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Growth Through Investors
The Collingwood Group's Investor Relations professionals can provide the following:
Business Strategy Development
- Create a value proposition to position the company to the best potential equity investors.
- Identify the major building blocks of the organizations' foundation to develop appropriate short and long term initiatives.
New Equity Investor Development
- Establish well constructed investor strategies to improve shareholder value by providing insight into managing investors' perceptions, broadening current sell-side strategies, and initiating introductions to new equity investors.
- Identify major building blocks of foundation for value proposition based on market position, industry competition, competitive advantage, revenue projections, outlook for performance metrics, and expected returns.
- Uncover intangibles regarding investors' decisions, quality of management, execution, business model, industry leadership, and growth of industry.
- Build solid understanding of current investors' views and motivations.
- Create presentations to introduce the firms to investors.
Financial Communications
- Ensure team is well versed in historic, current and future activities with investors and analysts.
- Refine messaging, create metrics, and help design disclosures for quarterly financial slides and conference calls.
- Contact financial services analysts to gain their insight into investors' disposition for financials and current equity activities.
- Train management teams in fair disclosure issues and create corporate talking points.
- Plan and orchestrate roadshows for selected regions and cities.
- Create opportunities to broaden investor reach by speaking at financial services conferences.
- Work with management to develop conference call messaging.
Plan Development, Metrics and Execution
- Ensure understanding of success measurements by major equity holders and analysts.
- Develop firms' value proposition for shareholders.
- Formulate financial overview regarding revenue sources, return on invested capital, projected ERPS growth.
- Work to understand intangibles regarding investor decisions, quality of management, execution, business model, industry leadership, and growth of industry.
- Conduct research on targeted firms to understand current coverage of the market sector.
- Build plan to educate analysts and targeted firms on company's story and industry.
- Create peer list of comparable companies to use as basis for valuation.
- Initiate introductions between potential analysts and management teams.
- Develop priority ranking of existing shareholders and create list of long-term, focused prospective equity investors.
- Gain intelligence on selected firms and views of industry.
- Develop strategies to position companies' fundamental profile, public disclosures, and performance metrics in all financial presentations, conference calls, and speeches.
- Build annual plan suggesting frequency of investor interaction based on each groups' holdings and buying potential.







