Clients engage Everest Corporate Advisors for various reasons, the most common being our expertise in investment community outreach. Leveraging our long-standing reputation as a high quality investor relations firm and our contacts within the small/mid-cap investment community, Everest has a track record of success in introducing clients to relevant investors and analysts that can take action and get your story to every desk on Wall Street.
Other clients seek our proficiency in messaging and investor communications because of our proven ability to understand each client’s business, industry and culture, as well as management’s goals and philosophies. Whatever the reason for engaging us, throughout our partnership we remain focused on formulating and implementing customized, effective IR programs that make the most productive use of the clients vision to investors.
- Strategic Planning & Counsel
- Messaging & Communications
- Investment Community Outreach & Relations
- Market Intelligence & Reporting
- Business & Financial Media Outreach & Relations
- Transaction & Crisis Communications & Support
- Sustainability Communications
- Digital Communications & SEO
- Administration & Logistics
We assess each client’s unique corporate position and investment characteristics and work with the management team to collectively determine the Company’s investor relations and capital markets objectives. Drawing from our combined experience of investment marketing professionals, as well as the knowledge and perspective we have acquired from our long-running client partnerships, we develop strategies and detailed plans based on the established objectives, and throughout the course of our relationships, advise our clients on a wide range of corporate matters.
- Goal Assessment & Plan Development.
- Convention and Road Show coordination.
- Disclosure Policy Development.
- Merger and Acquisition Advisory.
- Counsel on all other corporate issues.
Messaging & Communications
Communication is a vital component of investors’ and analysts’ decision-making processes. Strong financial results are often not enough. Articulating strategy, key metrics and goals, and engaging in a clear, consistent, meaningful dialogue with investors and analysts allows them to develop a richer impression of management, their integrity, vision, and leadership. It is also critical to reassess a company’s position and messaging on a regular basis, refining communications strategies as necessary.
- Develop & Integrate Investment Thesis & Key Messages.
- Create & Manage Investor Communications Plan and Calendar.
- Write and publish all Investor Communications – News Releases, Presentations, Fact Sheets, Conference Call Scripts, IR Website & Annual Reports.
- Expert in Communicating Strategy, Outlook, Financial Guidance, Major Developments and Complex Financial Matters.
- Coach on Presentation Delivery and Q&A for Meetings and Conference Calls.
Investment Community Outreach & Relations
Whether a company is just beginning to tell its story or entering a new corporate life stage and pursuing its next opportunity in the investment community, we custom tailor all outreach to suit each client’s unique situation and products. We cultivate potential investors and sell-side research coverage for clients by leveraging our vast database of top tier Wall Street professionals, ongoing market intelligence on potential investors, and decades of success matching clients with our network. At the same time, we work to strengthen relationships with clients’ existing investors and covering analysts. While a company’s performance and execution certainly is the most important component of any IR program, with roughly 15,000 publicly traded companies in the US it is most imperative to establish and continually refresh an audience of appropriate investors and analysts, thereby enabling constructive dialogue, proper interpretation and fair valuation of the company.
Ongoing, Targeted Outreach. Market To Relevant Investors and Analysts
Arrange in-person and tele-meetings with appropriate investment professionals throughout the world, always mindful of making the most productive use of management’s time. Our client base conducts up to 700 investment community phone dials a day.
- Collaboration with Covering Analysts
Help optimize and often times supplement road shows arranged by firms that cover clients in research, thus centralizing the entire investor outreach effort.
- Investment Conference Preparation & Coordination
Secure participation in appropriate investment conferences leveraging our investment banking and analyst relationships. Prepare clients for conference participation, including creating compelling presentations and providing meeting guidance while managing associated logistics.
- Investor Day Preparation, Organization & Feedback from the investment community
Organize and implement well-attended, effective Investor Days at client facilities throughout the world, and follow up with attendees to obtain feedback.
We will maintain ongoing contact with analysts and investors and serve as a trusted source of information.
Management teams must stay ahead of their company’s position in the public marketplace as well as third party views of their company. At the same time, information overload is not productive; so we provide our clients with the most appropriate market intelligence, tailoring content and format to each particular company.
- Investment community Monitoring & Analysis
- Perception Studies & Ongoing Assessments of the online community
- Shareholder Analysis
- Pre-meeting Intelligence
- Post-meeting Feedback
- Activist Intelligence
- Institutional Holder Reporting
- Board Meeting Preparation & Reporting Models
Business & Financial Media Outreach & Relations
For many of our clients, we expand investor and analyst awareness through proactive media relations. We take a conservative approach to the media, mindful and strategic of newsletter execution to the public eye.
- Media Outreach
Secure interviews, feature stories, and inclusion in industry pieces in traditional and online media. While our primary focus is on business publications, we also gain traction for our clients by securing placements in respected regional and trade media outlets.
- Expert Positioning
Positioning our clients as experts in their field is one avenue we pursue for media coverage.
- Media Training
We prepare management for interviews based on the type of media outlet.
Transaction & Crisis Communications & Support
We have extensive experience working with clients as they execute and communicate various types of corporate transactions.
We support companies throughout the IPO process, advising on underwriters, developing investment positioning, drafting, designing and coaching on delivery of the roadshow presentation, developing an IR website, preparing a post-IPO IR plan, and providing broad-spectrum support in the transition to a public company.
- Follow-on Equity Offerings
Oftentimes the participants in our clients’ secondary offerings include a substantial portion of investors that we have introduced to the client over the course of our relationship.
We work with clients to facilitate an up-listing to NASDAQ or the NYSE.
When a client undergoes a restructuring, we develop and implement a comprehensive communications program that addresses all audiences, conveys milestones and expectations, maintains management’s credibility, and fosters confidence in the company’s vision.
- Crisis Planning & Communications
Not every unexpected event has to be a crisis. We work with our clients to fully understand the situation, provide an objective point of view, and prepare a clear communications plan geared toward keeping stakeholders fully informed and maintaining management’s credibility.
Thank you for taking this opportunity to dive within our complete Investor Relations model.