed a more pro active approach to working with ISS and the corporate governance departments of institutional investors. 

Investor Outreach: We have learned over the course of our careers how to operate more efficiently.  We believe that multiple points of contact are necessary for investors to keep your story top of mind or at least your investor presentation on the top of the pile.  After targeting and identifying the list of investors who will be meeting with management either at a conference or on a non-deal roadshow we will reach out to all of them and make sure they have all the necessary background information to have a meaningful discussion about your business ahead of your meeting. Our objective is for you not to sit down with a new investor and hear "I am new to the story and missed the presentation - can you walk me through the investor deck."   We believe that this is a complete waste of your time.  After the meeting with the management team we follow up with a third point of contact to see if they have any additional questions.  This three touch approach shows investors first hand that you are serious about your investor relations program and that it is important to you that the investment community has a named point of contact and the resources needed to invest in you and your stock.

Quarterly Preparation: Because we regularly attend your conferences and are active in speaking with your analysts and shareholders we know what is on their mind and more importantly the issues that need to be addressed each quarter.  Each quarter we contribute to your earnings release, conference call script and create Q&A that enables the management team to be well prepared going into the call.  Additionally we can handle all the logistics coordination.  

Investor Materials:  Sometimes your investor materials simply need to be updated with a different perspective in mind.  Other times investor materials need to be completely redone, giving investors a fresh new perspective into your organization.  Investor materials tend to become legacy productions with new milestones simply added to the existing deck.  Over time the presentation tends becomes cumbersome and overwhelming to investors new to the story. We believe that it is important to give your investor materials a fresh look on an annual basis. 

Analyst Day Events: An annual analyst day is a great way to keep both your current and prospective investors as well as the sell-side contingency updated on your investment thesis. We have coordinated analyst day events in Denver, Baltimore, Ft. Worth, Orlando and in Mexico City where we had more than 20 participants from the sell-side that included a keynote dinner speaker who is the lead economist for a major Mexican bank.  The following day consisted of a formal presentation in the morning and store tours that included what were perceived to be competitive threats to the client.  A follow up survey to the participants concluded that the event was very well received, the perceived competitive threat wasn't valid and the audience learned first hand about the clients significant competitive advantages in Mexico. 

Company Repositioning: Companies have a tendency to get pigeon-holed in their research coverage, often times based on where their bankers position them at the time of the IPO.  It takes signficant time and effort to expand your coverage universe.  Our principles took a company that was viewed and covered by the specialty finance space and expanded the following to include specialty retail, consumer and emerging market audiences.  The fastest growing shareholder group for this client now comes from emerging market investors and they are now frequently invited to present at bulge bracket emerging market conferences in New York, Boston, Mexico City and London.

Double Coverage: Sometimes management teams run into unexpected schedule conflicts.  The truth is that given the choice to meet with investors or tend to significant business opportunities your best shareholders, who are truly long term focused, would rather see you tend to the business.  Because our practitioners regularly attend your investor events and have a deep understanding of your business they are positioned to host investor meetings at a conference when the management team can't attend. 

Store/Factory Tours: The best way for an investor to get a full understanding of the way your business operates is by touring your factory or one of your retail stores with a person who is completly engaged in your investor relations program.  This however is generally not the best use of senior managements time. Our practitioners throughout their investor relations careers have given factory and store tours to hundreds of institutional investors and analysts.  Because our practitioners know and deeply understand your story, these meetings can be done without senior management being present and have often times led to investors taking significant positions because they had a much better understanding of the operations of the investment.  This truly is a win win situation for all parties.