CONTEXT
A leading listed company in its segment had seen a deterioration in its operating environment which had led to a de-rating of its shares despite resilient top-line performance. Amid external market pressures, the company was in the early stages of executing a new strategy designed to rebalance its activities towards stronger end-markets.
The company appointed Accellency for its investor-centric approach and capital markets expertise, to work directly with senior management to translate its new positioning into an aspirational equity story which would remain relevant throughout the execution of its transformation and beyond.
APPROACH
Using its proprietary 8-step methodology, Accellency worked with management to reposition the investment case focused on the attractive dynamics in its targeted end-markets.
Bringing an external investor perspective, Accellency identified the key pillars of the equity story which would resonate most effectively with the investment community, along with the datapoints which could best support them.
Accellency supported the company in executing the new equity story via a strategic positioning memo, recommend investment highlights, deck structure, scripting, fully drafted hostile Q&A and speaker preparation.
RESULTS
Management were able to utilise the key elements of the new equity story immediately, rolling it out at the next available event. This has enabled the management team to confidently present their long-term vision to shareholders, receiving widespread support during a transitional period.
