ADDO SERVICES

IR Plan & Implementation

• Situation Analysis and Recommendations
• Goals, strategy, and objectives
• Positioning and messaging
• Guidance strategy
• Marketing cadence and philosophy
• Relationship management with Wall Street

Quarterly Earnings Preparation

• Prepare questions to inform development of script themes and messages
• Analyst outreach for key topics
• Financial review and KPI analysis
• Earnings materials (conference call script, earnings presentation, press release)
• Forecast analysis and guidance ranges
• Q&A preparation and rehearsal
• Oversee earnings call & press release logistics
• Update IR website with earnings materials
• Post-earnings summary (analyst feedback, ratings changes, price targets, etc.)

Investor Marketing & Targeting

• Develop marketing calendar (conferences, NDRs, HQ visits)
• Target high-quality prospective investors
• Manage conference/NDR materials and logistics
• Provide due diligence support for new investors
• Conduct marketing ROI analysis
• Maintain investor collateral (presentation and materials)

Strategic Support & Market Analysis

• Act as strategic thought partner for management and/or internal IRO
• Provide analyst research summaries and insights
• Track peer and industry newsletters/reports
• Monitor analyst estimates to ensure alignment
• Conduct weekly peer valuation analysis
• Provide quarterly institutional shareholder analysis
• Track Short interest
• Conduct periodic messaging and communication strategy refinement

Special Situations 

• M&A & capital markets transaction support
• Operational issues & RIF
• Short seller attacks
• Executive transition management
• Shareholder activism
• Divestitures, bankruptcy, and restructuring communications

Crisis Communications – Board Support

• Private & Public Letters
• Diversity, ESG (Environmental, Social, and Governance Situations)
• Corporate Governance Issues
• Say on Pay
• Staggered Board
• Poison Pills
• Voting Classes
• Related Party Transactions

Crisis Communications – Activist Campaigns

• Staggered Board
• Poison Pills
• Voting Classes
• Related Party Transactions

Crisis Communications – Operational Issues

• FX/Logistics/Macro events
• Factory Closures
• Human Rights Issues
• Client Concentration
• Investigations or SEC inquiries

Crisis Communications – Other

• Bankruptcies & Litigations
• Re-organizations, Spin offs/ Divestitures
• Going Private Transactions
• Strategic Reviews/Processes

Pre-IPO Counsel

• Offer insight into the IPO process and managing as a public company
• Support narrative development
• Provide market intelligence & track peer performance
• Offer perspective on sell-side and buy-side

Advisor Collaboration and Support

• Support S-1 drafting & analyst/roadshow presentation
• Provide insights on financial projections and long-term targets/guidance strategy
• Align analyst financial models
• Help in creation of internal and external communications
• Assist in development of Q&A and rehearsals

Exchange Selection and Listing Day Support

• Lead/manage exchange selection process
• Coordinate listing day activities including bell ceremony
• Assist in creation of marketing assets
• Conduct media outreach, coordination and prep

Compliance and Logistics

• Lead development of IR website
• Advise on quiet period policy
• Prepare Reg. FD / IR 101 materials
• Manage vendor implementation and oversight

Post-IPO 

• Implement Investor Relations program
• Provide analysis of IPO performance
• Prepare for public earnings calls
• Monitor consensus estimates and research
• Develop 12-month IR plan and calendar