Whether you’re an IR Team of one or many, looking to add “best practices” to our daily program, or a CEO/CFO looking to co-source your program with a strategic IR specialist, Alpha IR brings a partnership solution that will solve your needs.  Don’t be fooled by PR firms masquerading as IR firms, or tactical solutions that lack the strategic depth you need.  Hire the IR specialist.

• IR Strategy & Planning
  

  IR Strategy & Planning

  Does your current IR firm feel like your personal assistant? Are you tired of getting data dumps or high-level PR perspectives versus actionable and strategic IR insights that might change your valuation? At Alpha IR we build investment brands, and we’ve built a full suite of research-based support tools and deliverables that help our clients know they have a real strategic foundation underlying their programs.   

  We approach each and every IR event, press release and earnings communication guided by a strategic plan that was built within our first 90-days of support for any new client and is updated annually for our long-term partners. Don’t settle for tactical IR solutions, partner with the premiere IR consultancy in the country, and bring a new strategic approach to your program by adding Alpha IR to your team. 

• Strategic Messaging & Materials
  

  Strategic Messaging & Materials

  Whether your company is navigating change, renewing its strategic direction, or looking for a fresh approach to your investor communications, Alpha IR can help. We have deep experience across all industries, and have worked with numerous companies that have unique business models and highly complex issues to navigate.  

  The critical component of our messaging consultation comes from our daily interactions with the buy-side and through our research function. We have a deep understanding of your most critical investors, and thus we can refine, focus, and tailor your investor communications to attract, retain, and guide all of your key shareholders.  

  Tactically, our messaging support includes a comprehensive analysis of all of your key investor support tools including your investor PowerPoint, the investor portion of your website, factsheets, annual reports, and of course, all earnings communications. 

• Earnings Strategy & Support
  

  Earnings Strategy & Support

  The quarterly earnings cycle has become a critical, multi-stakeholder communication that every public company needs to make impactful each and every quarter. Your investors, analysts, employees and even customers are listening to every call, and Alpha IR brings the tools you need to ensure maximum impact for all of those key constituencies.  

  Alpha IR has supported thousands of earnings calls and can ensure that your prepared remarks are thoughtfully structured and holistic enough to protect the Company from any Regulation FD violation during future one-on-one investor interactions.  Our work also includes a thoughtful approach to your strategic messaging that will help you better guide and fix sell-side analyst models in the future, as well as properly educate and manage your current and prospective buy-side audience on each call. Lastly, Alpha IR’s earnings strategy and support services ensure that your Q&A session will be a credibility-building experience and that your team is prepared for all possible situations. 

• IR Measurement & Benchmarking
  

  IR Measurement & Benchmarking

  Even best-in-class public companies find it difficult to accurately measure their IR programs. Without proper measurement, it is nearly impossible to set the meaningful qualitative and quantitative strategic goals that: 1) Build investors’ confidence in the organization’s ability to create measurable value, and 2) Help today’s IROs both guide and own the IR discussion with their management teams and boards.   

  While collecting investor perceptions is a critical part of the tool kit, and something Alpha IR is the market leader in, it is only one of many tools you should be considering as you look to build a truly “best practice” IR program. As a result, and through decades of real-world experience, our team has developed a proprietary measurement toolbox that can help bring stronger direction and goal setting to your program.  Put the “Alpha” in your IR program and build an impactful measurement and benchmarking program that will ensure long-term IR program success. 

• Alpha IR Non-Deal Roadshows (NDRs)
  

  Alpha IR Non-Deal Roadshows (NDRs)

  Alpha IR routinely hears a sense of frustration from CEOs and CFOs about the quality of the investor meetings they see at various investor conferences and non-deal roadshows (NDRs). Our own IR Audits of nearly 1,000 public company IR programs prove that up to 50-60% of their prior investor interactions were with high-turnover traders, and that their management team’s precious time was not used effectively.   

