Whitepapers Archive

3 IPO alternatives for small-cap companies
The public markets offer tremendous benefits for small-cap companies seeking to raise capital and grow their businesses. Unfortunately, smaller issuers have been shut out of the IPO market due to rising costs and a lack of institutional support. We provide three alternative IPO methods that offer a faster, less expensive and less regulatorily burdensome path to a public listing: Reverse merger Slow PO Regulation A+...Read more
Mar 22, 2017
An introduction to IR services
While IR has grown as a profession over the last 20 years, it remains a small team within most corporations. That adds special importance to the role of IR service providers: they help IROs get more done, make the most of limited resources and punch above their weight. For IR professionals considering their options, the choice has grown more complex thanks to technological innovation among IR firms. This report is...Read more
Best practices for enhancing earnings releases
In today’s rapidly changing communications environment, investor relations professionals face a wide range of issues to consider in providing maximum transparency and outreach with their company news and ‒ specifically ‒ the critically important earnings news release. In this Business Wire white paper, global disclosure services supervisor Matt Van Tassel reviews current best practices for enhancing earnings...Read more
Revealing the full picture: Your guide to ESG reporting
London Stock Exchange Group has issued guidance, through its Global Sustainable Investment Centre, setting out recommendations for good practice in ESG reporting. The global guide responds to demand from investors for a more consistent approach to ESG reporting, which is now a core part of the investment decision-making process. The white paper helps companies gain a clear understanding of what ESG information...Read more
Inside The Buy-Side® | 4Q16 Earnings Primer
Corbin surveys institutional investors and sell-side analysts quarterly to gauge/track sentiment on topics pertaining to the earnings season, global economy and market drivers. This quarter finds investor sentiment has turned the corner, bullishness is making a comeback and earnings expectations track higher… are we ahead of ourselves? Read our full report to learn which sectors/regions investors see opportunity in...Read more
Laying the foundation of a small-cap IR program
Small-cap companies face significant challenges in navigating the public markets, including high fees and changing market structure. To addresses these dynamics, we outline three best practice tips small-cap companies need to create a solid foundation for their IR activities, including: Selecting the right management team Disclosure essentials Establishing IR goals and objectives. This paper is the first in a series...Read more
How Companies Can Use Digital and Social Media to Fend off Activists
As the 2017 proxy season looms, recent precedent and enhanced compliance clarity is empowering public companies to consider a new set of innovative digital and social media strategies when addressing activist investor campaigns. In this article, we outline some of the top digital and social tactics companies are now incorporating into their activist defense mix. With the landscape shifting, we expect these tactics...Read more
Berenberg’s 11 Rules of Roadshowing
A helpful guide for IR teams looking to improve their roadshows. The Berenberg Corporate Access team share their knowledge and top tips accumulated from organizing hundreds of successful roadshows a year in multiple regions – simple do’s and don’ts which can make a huge difference. If they joined an investor relations team tomorrow these are the guidelines they would introduce. The contents include: Sweat your...Read more
The evolving role of investor relations in competitive intelligence
Call it competitive intelligence, market intelligence, media monitoring or something else, a successful intelligence gathering function shares a few common characteristics that translate into effectiveness, efficiency and strategic importance. To gain access to the report, please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the report. We...Read more
Current IR strategies fail to adapt to evolved investor landscape; four practical steps for success in 2017
Advances in technology and changes in regulation have affected how Wall Street works. The result is four trends we believe should drive IR planning for 2017. We present four recommendations, which depart from where traditional IR programs spend the bulk of their time. Like any activity, investor relations needs to evolve with the times to remain relevant and effective, and provide the greatest value to your company...Read more
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