Public Company Services

Investor Relations Strategy & Execution

• Corporate Message and Positioning
• Investor Presentation Review
• Sell-Side Strategy
• Buy-Side Targeting
• Earnings Call Preparation & Management
• Guidance Policies and Metrics
• Investor Perception Audits

Capital Markets Advisory Services

• Independent Perspective on Financing Transactions
• Shelf Registration Advisory
• Insider Sale Transactions
• Stock Buy-Back Strategies
• Shareholder Transition Strategies
• Dissident Shareholder Strategies
• M&A Communication & Advisory

Private Company Services

• Corporate Positioning and Management Preparation: Educate management teams on Wall Street’s decision making process, help craft an investor presentation that incorporates key investment themes and advise company on appropriate disclosure levels and financial projections.

• Street Visibility / Feedback: Introduce to selected investment bankers and research analysts, increase Pre-IPO visibility through attendance at key investor conferences, schedule meetings with leading health care buy-side accounts, and solicit feedback early in the process to ensure proper positioning of the company.

• Investment Bank Selection: Independent evaluation of banking credentials, research analysts’ reputations and institutional impact, review proposed deal structure and offer recommendations for optimal syndicate composition, assist with negotiations of roles and economics among bankers.

• IPO Registration / Post-IPO Preparation: Prepare for the organizational meeting, select appropriate guidance metrics, coordinate with research analysts, target and  prioritize key buy-side accounts.

• IPO Marketing / Pricing: Rehearse the delivery of the roadshow presentation to ensure key selling points are reinforced, prepare detailed potential questions and answers, offer perspective on investor valuation methodology, transaction pricing and allocation strategy.