our Services
We offer a broad range of investor relations services.
Our ultimate goal is to help each client realize a valuation that best reflects the company's assets and the internal value of the company through favorable interactions with the investment community. We believe that a successful investor relations program depends on a multifaceted approach, including effective strategy and also tactical execution.
Thoughtful strategic advice, commitment to execution and a careful attention to detail are central to our approach. This often includes working with senior management to achieve the following key investor relations goals:
- Effectively positioning the company
- Preparing for initial public offerings and financings
- Enhancing visibility among the investment community
- Developing guidance practices
- Increasing and improving institutional ownership and sell-side coverage
- Managing communications around M&A, binary events and other strategic issues
Strategy
Stern IR emphasizes the importance of strategic planning. Each new client relationship begins with an analysis of the client's investment considerations, including perceived strengths and challenges as well as upcoming news items and milestones. We then consider a combination of quantitative and qualitative data to help direct our recommendations, developing corporate messaging documents, a client-catered yearly IR calendar, an outreach plan and a sophisticated sell-side and investor targeting analysis program.
Tactics
Among our many services, Stern IR provides full tactical and event planning support.
These events include the following:
ROADSHOWS
- Sell-side meetings
- Bank-sponsored non-deal roadshows
- Bus tours
- Investor conference schedules
- Self-managed buyside roadshows
OTHER EVENTS
- Analyst and Investor days
- Earnings announcements
- Major news announcements
- Analyst breakfasts, lunches and dinners
- Events at medical meetings
Positioning and Messaging
Corporate websites and presentations are two of the most important collateral resources for the investment community. Using strategic positioning and messaging, we help draft and edit these materials. We also assist with the development of news releases, fact sheets, FAQs, annual reports and other IR-related documents.
Additional Key
Services
- Financial reporting support
- Financial and earnings issues
- Recruiting new shareholders
- Guidance
- M&A communications
- Perception studies
- GAAP vs. operating reporting
- Proxy issues
- Corporate governance
- Analyst model tracking
- Issues management
- Coordination with PR firms
- Regulation Full Disclosure (Reg FD)
- Global outreach strategy
- Sarbanes-Oxley compliance, including guidance on transparency and credibility
Location
Our location in Manhattan provides access to New York City-based events and locations, and enables us to support management at IR-related events in New York. We also travel as needed to provide on-site support at scientific meetings, the JPMorgan Healthcare conference in San Francisco each January, and other important investor events. Our extensive industry connections give us additional opportunities to assist our clients.