Project Based Services | Transaction Communications Specialists

Project-Based Services

Strategic Insights. Impactful Engagement, Elevating Perceptions with Impact/Real Results.

Gain valuable insights into investor and market sentiment with in-depth perception studies that inform your corporate strategy.

Evaluate The Street’s perception of Company’s current IR communication
Identify key areas to enhance and improve messaging, including topics of consideration in advance of potential Analyst/Investor Day
Draft Q&A (potential topics would include business model, valuation, leadership/IR)
Determine potential participants (sell-side analysts, current, prospective, and former shareholders)
Review and interpret interview results & discuss findings and recommendations with management teams
Develop amendment of messaging and materials as a result of study

Maximize the impact of your investor events with comprehensive planning, messaging, and logistical support.

Event Planning & Coordination – Finalize agenda, speakers, and logistics.
Messaging & Content Development – Create key messaging and presentation drafting support
Speaker & Theme Selection – Identify and select key speakers, themes, Q&A
Stakeholder Engagement – Identify and invite analysts, investors, and key participants
Marketing & Communication – Send invites, press releases, and reminders
Execution & Follow-up – Manage event logistics, webcast, and post-event investor outreach

Ensure successful shareholder engagement and vote outcomes with strategic proxy solicitation services.

Identify key institutional investors and proxy advisory firms
Engage with proxy advisory firms (e.g., ISS, Glass Lewis) to understand recommendations and address concerns
Conduct outreach to top shareholders to encourage voting participation
Provide strategic recommendations to maximize support
Manage proxy solicitation efforts, including follow-up communications and investor engagement

Elevate your corporate identity with a rebranding strategy that aligns with your vision, market positioning, and stakeholder expectations.