  Further, it is clear that the sell-side model is not earning enough to facilitate long-term equity coverage for most small-caps and certain industries. Alpha IR has spent two decades interacting with every investor on the Street, and we use our proprietary database and unlimited investor reach to build highly-effective independent IR roadshows and one-off investor meetings for our clients who want to better control their investor visibility programs. 

• Investor/Analyst Relationship-Based Targeting
  

  Investor/Analyst Relationship-Based Targeting

  Are you a mid- or large-cap company with an executive team that is tired of seeing the same investors at every conference you attend? Or are you an underfollowed small-cap company that needs help improving its visibility to high-quality, long-term investors? 

  Whether you are big or small, Alpha IR has developed a proprietary quantitative and qualitative process that can help you better prioritize your investor conferences, non-deal roadshows, and analyst coverage. Our proprietary targeting methodology has helped numerous companies build high-quality shareholder bases and overall analyst coverage over the last two decades, and can help you and your executives spend less time on IR, and higher-quality time across all of your investor interactions.  

  Lastly, if you’re an under-followed company and/or frustrated with the quality of today’s sell-side sponsored meetings, let our team setup an Alpha IR driven roadshow as our universe of quality institutions is unlimited.  

If you’re looking for a third-party perspective to provide actionable, customized projects to guide your IR program, Alpha IR brings the strategic experience you need.  Given our daily interaction with Wall Street and some of our country’s more high-profile public companies, we bring insights and real world advice that tactical, data-driven entities can’t provide.  

• Investor/Analyst Days
  

  Investor/Analyst Days

  Investor Days have become critical investment brand-building exercises for public companies of all sizes, and Alpha IR has unparalleled experience providing end-to-end Investor Day support programs. This includes supporting both in-person events, either onsite or in New York City, as well as virtual-format presentations. 

  Our leaders have consulted on well over 250 Investor Days, and we have the holistic knowhow to make your Investor/Analyst Day a huge success. We go through great effort to understand the current message alignment/misalignment, grasp the corporate strategy, and marry the two to develop a high-resonance messaging platform for the event. Further, we complement that strategic support with best-in-class execution and tactical support. Whether you’re looking to outsource the event management, or just procure backup strategic and coaching advice, Alpha IR has the right experience you need to maximize your Investor Day. 

• Perception Studies (not Surveys)
  

  Perception Studies (not Surveys)

  As an organization, we have delivered over 750 perception studies during our IR careers. Over the last twelve months alone, we had well over 1,000 conversations with the Street for our clients. Our perception study approach is truly unique – and to be clear – as a firm we do not believe in the survey approach that many of our tactical competitors take. Influential Wall Street investors do not have time to answer a question like:, “Rate the management team on a scale of 1 to 10.” However, they will take the time to have an in-depth conversation with a smart firm that has the pedigree, background and deep knowledge of the story to discuss value-driving issues. Thus, we refer to our work as “issues-based studies” and the Street often thanks us profusely for: 1) Understanding our clients’ businesses, and 2) Not wasting their time with meaningless surveys.

  Further, do not be fooled when our competitors claim that buy-side investors always want to be anonymous. That’s categorically false and only intended to disguise a weak quality of a sample set as again real investors don’t do surveys. In our multiple decades of experience, the buy-side is not shy and only 1 in 20 will ask to remain anonymous.

  Lastly, given our issues-based approach, our studies conclude with numerous, actionable suggestions to improve your IR messaging, materials and overall program. This advice is provided by senior strategists who support multiple strategic IR programs for our monthly clients, and thus offers meaningful differentiation versus a tactical survey approach

• IR Audits & Plans
  

  IR Audits & Plans

  The foundation of all of Alpha IR programs is research. Whether you’re a company caught in the middle of an unplanned business transition, or is looking to level-set and elevate an existing IR program, our IR Audit is a tool you can use to bring a more strategic approach to your IR efforts.

  Our audits are comprehensive and dig into critical issues surrounding your IR materials and messaging, influential investor perceptions, historical Wall Street visibility, future investor targeting, your IR team’s structure, etc. These audits can be performed on a project basis to test our approach, or they form the foundation of our monthly partnership programs. 

