The Challenge:
A market leading, large-cap client with a multi-person internal IR team (1 experienced senior + 2 rotational directors) has partnered with Alpha for nearly two decades to establish and support a best-practices IR program. This valuable partnership has sustained multiple IRO and IR team member transitions, executive transitions, activist attacks, M&A, several global crises, and major economic challenges.
Alpha’s Solution:
- The Alpha team has consistently taken a proactive approach to anticipating and supporting the IR program needs. This includes routine IR activities as well as larger, more esoteric issues that a corporation will inevitably face over time.
- Alpha has provided a dedicated, three-person team model that supports all phases of a typical IR cadence over time – from routine execution items to critical c-suite / board-level needs led by senior team leaders.
- As part of Alpha’s partnership program, our IR Audit and planning process ensures seamless scheduling of IR activities and assessment of meaningful results (“ROI”) that allow our team to raise the bar over time and drive measurable outcomes that inform the path forward.
- Our goal always remains to be the trusted partner to our clients and conduct ourselves in a way that mirrors the client’s culture and acceptance of Alpha as “insiders” to the company – as viewed internally and externally.
Results:
- Alpha is a longstanding partner to the client that allows internal team to transition – both planned and unplanned – without losing critical institutional knowledge or the momentum behind the IR program.
- We’ve helped establish and executed a true IR strategy that has directly translated to meaningful, measurable program results, such as:
- Clear, concise messaging platform that evolves over time.
- High resonance investor-facing collateral to guide investor discussions and education.
- Targeting and engagement strategy that has managed investor churn, identified, and onboarded new high-quality institutions, and supported proper valuation through various business cycles.
- Maintaining a clear pulse on investor sentiment through ongoing formal perception studies, as well as periodic investor pulse checks to moderate any shifting conviction or changing expectations.
- In addition, Alpha has supported this partner though several strategic situations, such as:
- Providing continuity through turnover within the internal IR function due to internal advancement, rotations, etc.
- Multiple CEO and other c-suite transitions.
- A high-profile activist situation resolved amicably that resulted in constructive partnership with the long-term investor.
- Multiple transactions – acquisitions, spin-offs, financings, etc.
- The trust gained by Alpha at the c-suite and board level has allowed Alpha to maintain a fruitful relationship that supports the internal IR and communication teams by providing an expert perspective to the key decision makers.
