Our Services

Investor Relations (public and private companies)

• Leading initiatives relative to IPOs and secondaries; strong expertise in successful IPO launches
• Traditional IR services including: IR program creation; hiring, training, budgeting; vendor identification / management; investor targeting / outreach; corporate messaging; spokesperson training; IR presentation creation; IR strategic planning; investor meeting coordination (including global); earnings process and materials preparation / creation; other event preparation, messaging, materials creation.
• Non-traditional IPO services: partnering to identify / create Purpose and Values statements.
• Assistance with SEC filing preparation and creation.
• Investment banking collaboration/coordination and capital markets counsel.
• Disclosure policy creation, training on Regulation FD and associated SEC rules.
• Capital deployment / M&A advisory.
• Shareholder activism preparedness (Board-level plans, tabletops and drill execution).

Environmental-Social-Governance (ESG)

• Executive training regarding business case, current ESG landscape.
• Comprehensive and proprietary approach to creating a bespoke ESG program for client organizations. CGIR’s ESG approach includes: deep due diligence with subject matter experts; materiality and gap assessments; strong understanding and leverage of ESG reporting frameworks as well as SEC and related global entity disclosure requirements; benchmarking against peers; assessment of proxy advisory firms and institutional investor voting guidelines.
• Strong experience in ESG program implementation. Program implementation partnerships are customized to suit client needs.

Corporate Governance (Outreach Programs and Private-to-Public Governance Infrastructure Creation)

• Trusted, strategic advisor to C-Suite and Board, well-respected within 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; formal outreach programs; quarterly Board reporting.
• Policy creation (e.g., insider trading, disclosure, expert advisory, social media, etc.) as well as training on policies, Regulation FD and associated public company SEC disclosure-related regulations.
• Proxy report drafting and review.
• Board presentations on ESG / specific governance trends.
• Creation of shareholder activist preparedness plans, including Tabletop drills.