  They are also often directly contracted with many of our clients’ boards looking to get an independent third-party review of how they can improve their IR efforts, and ultimately their long-term valuation. 

• Interim IR Support &/or Staffing Services
  

  Interim IR Support &/or Staffing Services

  Given our work across all industries and market-caps, our team has holistic experience and can immediately fill an unexpected gap or a planned transition at either an IR leadership or support level. With a three-person team model, we bring the right resources to flex quickly and ensure full coverage for your IR function. 

  Additionally, with 20+ years of building IR advisors, as well as training multiple levels of corporate America to grow into senior IR in-house roles, we also provide IR staffing solutions (Alpha IR Staffing) on a contingent basis for clients of all sizes.  

   Alpha IR Group can fill the temporary gap, and Alpha IR Staffing can help you find a permanent in-house solution. 

• Disclosure & IR Training
  

  Disclosure & IR Training

  With over 100+ years of IR advisory and Wall Street experience, the Alpha IR team is ideally suited to help train and coach any new corporate executive who inherits the IR function. Whether your new IRO is a former Treasurer, FP&A, CorpComm, or has other experience, our team knows how to bring them up to speed quickly, making sure they understand all SEC guidelines and proper disclosure rules. 

  Further, our team routinely assists in bringing our clients’ new board members up to speed on the IR function and capital markets. 

• ESG Materials, Strategy & Investor Targeting
  

  ESG Materials, Strategy & Investor Targeting

  While sustainability and ESG communication has fallen into the IR function for many companies, it remains a multi-stakeholder decision and need. European investors have embraced its importance, while U.S. investors are slowly starting to understand its relevance, at least in terms of risk management. The importance of having a “corporate soul” has become a real risk, and today’s investors are starting to understand the impact that can have on employees, customers, suppliers and any public company’s overall corporate image. 

   If those needs aren’t compelling enough, sustainable and ESG related Funds/ETFs will continue to secure additional assets and grow in size for years to come. Many have fairly simple structures and need to own companies across multiple sectors. Thus, not having the basics related to sustainability/ESG reporting is not acceptable in today’s world as you’re losing out on a growing asset class and its daily trading, in addition to potentially losing critical employees who want to work for entities that are committed to building a better tomorrow. 

   Alpha IR can help you understands today’s evolving standards and build all the ESG content/materials you need to compete for capital, employees, and to support your overall brand. 

Given our prior Wall Street backgrounds and financial depth, our team is often asked to drive critical research for our client’s management teams, board of directors and financial/competitive functions.  When you’re looking to support a strategic decision with objective third-party perspective and expertise, we know how to design the right solution for you.

• Competitive Monitoring/Quarterly Reporting
  

  Competitive Monitoring & Quarterly Reporting

  All of our full-service, monthly partnership clients receive detailed bi-weekly, monthly and/or quarterly reporting. This includes extensive competitive monitoring for most, and in-depth quarterly board reports reviewing recent trading, earnings message resonance, sell-side consensus model changes, buying and selling of critical investors, and routine KPIs for the collective IR program. We think of these reports as our collective team’s quarterly IR report card, and our clients’ boards love the third-party aspect of these strategic reports.  

  Additionally, our teams often flex to support an overloaded internal finance team during earnings season, and can provide written summaries of industry peer earnings calls. This includes a review of their performance vs. expectations, guidance changes/commentary, key messages from the prepared portion of the call, and key Q&A details. 

  Lastly, given that the large majority of our team has ex-Wall Street backgrounds, this work often expands into more detailed special projects around financials issues such as dividend policy, buyback analyses, business model evaluations, and M&A support. When you need more than just an IR advisor, but also a team that can support and extend your finance team’s capabilities, you should consider Alpha IR. 

• Guidance Best Practices
  

  Guidance Best Practices

  The guidance decision is a massively complex and often somewhat contentious issue for many companies internally. Boards hate the liability. Management teams struggle with the right metrics and proper range. Some companies have forecastable businesses, and others have extremely volatile business models. Every company is different, with different shareholder profiles and analyst coverage requiring different outlook approaches. 

