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IPO Support
IPO Support and 10-Year Integrated IR/PR Program for a Successful Net Lease REIT
Engaged by private REIT owned by a large global alternative asset management firm to deliver a best-in-class, integrated IR and PR program to support a successful IPO and ongoing access to debt and equity capital to fund growth.
- Assisted with all aspects of IPO preparation and planned and executed robust IR and PR program for 10 years.
- Crafted IR messaging and communications materials focused on client’s differentiated platform and approach to providing capital solutions to middle-market companies.
- Created and implemented Wall Street targeting and marketing program expanding sell-side coverage from 7 to 17 equity analysts and institutional investors from 48 to ~550.
- Orchestrated several large-scale investor days.
- Planned and managed communications and media around announcement of Berkshire Hathaway’s 10% investment in the company.
- Generated media coverage in all major trade and business media from CNBC to REIT magazine and secured numerous awards.
- Supported crisis communications during COVID and leadership transitions.
ESG and Repositioning
Brand Strategy, ESG Benchmarking and Reporting, and New Website for Growing Auto Finance Company
Engaged to create an ESG strategy and narrative and to evolve the firm’s corporate story and brand in preparation for a capital raise and eventual sale.
- Conducted extensive qualitative research through a competitive peer review of marketing/ESG programming, as well as detailed external and internal stakeholder interviews.
- Reviewed ESG activities against global frameworks; created inaugural ESG benchmark.
- Developed company’s brand strategy including mission, vision, values; value proposition; brand personality; brand voice, marketplace positioning; visual identity refresh.
- Crafted new corporate narrative and messaging.
- Created the company’s ESG narrative and inaugural ESG report.
- Created sophisticated new website with new brand and messaging for all internal and external stakeholders.
Integrated Communications
IR and PR Support for Global EV Charging Company in a Multi-Billion SPAC Transaction
Engaged by global EV charging leader that had raised a significant amount of private capital and was ready to accelerate growth by raising capital through a SPAC transaction. Client needed a turnkey financial communications partner to support the transaction and its initial year as a newly public company.
- Assisted with development of investment thesis, IR communications materials and Q&A documents.
- Provided ongoing Wall Street and financial media training.
- Supported Wall Street and media outreach for combination announcement day generating top-tier broadcast and print media coverage and significant Wall Street interest.
- Managed all Wall Street marketing activity with bankers for successful PIPE transaction and de-SPAC including an analyst day attended by ~20 sell-side analysts and multiple conferences and NDRs.
- Established robust IR foundation including policies, procedures and Reg FD and IR1101 training.
- Supported first quarterly earnings announcements, M&A transactions, annual report, and inaugural media event.
- Company was one of the top-performing EV SPACs, obtained research coverage from seven firms after the transaction close, and completed a follow-on offering shortly thereafter.
Public Relations and Media
Public Relations for a Global Sell-Side Firm with a 50-Year Legacy and Limited Brand Awareness
Engaged to create new messaging to showcase the firm’s unique approach to analyzing growth stocks that combines qualitative, fundamental and technical factors and to build visibility for the firm, its new chief investment strategist and sell-side analysts to attract new buy-side clients.
- Created new messaging to distinguish firm from myriad of other sell-side firms.
- Conducted extensive media training for CIO and 15+ sell-side analysts.
- Positioned senior talent as timely, reliable, credible sources for timely information and commentary on the U.S. and European equity markets.
- Earned 55 Tier 1 media placements in first 12 months of engagement.
- Secured ongoing monthly broadcast appearances on Reuters TV, Bloomberg Radio, Forbes, CNBC Europe and TheStreet.
- Established strong ongoing relationships and coverage from Barron’s, MarketWatch, CNBC, The Wall Street Journal, Bloomberg, Fox News, Institutional Investor, Chief Investment Officer, the Chicago Tribune and the Los Angeles Business Journal.
- Substantially expanded firm’s social media presence.
Investor Relations
Assessing and Addressing a Valuation Gap for a Mid-Cap Energy Utility
Engaged by a diversified energy company to assess factors behind its valuation gap and to develop actionable recommendations to address it.
- Conducted a Wall Street perception study, analysis of valuation and trading data, and a comprehensive review to benchmark the company’s IR messaging and communications materials and practices relative to peers and leaders in the sector.
- Analyzed findings to identify key factors behind the valuation gap and propose recommendations to enhance valuation and bring IR program in line with best practices.
- Supported execution of high-priority IR initiatives including: refining the investment thesis to explain misunderstood aspects of the story, evolved guidance policy to include long-term operating targets and assumptions on capital spending to help analysts more accurately model the business, developed new templates for quarterly earnings communication with an eye toward focusing on the most important information, and incorporated ESG story into quarterly earnings.
- Supported year-end reporting process to ensure a consistent message across all communications documents – earnings communication, integrated annual report and proxy statement.