Investor-Relations

It’s nearly impossible for companies to ever fully understand the investors’ perspective. That’s why you need a trusted outside advisor like MBS to help expand your lens and provide experienced guidance. We’ll direct your company in what to say, how to respond to valid concerns and the wisest way to take the market through your story.

We leverage longstanding relationships in the global financial community with analysts and investors to ensure your company’s side is heard and your corporate story resonates. And we provide a customized approach to articulating your corporate governance that’s based on the world’s best practices and fine-tuned for the investors and key influencers you need to reach.

EARNINGS REPORTING

  • Board Presentations
  • Earnings Message Development
  • Earnings Guidance Management
  • Earnings Release
  • Conference Call Presentation, Script
  • Q&A Development
  • Conference Call Rehearsal

PROXY ADVISORY SERVICES

  • Hostile Situation Strategy
  • Media Relations
  • Benchmarking
  • Issue Research

TARGETING AND MARKETING

  • Share Valuation Strategy
  • Shareholder ID
  • Sell-side Targeting, Marketing
  • Buy-side Targeting, Marketing
  • Industry/Market Insights
  • Conference Calendar Development
  • Investor Day Planning, Management

BENCHMARKING/BEST PRACTICES

  • Benchmarking on Financial Metrics
  • Benchmarking of Financial Materials
  • Website Benchmarking

INVESTOR MATERIALS

  • Investor Fact Sheets
  • Investor  Presentations
  • Non-deal Roadshow Development

IPOs/TRANSACTIONS

  • Investment Thesis Development
  • Peer Development
  • Public Company Policies and Procedures
  • Understanding the IPO Process
  • Bank Kickoff Meeting Presentation Development
  • Initiating Analyst Meeting Preparation
  • Review, Edit IPO Materials
  • IPO Event Management
  • Disclosure Documentation
  • Filing Document Review
  • IR Infrastructure
  • IR Recruitment

RESEARCH/SURVEYS

  • Capital Markets/Perception Surveys
  • Custom Research for Boards, Management
  • Advise on Investment Community Perspective