SERVICES FOR PRIVATE COMPANIES

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