Full-service investor relations

You went public for a reason.

You want to maximize the value of your listing by achieving a fair and full valuation and ready to access to capital.

Our programs support these objectives. We help companies go to market with a clear and differentiated message, find the right audience for their story, and implement a high-quality ongoing communication plan.

Communicate with impact

With thousands of listed issuers and countless investment products, it’s harder than ever for companies to stand out. We understand how the investors and analysts think and we understand how to create impactful, well-told stories.

  • Corporate messaging
  • Investor presentations
  • Investor fact sheets
  • Comprehensive quarterly earnings support including scripting and Q&A prep
  • Financial and operational press releases
  • IR website content & messaging

Connect with the Street

We leverage our deep relationships, networks, and knowledge of the capital markets to expand the audience for our clients.

  • 12-month IR marketing plan
  • Non-deal roadshows
  • Sell-side analyst outreach
  • Investor targeting and outreach
  • Analyst days and high-value investor events
  • Financial media
  • Proprietary LodeRock events

Act on insight

What do investors think of our strategy? Who is buying our stock? We provide qualitative and quantitative market intelligence that enables our clients to make better-informed decisions.

  • Roadshow feedback
  • Perception studies
  • Quarterly Board packages
  • Trading reports
  • Ownership tracking and analysis
  • Detailed consensus reporting
  • IR program reporting

Navigate with sound advice

We understand that companies sometimes face unique challenges and special situations. We have helped companies navigate nearly every situation – good and bad – and we will tap into the collective expertise of our group to deliver the best advice and execution for our clients.

  • IR strategy development
  • Crisis/issues management
  • Guidance strategy and expectations management
  • Capital markets strategy

Comprehensive IPO preparation

IPOs can be grueling.

Fifteen days on the road, eight meetings a day. Where multi-million-dollar decisions are made in 45 minutes. Bankers, lawyers, strangers – everyone telling you what to say.

At the same time this is an exhilarating time for your company. New shareholders. New capital to grow.

Working with the underwriting syndicate, we help companies come to market with a compelling, clearly differentiated story, high-quality material, and a flawlessly prepared management team.

Our comprehensive services include:

  • Key messaging and presentation development
  • Q&A development
  • Rehearsal training
  • Script development
  • Analyst teach-in presentations and preparation
  • Syndicate advisory
  • Online roadshow
  • Prospectus graphics
  • Roadshow logistics
  • Group meeting management

Special situations/transaction communication

With our collective experience on the Street – as IR professionals, analysts and money managers – we have been involved in almost every situation a public company could face: multi-billion-dollar acquisitions, failed clinical trials, hostile takeovers, and wholesale executive changes, to name a few. Regardless of the situation, well-planned, strategic communication is an imperative. Our team will develop and execute a communication plan to advance our clients’ objectives and win support for their position.

  • M&A communication
  • Shareholder activism
  • Hostile takeover attempts
  • Short-seller attacks
  • Restructuring communication
  • Executive and Board changes

Strategic design


We’re innately curious and genuinely interested in initiative and enterprise. We want to know what makes your company special, how you compete, your growth strategy and other critical milestones and competitive advantages.

Our primary focus is helping our clients to optimize the impact of their financial and other related corporate communication.

We approach every project with the same objectives: distill the right information and transfer that information rapidly to create high recall, and for over 20 years, we’ve helped our clients create high-impact materials and stand out in the capital markets.


We anchor every project with our proprietary ‘WWWPTR’ – the ‘What We Want People to Remember’ after you’ve left the room.

We design with a purpose – meeting your strategic objectives.

We start with questions – understanding your company and your goals.

When we are finished exploring, we get to work – making sure we have the right content, in the right flow.

  • Annual and Quarterly Reporting
  • Investor Presentations
  • Corporate Branding and Identity
  • Website Development
  • Live Events Management