Our Expertise:

Our advisory services extend to a full array of investor relations activities, including:

• Message setting
• Articulation of strategy, business mix, performance and growth opportunities
• Relationship building with key analysts and institutional investors
• Managing expectations, both external and internal
• Comprehensive quarterly earnings preparation
• Improving investor presentations
• Crisis communications
• Assessment of current shareholder base
• Enhancing disclosures to investment community
• Sampling analyst/investor perceptions
• Determining the right kind of comparative analytics with industry peers
• Gauging Wall Street reaction to contemplated actions
• Syncing investor relations with financial media relations
• Adapting investor relations efforts to related constituencies, e.g. rating agencies
• Identifying essential information sources to IR department
• Investor Day planning
• Training of IR personnel
• Linking investor relations with other key internal areas, especially finance, legal, M&A and employee communications

Investor Relations Consulting

Bridging the gap between the results you need and the resources you have to achieve them.

The demands on corporate management to effectively manage their various Wall Street constituencies can be daunting.  The day-to-day running of one’s business operations competes heavily for the attention and time of management.  This applies in both good times and bad.  Investor relations efforts are often kept in a reactive mode by the growing appetite of analysts and investors for access and information.  This is exacerbated by the inevitable crisis du jour.

There is no easy path to achieving the ultimate objectives of appropriate market valuation, ample liquidity, and broad analyst coverage.  Nothing less than a well thought- out investor relations program will do.

Global Atlantic Partners, LLC (GAP) is geared towards providing both strategic and practical investor relations counsel.  Our services can:

• Serve as an adjunct to established IR areas wrestling with specific issues
• Work with executive management in constructing a comprehensive IR program

We can seamlessly link our IR consulting services with other related GAP services, e.g. corporate governance, Sarbanes-Oxley compliance and financial reporting.

What we offer is seasoned investor relations expertise.  We won’t try to overwhelm you with glossy pitches and proposals.  No two companies are alike, so there is no cookie cutter approach to our services.  We will listen, ask questions, and provide you with needed advice.  We subscribe to the “if it isn’t broken, don’t waste money fixing it” philosophy.  We believe you should spend your money wisely and carefully on what is truly important to you. 

Here is a small sample of practical issues facing public companies these days that we can help with:

• Our IPO has been completed. The investment bankers have done their jobs and moved on. Now what?
• We’ve grown increasingly uncomfortable with analyst earnings estimates. What to do?
• Our investor presentations have grown stale and don’t seem to resonate. How to change?
• Quarterly earnings announcement days are overwhelming. How best to prepare?
• Analysts/investors continually compare our performance with our competitors. What information should we be tracking?
• We have a terrific internal candidate to head up IR but he/she is a little green in dealing with Wall Street.  How best to accelerate the learning curve?

 

Helpful Resources:

Here are several important and useful links to investor relations resources. 

National Investor Relations Institute
www.niri.org

Securities Industry Association
www.sia.org

New York Stock Exchange
www.nyse.com

NASDAQ
www.nasdaq.com

American Stock Exchange
www.amex.com

American Society of Corporate Secretaries
www.ascs.org