“You have to recognize when the right place and the right time fuse and take advantage of that opportunity. There are plenty of opportunities out there. You can't sit back and wait.” Ellen Metcalf
Companies in the region have continually proven that they represent some of the best investments in the market today. However, they are often ignored by institutional investors and analysts, whether it is due to ineffective targeting of stock customers, or limited financial staff to manage the company’s investor relations.
Here at Whitestone, we draw upon the collective experience of our team to develop creative strategies to bring together companies and analysts that will mutually benefit one another.
“Treat people as if they were what they ought to be, and you help them to become what they are capable of being.” Johann Wolfgang von Goethe
The single greatest competitive advantage any company can have is great people. It is great people who make great companies that grow and prosper.
With our dedicated team, we are able to offer our clients and candidates an in-depth knowledge of their business as well as the most current market intelligence. We are also able to achieve a complete and accurate understanding of a company’s present and potential value within the investment community, in particular, among the right audiences.
Investor relations take place on many levels – from strategic planning to tactical execution, while at the same time, presenting the client’s story accurately and consistently.
Positioning and Messaging
Whitestone deploys a strategy that creates a distinct and appropriate corporate image for the client and efficiently communicates the company’s aspirations and prospects as an investment.
Whitestone ensures that the client’s investor communications include critically pertinent aspects such as the company’s vision, mission statement and the financial and operational matters that are of true significance to targeted investors.
Targeting and Meetings
Whitestone guides clients by putting them in touch with people who, based on our analysis, are actively investing and likely to be interested in the client’s specific investment qualities.
On the buy side, Whitestone, with its extensive network of contacts, and its daily interaction with institutional investors, determines which investment professionals are most likely to purchase a client’s stock.
On the sell side, companies seek to build relationships with analysts and generate research coverage. Whitestone leverages its targeting resources to identify the sell-side analysts who have the greatest propensity to be interested in such a relationship. We can also assist clients by providing market intelligence and recommendations on the investment banking firms most likely to produce strong research support.
To deliver clients’ message, we engage in the following tools:
- News releases
- Q&A preparation
- Analyst/broker presentations
- Corporate IR web sites
- Annual reports and letters to shareholders
- Bylined articles and speeches
- Attracting a qualified and interested audience of investment professionals
- Contacting the target list of investors to arrange the meetings
- Coordinating all meeting logistics
- Developing and revising management’s presentation
- Providing management with detailed backgrounds on each meeting participant and firm, including buy and sell criteria, and peer ownership
- Critiquing the group meetings and one-on-one presentations
On top of that, Whitestone will be responsible for:
- Developing an investment thesis
- Merger & acquisition communications strategies
- Institutional & individual investor surveys
- Financial media relations
- Shareholder communications programs
- Annual & quarterly report preparation