AGMs & Investor Days for investment funds: 5 frequent mistakes & how to avoid them

Equity story techniques apply and deliver value across all industries.  No exception. In mature sectors like consumer staples, equity stories too often recycle tired narratives,

A clear equity story can help buyout-owned companies get exit ready and deliver a successful sales process at an attractive valuation. By focusing on exit

Thought leadership has become a powerful pre-marketing tool for investment firms. In a crowded market, funds that fail to produce original, data-driven insights on their

In this new publication, how outsourcing can help avoid 3 common pitfalls of DDQ and PPM production:1. Underestimating the disruption to your Investor Relations team2.

In investor relations, the stakes are high and the margin of errors is thin. Seizing the opportunities to promote your equity story while navigating the

Do you have an investor relations strategy? Not having an Investor Relations strategy has tremendous consequences and can lead to failed capital transactions, value impairment