Investor Relations

We provide our clients with independent advice, backed by meticulous research, with a deep understanding of investor expectations, investment methodology and voting practices. Our services encompass investor relations strategy planning, investment case development, financial results support, sustainability reporting, investor targeting, and transaction support (including financial & transaction communications). Our global reach ensures we stay ahead of market trends and regulations, offering practical insights and support to inform strategy and engagement.

Our teams draw upon their deep financial markets and corporate experience to identify key investor audiences and advise on their behavior and expectations. We work closely with companies to construct a compelling investment case and a tailored engagement strategy. We also prepare leadership teams for optimal delivery of the narrative and collect meaningful feedback from key stakeholders to inform future strategic direction and investor engagement.

We provide both additional resources and strategic insights around corporate and sustainability reporting and engagement, as well as during capital markets transactions and special situations. These can range from investor activism, corporate restructuring, equity capital markets and debt capital markets transactions and fundraising, to M&A and crisis advisory.

Find out how we can support you with:

Periodic reviews and ongoing capital markets intelligence to continually enhance the investment narrative and engagement strategies. Including: 

• Stock surveillance / Share register analysis
• Investor targeting
• Investment case and materials reviews
• Perceptions research
• Engagement strategy reviews

Comprehensive drafting, design and logistical support around financial calendar events as well as strategic advice regarding messaging and engagement. Including: 

• Messaging workshops
• Regulatory announcements, presentations, scripts & Q&A
• Annual and sustainability reports
• IR websites and digital content

Full support with ongoing engagement with analysts and investors to foster strong relationships across the market. Including: 

• Capital markets events
• One-on-one meetings
• Investor conferences
• Consensus management
• Sell-side research reviews
• Meeting feedback
• Query handling

Dedicated support for IR teams across a wide range of ESG-related workstreams, provided in collaboration with Sodali & Co’s 50+ ESG and sustainability experts. Including: 

• ESG influence analysis
• Survey ranking and participation
• Gap analysis and rating optimisation
• ESG reporting
• Governance/ ESG roadshows and events

Bespoke training to boards, executive management and IR ahead of planned engagement with the investment community to optimise effectiveness of investor engagement and ensure consistency of message across all spokespeople. Including: 

• Meeting preparation
• Board training
• ESG workshops
• IR best practice