Primary Services

  • Craft concise and compelling investor presentations

  • Direct engagement with top shareholders and aggressively court new shareholders

  • Draft and review press releases, scripts for conference calls, and SEC filings

  • Facilitate in-person investor roadshows/analyst conferences

Fractional Investor Relations

Fractional Business/Corporate Development

  • Detailed evaluation of M&A opportunities and preparation of pro forma financials

  • Analyze peers & build valuation/margin comparison models

  • Assess strategic initiatives & existing KPI’s

  • Develop an impactful Company deck/“tear sheet”

  • Facilitate debt/equity capital introductions

C-Suite Advisory/Board Support

  • Assist with short, medium, and long-term financial performance forecasts

  • Develop quarterly board meeting materials

  • Review board composition/independence

Special Projects

  • Targeted, collaborative, and proprietary to your Company