Investor lead generation
I work directly with senior management to effectively position the company, enhance visibility in the investment community, increase institutional ownership and sell-side coverage, prepare for initial public offerings and subsequent financings, develop guidance practices, and manage communications around M&A, results announcements and other strategic issues. My perspective is that successful IR programs are comprised of both effective strategy and efficient execution of tactics.Research-founded advice, commitment to execution and attention to detail are key to my approach.
Strategic planning
Analysis: Each program begins with research and analysis of the client's investment considerations, including core values, perceived strengths and challenges, competitive environment as well as upcoming newsflow and milestones.
Strategy: In-depth analysis provides the basis for strategic communication or your PR plan, taking all marketing tools into consideration.
Program development: We then develop messaging, a communications calendar and an outreach plan and leverage a sophisticated analyst and investor targeting system to help direct each client's investor relations efforts.
Feedback: Pre-defined standards and targets has to be established from the outset in order to evaluate all your investor relations programs from time to time. Periodic assessment allows for fine-tuning of marketing approaches and improved communications outcomes.
IR Tactics
Our approach is designed to engage with the private shareholder community through their advisers - stockbrokers and wealth managers. We also engage with fund managers from institutions.
By remaining alert to changes in industry funds flow, Southgro IR is able to adapt our clients' IR programs to the ever-changing market environment. We also recognise that it is imperative to re-evaluate each client's program on an ongoing basis to achieve the greatest return on this investment in investor relations.
Search engine optimisation
SEO refers to the process of marketing a website on search engines such as Google. Let investors discover you when they are searching online for new investment opportunities in your sector, exchange, market cap or peer group. SEO is one of the most powerful tools in an Investor Relations marketing campaign. Harnessing the power of search and positioning your website to be found in the search results page for keyword searches within your company's market concentration can have significant bottom line impact for a public company.
- Site content and navigation consultation
- Search engine and directory registration
- Reciprocal links to information sites
- Online media rooms and media monitoring
- Email notifications
- Online events
- Investor forums / social media
Investment marketing campaign management
Investor Relations
Programs are, at all times, customised for each client. We review the circumstances applicable and develop a strategy and program accordingly. In this regard, we provide a range of consultancy, analysis and research services, including:
- Strategy & message development
- Targeting & profiling (buy-side & sell-side)
- Investor attitude / perception studies, analyst consensus analysis
- Market positioning (IR plans)
- IPO preparation
- Broker, analyst and fund manager one-on-one meetings, road shows scripts & presentations
- Materials review, investor kits or fact sheets
- Transactional communications (M&A, restructurings)
- Annual general meetings & conference calls
- Database structuring and development
- IR website audits & content
- Programs to reach retail investors
- Proxy solicitation
- Share register analysis
- Continuous disclosure policies and guidelines
- Peer group analysis and tracking
- Financial media relations forms an integral part of our investor relations program, including an outreach to trade publications. We create and maintain a flow of interest in the company, while respecting reporters' professional code of ethics. Our mission is to communicate tangible facts, stimulate insightful articles, whilst nurturing a constructive and long-term relationship between our clients and the media.
Media Relations
- Editorial services - earnings releases
- Arrange additional exposure via print media, eblasts, webcasting,
- Video/audio conference calls, television and radio interviews
- Corporate announcements (ads)
- Media placement strategy
- Media relations & publicity (generating coverage)
- Customised trade and financial media target lists