   At Alpha IR, we’ve seen just about every business model, every Wall Street following, and have the insights needed to help you maximize the guidance decision. When you need a partner and counselor to guide the Board on the pre-release process, or narrowing the range, or shifting your guidance policy, we have the experience and knowhow to make your team comfortable that you’ve made the right decision. 

• Capital Allocation Structure & Prioritization
  

  Capital Allocation Structure & Prioritization

  High profile consultants/bankers will charge you $1 million or more for spectacular 100-page capital allocation PowerPoints, but often times the applicability of the research is non-existent. At Alpha IR, we’ve helped nearly 1,000 companies appropriately message their capital allocation priorities across various business cycles, market environments, and business realities. We also have numerous monthly conversations with all varieties of investors around their capital allocation needs and expectations. 

   Lastly, nearly all of our team members have spent significant time on Wall Street. Thus, we have the direct experience you need to appropriately prioritize, message and maximize your capital allocation decisions to the Street. 
• Capital Raise & Capital Markets Advisory
  

  Capital Raise & Capital Markets Advisory

  When management teams, sponsors, VC/PE firms and boards need independent and strategic capital markets advice, Alpha IR leverages its leaders’ 100+ years of Wall Street depth and experience. This includes support for strategic events like IPOs, SPACs, capital raises, spin-offs or divestitures of business segments, M&A, capital allocation shifts, etc. 

  Our team has been involved in thousands of transactions, across multiple sectors and every market-cap, and can bring the independent experience you need to maximize your capital decisions. 

• IR Gap/Benchmarking Analysis
  

  IR Gap/Benchmarking Analysis

  In today’s world, data and digital analysis tools are increasingly sophisticated, ubiquitous and often free. These tools of examination are at the disposal of most investors and many institutions have placed them at the center of their investment process. 

   One of the key foundations of Alpha IR’s work on behalf of our corporate clients is our extensive and regular interaction with the investment community. Combining our historical and broad investment industry experience with our own digital expertise, we have developed the tools to conduct this important analysis on behalf of our clients. Knowledge is power, and Alpha IR can put together this important information for management teams and Boards in a way that is both comprehensive and yet streamlined – ready for action. 

• Board Advisory Special Projects
  

  Board Advisory Special Projects

  The IR function remains underfunded, understaffed and under-appreciated across the public company spectrum. This is especially true for small and mid-cap companies. The Boards of those companies often have a sense of this issue, but rarely ask for help until they have serious IR messaging and/or visibility issues. 

  At Alpha IR, we routinely counsel Boards of Directors around the key issues they need to assess, and guide their management teams around anything and everything that might impact their IR program. This includes performing independent IR Audits, valuation work, capital allocation reviews, the building of activist and/or crisis preparedness plans, etc. Crisis firms are staffed by highly intelligent PR people, but Alpha IR brings you true IR depth and experience. Hire an IR specialist for an IR need! 

Alpha IR complements its industry-leading IR consulting platform with a suite of crisis and transaction communication services that make our firm truly unique.  Today’s public companies are tired of getting the “D team” at large multi-practice PR agencies and/or crisis firms, and Alpha IR offers customized solutions that cover all key corporate stakeholder communications.

• IPO & SPAC Advisory
  

  IPO & SPAC Advisory

  Whether you’re considering an IPO using the traditional route, or via SPAC, your choice of partners to help guide the process is absolutely critical. For the first year at least, the Street will want direct contact with the management team and thus hiring a co-sourced IR advisor is a must have in today’s world.   

   

  Don’t be fooled by large multi-practice organizations over-promising and under-delivering. Alpha IR brings big agency experience, small company touch, and senior-driven consultations – all of which are supported by one of the strongest IR brands on Wall Street. Further, we max our three-person team model out at eight accounts each to make sure our service levels are appropriate for all of our clients. This compares to large agencies where senior leaders have 20+ clients each and limited dedicated support. 

