Practice Areas
We offer a broad set of capabilities that enable us to thoughtfully address your challenges and opportunities.
Advisory Services
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. Our Advisory Services include all public company investor relations activities and can also include corporate communications. We work closely with our clients on all aspects of their investor relations activities. We create the strategies and the key messages, prepare the annual plans, target the investors, write the scripts, draft the press releases and more.
- Investor relations and corporate communications strategy
Annual Plan development and execution - Investment thesis and message creation
- Quarterly earnings call strategy, materials development, CEO/CFO speech coaching and Q&A preparation
- Disclosure analysis and enhancement recommendations
- Presentation development for investor conferences and analyst/investor meetings
- Investor targeting and outreach strategy and execution, including development and execution of non-deal roadshows
- Event-driven and capital raising transaction communications
- Analyst, investor and media interactions, as needed
IPO Strategy and Execution
IPO Strategy and Execution
We have helped to launch some of the most notable initial public offerings completed in the last two decades. We know what it takes to successfully take a company public and establish its profile in the public markets. We understand how to create a compelling investment thesis and target the right investors to establish and hold a long-term position post-IPO. We also know the pitfalls of the IPO process and how to avoid them.
- Investment thesis creation
- Pre-IPO marketing plan, materials development and speaker readiness
- Investor relations strategy and program development
- Post-IPO investor targeting and outreach strategy
- Sell-side engagement
Investor Day Strategy and Execution
Investor Day Strategy and Execution
Management credibility is the primary factor influencing an investor’s decision to invest in a stock. A well-executed Investor Day generates one of the highest returns on management’s time spent with investors. We have executed dozens of Investor Days over the last 20 years, both as in-house investor relations executives and as Senior Advisors at Arbor. For many of our retained clients, we have successfully executed multiple Investor Days. We know what it takes to prepare for and deliver a best-in-class event that will answer the questions most important to the investment community. We assist our clients with executing all aspects of these events, from creating the strategic vision and key messages to delivering the tactical support to ensure a well-received event.
- Communications strategy and goal setting
- Event structuring and timeline development
- Detailed content and slide creation
- Individualized speech coaching, including Regulation FD review
- Customized investor targeting to ensure appropriate audience
- Event and logistics management
Corporate and Media Communications
Corporate and Media Communications
We have led in-house, global corporate communications functions and served as corporate communications and media relations advisors to numerous clients. In an era of 24-by-7 media coverage, we recognize the value of swift yet thoughtful, considered response. We recognize the importance of unified messaging across multiple platforms. We know how to identify the media outlets and influencers that will ensure your company’s strategy and business objectives are clearly understood and consistently articulated.
- Corporate communications strategy development
- Media strategy development and execution plan
- Identification of appropriate media outlets and influencers, including social media outlets
- Introduction to journalists whose sector focus aligns with that of your company
- Counsel on both proactive and day-to-day engagement with the media
- Development of “focus” story ideas and TV and/or other speaking opportunities to raise executive management and company visibility
Transaction Communications
Transaction Communications
We have developed and executed the communications strategy for numerous strategic and capital raising transactions for companies in a range of industries. We understand how the investment community will think about the implications of these types of transactions and we know what questions and concerns they will have. We have deep backgrounds in corporate finance, capital structure management and the capital markets, which are essential to developing effective transaction communications.
- Communications strategy and planning
- Timeline development and management
- Transaction rationale and impact on valuation
- Key message creation to explain implications for earnings growth, long-term operating strategy and investment thesis
- Investor targeting and engagement
- Active solicitation of feedback and refinement of go-forward investor and corporate communications
Perception Issue Management
Perception Issue Management
Although all companies manage their businesses to prevent or limit exposure to potential disruptions, crises are inevitable. Companies that handle crises well don’t get there by accident. They have planned well in advance and they understand the importance of a rapid, clear and sincere response. We help companies navigate crises and rebuild enduring relationships with the investment community. We have worked with numerous clients to successfully regain investor confidence in the aftermath of adverse corporate events or underperformance relative to strategic and financial goals. We have deep expertise in areas such as crisis management, regulatory, compliance and legal issues, activism and corporate governance. We are well respected within the investment community for our thought leadership and rigorous, proactive approach to addressing challenging situations.
- Crisis plan development
- Communications strategy
- Key message creation
- Investor targeting and engagement
- Corporate governance strategy
- Disclosure strategy/enhancement
Leadership Transitions
Leadership Transitions
We understand how to successfully position executive leadership and board transitions with the investment community. We have helped CEOs, CFOs and Business Heads in a range of industries learn to communicate effectively with institutional investors, equity research analysts, bond holders and rating agencies. We have worked with numerous executives at both public and private companies on transition communications strategy and execution.
- Communications strategy development and execution
- Individualized speech coaching and meeting/Q&A preparation
- Regulation FD training
- Investor introductions and outreach plan development
- Customized seminars on investor relations best practices
Activism Defense
Activism Defense
We understand what it takes to effectively navigate an activist situation. We have helped executive leadership teams and company boards develop well-articulated communications plans, proactively update the investment community throughout the period of activist engagement and modify investor communications to reflect changes to long-term strategies, operating models and capital structures.
- Communications strategy and plan development
- Proactive shareholder/sell-side analyst dialog and outreach
- Counsel on engagement with activists and negotiation on proposed changes
- Identification of corporate governance best practices
- Post-settlement enhancement to disclosure materials, quarterly earnings calls and guidance