ICR provides a singular Investor Relations experience. Our approach is grounded in capital markets with senior-level, sector-specific professionals who provide expert counsel and access to an unmatched network of investors and influencers—decision-makers who trust us, and are trusted within their own extended network.
As former analysts, portfolio managers, CFOs, and investment bankers, we see your company as Wall Street will see it. We know the important differences between your corporate, financial, and investment story, and have the expertise to develop each one. We anticipate the questions you will be asked because we’re tuned in to the fluctuations and ever-evolving expectations of the market.
With ICR as your Investor Relations partner, you’ll establish the relationships and the investor confidence you need to build long-term value and lower the cost of capital. Our IR offering includes investment positioning, valuation, new investor introductions, regulatory compliance, disclosure and outreach. We are expert at each.
Client Counsel
ICR is an invaluable strategic resource for management as it makes decisions on how to engage with the institutional capital markets. We draw on our extensive experience to provide expert counsel and investment positioning—advice that helps clients minimize the cost of capital and enables management to fulfill its fiduciary duty to shareholders.
Shareholder Communications
Existing and prospective shareholders require a clear and reliable exchange of information if they are to remain engaged with a company. As your IR partner, ICR serves as the first point of contact with both audiences. We conduct basic investor education, collect intelligence, and provide a framework for further dialogue. Our role as shareholder liaison is highly efficient for management, enabling them to approach follow-up conversations with confidence and ease.
Investment Community Marketing
Smart, impactful marketing efforts raises a company’s profile and creates shareholder demand. At ICR, we analyze a wide range of data about a company and its peer groups to identify opportunities and align strategy. We then leverage an extensive network of sector-specific relationships to assess, target, and approach potential shareholders, new sell-side sponsorships, and investment banking relationships. It’s a process that deepens a company’s reach into the institutional investment community and establishes a clear and compelling viewpoint of the company.
Market Research
Good information is critical to good decision-making. We leverage and interpret a variety of sector- and company-specific research products, news and information resources, and perception studies to ensure that our clients are knowledgeable about the range of issues they are expected to address.
IPO Services
There may not be a more pivotal moment in a company’s timeline than its IPO. Certainly, no other event includes as much preparation and focus. Given the stakes, a company’s communications should be nothing less than world-class.
ICR is a recognized leader in IPO services, the choice more often made by companies with public ambitions. In fact, over the last ten years, we’ve handled hundreds of IPOs. Our success is a product of expert counsel and the network you need to generate awareness, support, and momentum. From underwriter selection to road shows to final infrastructure preparations, we ensure you are talking to the right people at the right time. Partnering with ICR for your IPO is a choice that embodies trust, confidence, and one that positions a company to maximize its value.
Due Diligence
First impressions – good or bad – endure. That’s why the due diligence process is so vital to the success of an IPO. A strong due diligence effort will ensure an IPO starts from a position of strength.
As former analysts and portfolio managers, we know how to conduct a smart and thorough due diligence process. We help management anticipate and prepare responses to the penetrating questions they will get from their deal managers.
Over the last two years, ICR-led IPOs have seen dramatic performance. That success is due in part to our ability to eliminate any doubt about our clients’ strength from the start.
Strategic Advisory & Roadshow Preparation
Prior to the IPO, perceptions can be diverse. They can be on-target or misguided. Positive or indifferent. In some cases, a strong corporate or consumer brand generates the momentum. In others, a company’s financials or management is the story.
Along with the underwriting team, we help management craft the best possible investment story. We identify key investment criteria. Then we weave those components into a comprehensive and dynamic presentation that accurately and positively reflects our client’s position in the competitive landscape.
We then prepare management with presentation coaching, question and answer sessions, and solid intelligence on targeted investors and the perceptions of peers, so that their initial public offering is enthusiastically received.
Infrastructure
IPO preparation is as much about the weeks and months after pricing than it is about the day itself. Indeed, operating as a public company requires a whole new level of communications infrastructure, including flawless execution for releasing news via wire-services; public conference calls; communications with exchanges and transfer agents; thoughtful processes on disclosure controls; policies and procedures; and many other "nuts and bolts" requirements
ICR has a wide range of first-class vendor relationships, and an understanding of how the pieces assemble to create a cost-efficient, seamless communications infrastructure.
Beyond Investors
IPO communications are never limited to the investment community alone. A company’s employees, vendors, and corporate partners are of critical importance as well, and articulating the significance and sensitivities around the process is essential not only for the success of the IPO, but for the long-term success of the company.
At ICR, we craft customized communications and utilize a variety of channels and tools to help explain and trumpet the IPO process to key constituencies. Our integrated approach ensures that the historic event is fully understood and embraced by all.
Roadshow Video
If a picture is worth a thousand words, then video is exponentially more valuable—especially in the IPO process. ICR is the leader in roadshow videos, combining best-in-class video production capabilities with unparalleled capital markets expertise. Our IPO and secondary offering videos deliver a company’s story to the investment community in a powerful, captivating way. We provide award-winning directors and producers to make high-energy videos that excite audiences and create demand for a deal.