Alpha’s client was a small-cap company, spun-off by a large-cap concern.  This spinoff was highly unusual as it included a merger with another entity on the day the Company IPO’d.  While the executive team had some public-company experience, it was not very deep.



Alpha IR was hired four months before the spinoff and was focused on the development of both a tactical and strategic IR plan.  Tactically, our team helped develop the investor website and identify/manage many of the future vendors that our client would retain for newswire, conference call, surveillance, IR website and other services.  Strategically, we focused on broad investor visibility and developed several strategies to handle the anticipated investor churn.  

In terms of the sell-side, Alpha IR drove a pre-public analyst day that hosted over 15 potential sell-side analysts that could initiate coverage of the stock.  We also helped manage the non-deal roadshow with spinoff investors as well as high priority targets.  Lastly, we periodically followed-up with all Wall Street participants to attain feedback from the Street, which was used to help better educate and coach the executive team. 

Following a highly successful debut, our client received more sell-side coverage than we initially expected and we are in the process of shifting large-cap holders of the stock into long-term small-cap shareholders hands. 


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.