Case Studies | Curley Global IR, LLC

From private to public: Creating a formalized IR program ahead of an IPO

by curleyglobal | Aug 22, 2018 | Case Studies

The situation: A small, private, healthcare company sought to implement a formal IR infrastructure ahead of its IPO. The IR program had to be customized for the company and its specific needs and be sustainable. The challenge: The company had a tight budget and...

Public Company: An IR Check-up or Overhaul?

by curleyglobal | Aug 21, 2018 | Case Studies

The situation: A technology company that had been public for some time through several leadership transitions, had a stagnant stock price after it declined significantly post-IPO. The company had virtually no sell-side coverage and few institutional investors. The new...

Creating an ESG Infrastructure – Public Company

by curleyglobal | Aug 20, 2018 | Case Studies

The situation: While the company had an Environmental, Health & Safety group, it didn’t have an ESG plan, Committee or dedicated role to oversee efforts more broadly. Internal constituents were addressing investor, customer and supplier requests on an ad-hoc basis...

Creating an RI Infrastructure for a global asset manager

by curleyglobal | Aug 16, 2018 | Case Studies

The situation: A large, global asset manager sought to develop and implement a Responsible Investment (RI) approach firmwide. Previously the firm had implemented ESG tools into its investment analysis on an ad-hoc basis, based on client request. The firm’s ultimate...

Case Study: The Activist Tabletop Drill

by curleyglobal | Aug 15, 2018 | Case Studies

The situation: The Board of Directors wanted to ensure a company with no prior history of shareholder activism: 1) kept current on trends, 2) had a robust response plan in place, and 3) had prepared its senior management for various scenarios. The challenge: Did the...

Case Study: A Sizeable Healthcare Spin-off

by curleyglobal | Oct 19, 2017 | Case Studies

The situation: A large healthcare company made a decision to spin-off its sizable medical equipment business as a separate public company. The challenges: How should “NewCo” be introduced and appropriately positioned within the investment community? How should...