Month: July 2021

IR Messaging Redevelopment – Case Study

Situation: Alpha’s client had grown from an orphaned small-cap company near death into a rapidly growing mid-cap concern within just a few years. Growth had been achieved both organically and through a number of intelligent acquisitions. The IR function and the Company’s materials were fairly reactive as a result of such a rapid transformation. The executive team felt their messaging […]

Written by on July 22, 2021

Shareholder Activism – Case Study

Situation: Alpha’s client was a niche small-cap company that had recently undergone a management transition and restructuring plan. The shareholder base included a combination of legacy investors (one of which had filed a 13D) and ten new activist-oriented holders (two of which had filed 13Gs). These new investors were led by one primary activist who had courted others to the […]

Written by on July 22, 2021

Investor/Analyst Day – Case Study

Situation: Alpha’s client was a high-growth small-cap company that had never held an Investor Day. While its products were all well known, the stock had fallen off Wall Street’s radar. Further, the client had a new product in development that could positively alter the future growth profile of the the Company and wanted to better articulate its three-to-five year vision […]

Written by on July 22, 2021

Investor Targeting – Case Study

Situation: Alpha’s client was a recent mid-cap spinoff in an industry that was about to undergo significant growth. This client had used a purely quantitative and software-based approach in the past, and wanted a more sophisticated and tailored answer to its targeting needs. Most importantly, the client wanted a targeting solution that would maximize its IR efforts and reduce management’s […]

Written by on July 22, 2021

Alpha IR Leads SPAC Industry Expert Panel

  Life After “De-SPACing”: Key SPAC IPO Considerations for Private Companies   As the leading independent IR consultant, Alpha IR Group has partnered with many Special Purpose Acquisition Companies (“SPACs”) during this unprecedented period of transaction volume. SPACs remain highly attractive and flexible vehicles for any private company considering entering the public market. However, that flexibility does bring associated tradeoffs […]

Written by on July 22, 2021

Alpha Makes Strategic Hires to Expand Leadership Team

Alpha IR Group expands its Leadership team with strategic hires of two new Managing Directors to be based out of our Chicago Headquarters Alpha IR Group, a Chicago based investor relations consulting firm specializing in building investment brands for American’s leading public companies, are happy to announce two new hires in our Chicago office. Ross Collins and Lisa Fortuna have […]

Written by on July 27, 2021

Perception Study – Case Study

Situation: Alpha’s client was a highly regarded large-cap company that had used a quantitative and anonymous approach to perception studies in the past.  However, the client wanted to improve the sophistication and impact of these periodic studies, so the Company hired Alpha IR to perform a perception study with both a qualitative and quantitative review of all of its key investors and analysts.      Solution: […]

Written by on July 22, 2021

IR Crises Communications – Case Study

Situation: Alpha’s client was an energy Company and a recent IPO.  Within a few months of becoming a public company, the Company had a large fire that caused a death at one of its facilities. As a newer company, the client had a series of crises mechanisms in place to handle the event locally, but not at the national level (i.e. the investor level).      Solution: Alpha […]

Written by on July 22, 2021

IR Audit – Case Study

Situation: Alpha’s client was a rapidly emerging small-cap company, with a dominant (near monopoly) position in its core business.  The Company had few direct peers and had also invested the large majority of its profits over the prior three years on a new product that could dramatically shift the Company’s profile.  That said, investor confidence had become extremely negative through this “investment phase,” driving sentiment to an all-time low. […]

Written by on July 22, 2021

M&A/Transaction – Case Study

Situation: Alpha was engaged to help a client communicate around the strategic acquisition of a significant interest in another public company.  This deal was both creative and somewhat unique, so the client’s investor communication was fairly complex.  Further, the primary audience for this transaction was the investment community.  Thus, the client wanted to avoid the excessive fees that a crisis/PR firm would charge for an event […]

Written by on July 22, 2021