|
|
 |
 |
 |
Our investor relations and financial media services are custom-tailored to address the needs of both public and pre-IPO companies. Each of our clients is unique -- as is the advice and counsel we provide to senior management on all aspects of interaction with the Street.
MSP's services are custom-tailored to meet each client's needs and cost objectives. Our professionals act as an adjunct to a company's existing investor relations department or as the primary IR resource for a company with limited internal staffing.
Our underlying objectives for our clients are:
- To serve as a strategic advisor to management, providing Street perspective on a full range of corporate issues;
- To establish an increased level of awareness for our clients with the investment community;
- To help management initiate and maintain a high level of communication with the investment community, while remaining within the guidelines of SEC regulation;
- To assist in developing a compelling message and strategy which meets Street requirements for a premium valuation;
- To partner with management to achieve the highest level of credibility and respect for the company.
SERVICES FOR PUBLIC COMPANIES
In today's crowded public equity markets, a company must maintain an ongoing dialogue with Wall Street to achieve a valuation which recognizes a company's business fundamentals and does not solely reflect the Street's view of the firm's industry or sector. In most cases a traditional "reactive" investor relations program is not enough; senior management must take a proactive approach in reaching out to both current and prospective shareholders and addressing their concerns. Our senior-level counsel provides management with a unique "insider" perspective on the Street's view of the company and the issues it faces, as well as the experience and expertise to successfully execute a program responsive to those issues.
Our counsel and services for public companies include:
- Strategic message development;
- Candid feedback from research analysts and portfolio managers;
- Analysis of competitive peers and metrics;
- Targeting institution and research analysts;
- Coordinating investor roadshows;
- Complete support for the earnings reporting process (scripts, rehearsal, Q&A, etc.);
- Creating and revising investor presentations;
- Organizing and administering internal investor relations processes and protocol;
- Managing the annual investor day;
- Senior management presentation and disclosure training;
- M&A services including transaction positioning, launch and communication strategy, and managing investor and employee communications post-announcement;
- Continuous advice on strategic developments;
- Strategic financial media relations program in the national business press;
- Performing an extensive investment community perception audit; and
- Coordination of all elements of financial communication.
- Special situation/crisis communication counsel;
IPO SERVICES
MSP provides comprehensive IPO services for companies in various stages of the IPO lifecycle, from private companies examining preliminary IPO considerations to post-IPO support for newly public companies. MSP's expertise helps ensure a successful introduction to the public equity markets.
Our IPO services include the following:
- Introductions to appropriate investment banks and research analysts;
- Public competitor peer analysis; Universe creation
- Valuation and capital markets review;
- Planning the IPO timeline based upon due diligence, SEC requirements, quiet period restrictions and internal corporate schedule drivers;
- Disclosure training for senior management;
- Employee IPO training (chat room and quiet period policies, disclosure policy development);
- Investor presentation development ;
- Financial media relations, including listing day media efforts;
- Post-IPO road show perception survey of investor participants; and
- Implementing the investor web site and internal response systems.
SERVICES FOR PRIVATE COMPANIES
Investor relations is no longer solely the responsibility of public companies. When a company enters the capital marketplace, a proactive investor relations and media effort can have a major impact on its valuation, from mezzanine rounds of financing through an eventual initial public offering or sale. A pre-IPO company's message and strategy needs to be developed with an understanding of the demands of the Street, and highlighted through exposure in the financial media. In fact, strategic placements in the most reputable business media outlets provide an unparalleled level of third-party endorsement. The resulting level of visibility can help to increase a company's valuation once it does go public and can assist in attracting a higher quality investment bank to underwrite the transaction. Finally, a clear, consistent message and broad understanding of a company's fundamentals not only provides a pre-emptive platform to alleviate questions concerning an unproven company or early stage technology, it can also help to mitigate the impact of lock-up expirations and create a strong platform for aftermarket support.
Our counsel and services for private companies include:
- Position companies to effectively appeal to the Street and its evolving views and valuation criteria;
- Introduce management to targeted investment bankers, research analysts and fund managers and nurture those relationships;
- Provide Street intelligence on a company's peers and industry trends;
- Create a focused outreach program in the national business press;
- Develop a strategic and compelling investor presentation; and
- Prepare companies for public market orientation and protocol.
|
|
|