Arbor Advisory Group
Beyond Investor Relations
– Invested Relations™
A different type of investor relations and corporate communications advisory firm.
About Us
The investment landscape is changing dramatically and the competition for investor mindshare is increasing rapidly.
You should be prepared to meet these demands head on, with a targeted strategy created by some of the most experienced investor relations executives in the market today. We produce results when it matters most.
Our Clients
10 Industry Sectors
3 Continents
$1B – $45B Market capitalization
100% Use Arbor for their core IR activities
70% Have been Arbor clients for more than 3 years
91% of Arbor clients host investor days
Our Senior Advisors
Experience
Veteran IROs — average of 23 years in IR
Leadership
Recognized thought leaders — including 3 NIRI Fellows
Network
Experience in 20 industry sectors
Knowledge
Deep finance and capital markets expertise
Our Firm
A boutique advisory firm by design. Agility. Creativity. Rigor.
Highly focused on a select client roster. Customized solutions. Practical advice. Superior execution.
Unparalleled depth and breadth of experience. Complex situations. Diverse issues. Global scope.
Superior ROI on investor relations and corporate communications. The right story. The right audience. The right time.
Our Team
Proactive Counsel for a Reactive World.
Formulating and executing a successful investor relations strategy is highly dependent on expertise that can only be gained in the role. We are all veteran investor relations executives with extensive experience leading IR programs for some of the largest, most complex companies in the world.
Our Practice Areas
Capitalize on our capabilities to achieve the right outcome for your shareholders.
We have the expertise necessary to help you manage a diversity of challenges. We bring a global mindset to what we do, combined with deep capital markets knowledge and a rigorous understanding of finance, tax, the regulatory environment and legal issues.
Advisory Services
We offer comprehensive solutions that help executive leadership teams and investor relations officers enhance all aspects of their interactions with the investment community.
IPO Strategy and Execution
We have helped to launch some of the most notable initial public offerings completed in the last two decades.
Investor Day Strategy and Execution
Management credibility is the primary factor influencing an investor’s decision to invest in a stock.
Contact us
Ready to talk?
For more information about Arbor Advisory Group or to inquire about engaging our services, please contact Sam Levenson.