Service Offerings

  • Target/secure incremental (sell-side) equity research coverage
  • Transaction-based communications for mergers & acquisitions, recapitalizations, etc…
  • Investor/analyst Perception Studies resulting in actionable recommendations
  • Investment thesis repositioning for higher valuation/improved valuation comp group
  • Structuring broker-sponsored high impact institutional investor road shows
  • Positioning quarterly financial results and quarterly conference call remarks
  • Sounding board for critical “what if” questions (i.e. “how will shareholders and analysts react if we announce…?”)
  • Executive-level strategy consulting with partners at Kline & Company
  • Board of Directors-level strategy and business development evaluation
  • Annual Investor Day Programs: Generating comprehensive investment themes which resonate with both buyside and sell-side attendees