• Pre-IPO, during IPO and post IPO programmes
• Geographic recommendations
• Prioritization of targets
• Specialized investment orientation navigation (value, growth, GARP, hedge funds, socially responsible investors, special situation investors, sovereign wealth funds)

In collaboration with Vaco Stakeholder Intelligence, Articulate Capital Partners goes beyond the traditional peer ownership holdings, out-of-date public ownership data and financial ratio analysis in evaluating the interest of potential new investors.

The firm provides meaningful results through its personalized pre-qualification of investors.

• Perception studies
• Strategic feedback analysis and recommendations
• Benchmarking studies

We have a thorough understanding of the investment community, originating from years of direct contact with analysts, portfolio managers, market commentators and media. Articulate Capital Partners has gained the trust and respect of stakeholders who are willing to share their views with the firm’s senior consultants. These relationships provide a unique opportunity to conduct market research on behalf of clients.

A key strength of Articulate Capital Partners’ independence is its objectivity which can help senior management better understand who owns their company’s stock and what they really think about its strategy and stock valuation.

• Investor roadshows: One-on-one and group presentations
• Detailed roadshow briefing book
• Post meeting strategic analysis and recommendations
• “Feeding the feeders”: Sell-side, key social media commentators and financial journalist contact building
• Analyst / Investor Days
• Site visits

There is a growing need for companies to control their investor contacts directly and ensure their message is well understood through direct access to senior management. They also want to meet with pre-qualified investors.
For longer-term continuity, it is also important to monitor which  constituencies they are meeting.

Given the wide range of hidden agendas that exist, there is a real need for independent, unfettered management access.

A key strength of Articulate Capital Partners is its ability to be genuinely open and able to introduce a company to any institution (both buy and sell-side), treating each one fairly on its own merits. We advocate a balanced approach to current holders, potential investors, key social media commentators, financial journalists and long-term holders who will provide stability to the share price and more active investors who will bring liquidity to the share.

• Investment narrative blueprint
• Research based message development
• Positioning advice
• Stakeholder activism counsel and communication including scenario simulation
• Corporate action communication to all stakeholders
• Media training
• CEO visibility programme

Given our extensive track record across a number of sectors, as well as in-depth regulatory and corporate experience, Articulate Capital Partners has a wealth of knowledge of corporate best (and worst) practice allied to an understanding of what investors demand.

Combining this knowledge and experience with our own fact-based research assists us to draft a blueprint investment narrative, ensuring consistent messaging, delivery and positioning, which ultimately forms the underpins to investor trust.

• Measuring IR effectiveness – Financial communication audit & program assessment against reputation drivers
• Earnings announcement support (press release, presentation, feedback)
• Annual and interim financial results
• IR Website: evaluation and recommendations

To be successful in reaching out to the investment community, a company needs to evaluate how its program is perceived by analysts and investors and understand what the expectations of the market are.

An in-depth analysis of current practices, the company’s financial documents and website, its history and strategic objectives allows the development of a thorough investor relations plan.

• Business Continuity Management / crisis preparation – crisis communications policy, plans and manual
• Media training and scenario simulation

• Issues management
• Crisis communication to all stakeholders (investors, media, employees, customers)