Investor Relations Advisory Services

Market-Driven Analysis to Enhance Valuation and Drive Ownership Breadth

Goal: Close The Valuation Gap

Your Company Deserves Better Market Recognition

We help publicly traded companies bridge the gap between fundamental value and market valuation by exploring the many financial levers available, and help you create & deliver an IR strategy that can move the market.

Team meeting discussing data at table

Active Manager Targeting

  • Identify and profile high conviction equity managers aligned with your direction
  • Create customized outreach strategies for long-only and hedge fund managers
  • Develop compelling equity narratives that resonate with portfolio managers
  • Assist in coordinating non-deal roadshows and investor conferences
Team analyzing data on large screen

Strategic Messaging & Positioning

  • Earnings communication and guidance framework
  • Investment thesis development and refinement
  • Peer benchmarking and competitive analysis
  • IP and "moat" narrative integration for active manager appeal
Team meeting in a modern conference room

Understand Your Quantitative Profile

  • Capture intel on active screens and sell-side quant rankings
  • Buy-side perception studies and feedback analysis
  • Valuation analysis and peer group optimization
  • Trading pattern analysis and liquidity enhancement strategies
Colleagues discussing data and graphs

Credit Rating Enhancement

  • Strategic counsel for rating agency interactions (S&P, Moody's, Fitch)
  • Financial communication optimization to highlight credit strengths
  • Capital structure advisory to support rating upgrades
  • Credit investor relations to broaden bondholder base

Proposed Roadmap

Orientation

Orientation

Focus on the drivers of interest in the active management community

Internal Buy-In

Internal Buy-In

CEO and CFO support for the financial initiative and IR actions

Content

Content

Align communications and external narrative with the CFO's financial plan

Campaign

Campaign

Build a 12-24 month go-to-market plan of action

Contact us to schedule a complimentary consultation and marketing assessment.

contact@fractionalpath.com