Investor Relations (public and private companies)

• Investment banking collaboration/coordination and capital markets counsel, including access to debt markets and managing debt investors
• Investor targeting and marketing
• Corporate messaging
• Spokesperson training
• Investor relations program creation, including hiring, training, budgeting, vendor relationship development and management
• Investor presentations
• Investor relations strategic planning
• Disclosure policy creation and in-house training on Regulation Fair Disclosure and associated SEC rules
• Capital deployment / M&A advisory
• Shareholder activism preparedness (Board-level plans, tabletops and drill execution)
• Investor meetings, including global road show planning
• Earnings preparation, messaging and materials
• Assistance with SEC filing preparation and creation

Environmental-Social-Governance (ESG)

• Management training regarding business case, investor-sensitivity analysis to assess shareholder profile risk, and investor trends focused on ESG issues (C-suite and Board level)
• Creation / management of an in-house cross-functional committee, to serve as overseer and advance corporate initiatives
• Creation / management of audit control framework, including reporting structure and presentations to Board Committees, associated with Enterprise Risk Management assessments
• Advise on Social and Governance initiatives; access to thought leaders in Environmental sphere for specific expertise
• Completion of investor-, customer-, and supplier-driven surveys, working with internal teams

Corporate Governance

• Trusted, strategic advisor to C-Suite and Board, well-known within the governance community
• Work closely with in-house and external counsel, as well as investment bankers to translate shareholder perception into identifiable and actionable areas for improvement
• Creation of shareholder activist preparedness plans
• Tabletop presentations and “drill” execution with C-suite and Boards
• Quarterly / monthly Board reporting