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 to both current and prospective shareholders.



Alpha was hired to support the in-house IRO and the executive team roughly three months prior to the event. Our team helped drive the event both tactically and strategically, and even identified and managed all vendors for the event (hotel, IT, webcast, etc.). More importantly, we drove the strategic messaging of the event. These messaging decisions were driven by an initial pre-event perception study during which our team asked investors to identify the components of the story they found most confusing. The results were delivered to our client, along with basic disclosure and investor day training for all divisional heads that had no prior experience with Wall Street.

Alpha also helped the client better articulate their three-to-five year vision, inclusive of a guidance framework that we developed. Given the uncertain nature of the Company’s new product, this guidance platform included a pessimistic, middle of the road, and optimistic set of forecasts, designed to better level set the Street’s expectations. This guidance has been instrumental in helping the client manage its sell-side analysts over the subsequent two years.

Using a perception study post event, our team validated the success of Investor Day and proved Alpha’s communication strategy was effective. The Company incorporated the content that Alpha created for the event in all of their outgoing communication and is still using it today. We are looking forward to holding the second analyst day soon to provide a comprehensive update on the Company’s progress, roughly two years after our last event.


About Alpha IR Group: 

The Alpha IR Group is a holistic investor relations and transactions/crisis advisory firm that protects, enhances and builds the investment brands of America’s leading companies. We bring significant Wall Street, financial, and large agency experience to our clients, while retaining a small company, holistic approach. With deep sector expertise and senior-driven programs, Alpha IR is the right choice to manage our clients’ reputations, credibility, and ultimately, their valuation. The firm has offices in Chicago, New York, and Boston and represents over $100 billion of equity value trading on today’s public exchanges.