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.


Alpha IR was hired to develop a strategic approach to both today’s IR program, and to consider tomorrow’s strategic IR needs when the new product would become a meaningful revenue contributor.  This evolution would result in the client shifting from a product/device company into a SaaS (Software as a Service) concern.  To build the strategic IR plan, our team first evaluated the strengths and weaknesses of the current shareholder profile and performed a comprehensive Wall Street perception study.   

Our findings were presented to the board of directors and were used to create more impactful investor materials.  Further, in an effort to improve the Company’s investor visibility, we evaluated the last two years of sell-side sponsored NDRs/conferences to assess the quality of each analyst’s efforts and developed our own buy-side and sell-side targeting priorities.  Our work directly resulted in the initiation of coverage by a new sell-side analyst within two months of our engagement.  

Ultimately, Alpha IR developed an IR plan that balanced short-term needs with the long-term transition that was expected in the business. The IR plan focused on rapidly rebuilding the credibility of the management team.  Six quarters later, our client’s stock appreciated several hundred percent through the strength of the IR effort, the performance of the Company, and through the Street’s broad recognition of this exciting transformation. 


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.