Measurable Results

For an NYSE-listed utility holding company, we developed and led presentations to analysts and portfolio managers that drove institutional ownership from 22% to 35% and increased sell-side research reports from 12 to 17 in three years.

Board and Investor Presentations, Investor Targeting, Non-Deal Road Shows, Ownership ID

Our targeting analysis and investor-meeting program for a publicly traded venture capital investor increased our client’s awareness among United Kingdom and Middle East institutions. Six months later, our client’s stock price had increased fourfold.

Investor Targeting, Non-Deal Road Shows, Perception Studies

For an NYSE-listed telecom company, our investor targeting initiatives and fundamental IR activities increased sell-side research coverage from zero to seven firms in less than two years. The company’s stock price appreciated from the mid-teens to the mid-40s.

Investor Days, Investor Targeting, Perception Studies, Strategic Communications

An NYSE-listed telecom company engaged us to rebuild its dormant IR function after a C-suite change. We quickly uncovered a proxy challenge by institutional investors for control of the board of directors. Our defense featured domestic and international presentations, and emphasized improved performance and value. Dissident investors gained new understanding of the company, and reduced their slate of directors from a potential majority of eight to two.

Board and Investor Presentations, Non-Deal Road Shows, Perception Studies

For a Fortune 50 technology manufacturer, we produced the company’s first Community Involvement Report, highlighting employee support of state and local non-profit and social service organizations. The report also listed total payroll, state and local taxes, subcontracts and purchasing in 10 states with major operations, enhancing the company’s reputation as a good corporate citizen and providing a valuable tool in state and local government relations.

Media Relations, Strategic Communications

For a Nasdaq-listed medical laboratory and research client, we revised its investor fact sheet, and simplified strategic messaging to focus on revenue and operating income growth, margin improvement, and lower debt levels. Short-term targeting initiatives led to more investor conference presentations. The company’s stock price doubled in six months.

Board and Investor Presentations, Fact Sheets, Investor Targeting, Ownership ID

For a $10 billion bank holding company, we created a successful monthly newsletter with a circulation of 10,000 corporate clients and media that underscored the bank’s standing as an authority in Pacific Northwest economic research.

Media Relations, Strategic Communications