Given our Midwest roots, our leaders have extensive experience working with Industrial companies of all sizes. It’s been our experience that Wall Street consistently misunderstands the cash generating power and business flexibility that most Industrial companies truly have and thus can unfairly punish the group during uncertain points of the business cycle. While the sub-sectors of this broad group often tend to trade in tandem, our leaders have helped numerous Industrial companies break out of the cycle, and differentiate from competitors, through proactive and strategic investor relations strategies.
Based on its link to the economic cycle, the natural resources and mining space is a very volatile one despite the long-term nature of many of its strategic initiatives and growth strategies. That said, the space has been re-embraced by the investment community over the last decade and there are many proactive IR strategies that this segment should be doing more of to manage its equity risk and to better limit volatility. At Alpha IR, we have the experience to complement an existing IR team or manage the IR process on an outsourced basis for smaller basic materials companies that want to break away from the pack.
The energy space has come roaring onto Wall Street’s radar over the last few years and remains a segment that’s attracting new investment dollars every day. That said, the energy space has never been known as an industry that communicates at a high level. It’s our opinion that the industry suffers from an “old school” approach to IR and continues to under invest in their IR function. Alpha IR’s consultants understand the challenges of educating new investors to the space and managing a growing list of industry conferences that are stretching energy companies’ IR resources, and we are ready to help the industry better prioritize and accelerate its IR activities in the future.
From helping semi-conductor clients manage the cadre of hedge funds who are forever playing the industry cycle, taking high profile internet companies public, or helping legacy technology providers manage investor transition as their businesses matures, our consultants have seen it all in the tech and telecom space and are well prepared to handle your technology and telecommunication IR challenges.
The financial services sector is very diverse and has become more and more complex over the last decade. That complexity can be illustrated by the industry specific language/metrics that each sub-niche uses to discuss its financial performance. Banks talk to net interest margin (NIM), insurance companies talk about combined and loss ratios, and online brokers release monthly trading statistics that offer hedge funds greater short-term trading opportunities. Beyond the complexity of industry specific jargon, the financial services space remains under intense scrutiny (and will for years) following the recession of 2009. Complexity and distrust are a disaster for stocks, and the stocks of most financial concerns remain volatile and under followed today. Despite the obvious need for greater communication, most financial services companies (in particular the banking space) remain mired in an “it’s the numbers,” reactive approach to IR. We believe most companies in this niche need to start more proactively communicating with current and prospective investors and our leaders have helped numerous financial services companies simplify their investment thesis, better focus their key messages, and expand their visibility on Wall Street.
From stage two or three drugs and new medical devices, to established life sciences companies who have stable and growing earnings streams, our consultants have worked with various types of life sciences and healthcare companies through the years. In particular, we’ve specialized in helping many small-cap life sciences companies transition their messaging and investor base as they begin to develop significant revenue and cash flow growth (i.e. as it becomes less about the science and more about the future business). We enjoy the challenges and complexity of the life sciences space as it requires a strategic partner like Alpha IR to create a truly “best practices” approach to IR.
Most services industries, but in particular business services, are unique amongst themselves and can be somewhat complex. Many companies in this space are the innovators and founding fathers of their particular niche, and consequently often lack a true competitive peer group. Complexity and the lack of direct peers make these types of companies very difficult to value for the Street and thus can limit the companies’ sell-side coverage and overall investor visibility. Alpha IR helps to solve the challenges of complexity and poor visibility through creative IR solutions and can be a great asset for any services business that wants to elevate its IR program.
Trend setting and hot to boring and cash cow, our consultants have seen it all in retail. We understand the challenges of the consumer and economic cycles and have experience communicating around sourcing issues, raw material cost volatility, inventory issues, etc. Further, we know the retail investment community deeply, but not so deeply that you ever have to be concerned that your confidential information might be being leaked to the Street. If you’re looking for a retail alternative in the IR communications space, Alpha IR would like to talk to you.
The real estate space, and in particular the REIT industry, is a very challenging one from a communications and IR perspective. Not only does it bring its own set of industry specific language/metric challenges, it also is driven by a highly influential set of industry-specific investors (which historically have been referred to in a non-PC way as the “REIT mafia” given their large, concentrated asset pools). Thus, corporate executives have to be particularly mindful of how they manage their buy-side interactions, but they also need to do a better job at educating the investing public beyond this concentrated set of industry investors. At Alpha IR, we understand these critical industry specific investors, and we also know how to broaden our REIT clients' investor audience beyond them by “de-jargoning” the investment thesis and educating shareholders through creative IR outlets.
The utility industry has never been a sector that has had to communicate at a high level in the past as its strong dividend profile has provided some stability and attracted my long-term retail holders (who are challenging too we all know). However, the ongoing consolidation in the space and the challenges of greater regulatory and political scrutiny have made stronger communication programs and more proactive IR strategies a necessity. Our leaders have deep experience in the space, and have supported numerous high profile events/projects including: high publicity M&A, IPO/fund raising, analyst days, perception studies, high profile crises, etc.