   The IPO and/or SPAC process remains highly complex and historically does not maximize your post-deal shareholder profile or your go-forward messaging. You need a coach, a strategist and a partner like Alpha IR to maximize this potentially once-in-a-lifetime opportunity.  

  The IPO and/or SPAC process remains highly complex and historically does not maximize your post-deal shareholder profile or your go-forward messaging. You need a coach, a strategist and a partner like Alpha IR to maximize this potentially once in a lifetime opportunity.

• M&A, Divestitures & Spin-offs
  

  M&A, Divestitures & Spin-offs

  Alpha IR has supported hundreds of acquisitions, divestitures and spin-offs across multiple sectors and market-caps. This ranges from multi-billion-dollar transformative mergers to small strategic bolt-on acquisitions. Transaction communication requires thoughtful analysis and forward-looking thinking, the kind only true IR experts like those at Alpha IR can bring.  

  When the need is IR-driven, our team brings the experience you need to maximize the event with Wall Street, and support the additional employee, customer and supplier communication as well. When the need includes a more serious customer, employee and/or regulatory engagement, we partner perfectly with both in-house CorpComm teams and have numerous crisis and PR agency friends that we complement well with our IR depth. 

• CEO/Leadership Transitions
  

  CEO/Leadership Transitions

  CEO transitions are on the rise—both planned and unplanned. While it has become commonplace within the global business environment, leadership change almost always presents more risk than opportunity to a company’s enterprise value. However, the magnitude and duration of that impact depends largely on measures taken by boards and executive teams in the months leading up to, during, and following the change. 

  At Alpha IR, we believe it is important that any executive transition is considered from an IR perspective so that investors can be confident that a transition will be executed smoothly and will support the leadership and/or transformational needs of the Company. We help companies plan, execute, and sustain the critical investor relations components of successful executive transitions. Alpha IR has provided counsel for leading public companies through numerous executive leadership transitions catalyzed by a range of events, and can bring the risk management tools your Company needs to guarantee long-term success during any leadership transition.  

• Transformation/Restructuring Comms
  

  Transformation/Restructuring Communications

  Change is never easy, but corporate cycles continue to shrink, and transformation and restructurings are more common than ever. Each transformation is unique, and often involves complex guidance and IR communication decisions. Those choices will have a huge impact on your ability to both retain current investors and attract future investors who will help enhance the Company’s long-term investment brand. 

  Alpha IR is an expert in transformations and restructurings, and has consulted hundreds of management teams and Boards of Directors through this strategic process. We bring the experience and strategic insights you need to set the path, rebuild credibility, and change Wall Street perceptions.   

• Activist Counsel, Preparedness & Defense
  

  Activist Counsel, Preparedness & Defense

  The first day a company receives an activist letter or phone call is usually a very scary one. Our leaders have counseled companies involved in very public and hostile activist situations, and also with those who were very private and cooperative. We’ve even counseled activist events involving whistle-blowing situations and prolonged forensic accounting analyses.  

  Every activist situation is different, but the key is to uncover the true motivations of the investor and take the emotion out of the picture. Most situations can be handled fairly openly as the broader investor community will always have a longer-term investing horizon than the activist. But proper IR-specific counsel is absolutely crucial, not crisis PR-communications, and at Alpha IR we have the experience and governance/legal partners to help you through any activist situation. 

• Crisis Preparedness & Support
  

  Crisis Preparedness & Support

  Our consultants have led full communications teams (IR, PR, Public Affairs, and Employee Communications) through numerous high profile crisis engagements. Our leaders have also built numerous crisis preparedness plans across multiple industries and market-caps. 

   Your first audience in any crisis as a public company is Wall Street. The IR message should form the foundation of your communication platform and drive the message across all of your other stakeholder groups. Don’t trust your critical communication to a PR firm alone. Compliment your crisis PR resources with true IR professionals like those at Alpha IR who can coach and partner you through any and all crisis situations.