For companies looking to establish initial relationships in the investment community in advance of an IPO or M&A activity, we offer the following services.

  • Presentation development and delivery coaching
  • Counsel on pre-IPO and IPO process
  • Due diligence for investment bank selection
  • Introductions to sell side analysts and investment bankers
  • Feedback from meetings conducted with sell side analysts and bankers
  • Solicit/prioritize invitations to present at investor conferences
  • Feedback on content, slides and delivery of investor presentations
  • Positioning
  • Investment community perception studies
  • Monitor peer and industry news
  • Draft and disseminate financial press releases
  • Create sell side target lists
  • Peer analysis
  • General IR advisory
  • Financial media