Capital Markets & Investor Relations

The role of investor relations (IR) within listed companies has grown in importance for the past many years driven by the globalization of financial markets and the increasingly complex legal and regulatory obligations of listed companies. Similarly, IR is a strategic management tool and an integral part of a company’s internal and external communications. The goal of successful IR is to achieve a fair valuation of a company’s shares, optimize liquidity in trading, and provide an efficient and cost-effective access to funding via the capital markets.

Key to successful and well-executed IR includes, in particular, a sharp and well-defined equity story. Further, conducting periodic perception studies among analysts and institutional investors is, in our view, among the most under-rated IR tools.

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Shareholder activism is a growing phenomenon, and few companies are entirely immune. Reliance works closely with our clients facing the threat of activist investors. This includes preparation of defenses prior to an activist creating a public position in a company’s stock or a potential proxy fight. If a fight turns public, Reliance assists in shareholder and media engagement, and the launch of extended campaigns towards relevant stakeholders. This may be supported by our digital and market research teams, where the strategic use of digital and social media can provide a company with a strong campaign advantage. Similarly, Reliance supports its clients in relation to narrative and financial PR in connection with M&A activities.

We have deep insight via past roles as e.g. heads of IR, senior equity analysts and senior investment bankers. Hence, we know the key stakeholders and how to optimize our clients’ interest, position and reputation in relation to their stakeholders.

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At Reliance, we combine strategic insight, sector expertise and capital markets experience with a multi-channel approach, including video/film, social media and thought leadership, to deliver innovative campaigns to help our clients build a trusted reputation in the capital markets, and to reach their objectives.

Our areas of advice and expertise include:

  • Activist campaigns
  • Analyst & investor dialogue training
  • Analyst coverage
  • Annual & online reports (from idea to final product)
  • Capital markets days & meet the management days
  • Capital markets transaction support
  • Corporate governance & IR policies
  • Day-to-day IR activities
  • Digital shareholder activism defense
  • Equity story & investment case – development & maintenance of narrative
  • Evaluation of IR efforts
  • Financial PR related to M&A
  • General meetings
  • Global perception studies & benchmarking among analysts & institutional investors
  • Guidance & expectations management
  • Integrating IR & ESG reporting
  • Interim IR management support
  • Internal management & board IR reporting
  • Investor/analyst kits
  • Investor & analyst communications
  • IR & communications benchmarking
  • IR strategy, plan, program & policy
  • IR websites
  • Management presentation rehearsals
  • Media training & workshops, presentation skills, debate training, Q&A training in our own TV studio
  • Online IR communications
  • Optimizing existing IR function & budget
  • Private company IR support (e.g. PE and VC-owned companies)
  • Q&A, investor & analyst training
  • Quarterly report & presentation support
  • Recruiting IR staff & providing IR training
  • Retail/private investor relations
  • Roadshow activities
  • Setting up an IR function
  • Shareholder activism
  • Shareholder magazines
  • Shareholder targeting
  • Special situations
  • Takeover response manuals
  • Targeting, roadshow & feedback support
  • Teleconferences, webcasts & audiocasts
“We combine strategic insight, sector expertise and capital markets experience with a multi-channel approach”