Invest in us; invest in your company

The practice of investor relations is continually changing -media, philosophy, market conditions, SEC and stock market rules and regulations. It takes an experienced and knowledgeable team effort to address a host of wide-ranging issues such as market volatility, Sarbanes Oxley, Reg FD, targeting, earnings releases and quarterly conference calls.

WallStreetThe Carideo Group is a full service investor relations consulting firm offering tailor-made communications services to public and privately-held companies that demand a high calibre of service from highly seasoned professionals.  

We work with our clients to develop an investor relations plan that will meet (and exceed!) their expectations.   We counsel them during all stages of the business cycle while helping to create clear and concise messages that effectively articulate the company's brand, business strategy and financial performance.   Our goal is to create opportunities that generate the visibility they deserve.

Counseling Management Teams

During good times and bad, companies have to communicate with Wall Street, their shareholders and other key consituencies.  With over 30 years of experience in investor relations, we have the expertise to counsel management through a wide array of of issues that affect public companies. Whether it's an acquisition, a management change, a missed quarter or an upside surprise, we have the experience to help companies manage both the good and the not-so-good.   Additionally, we offer advice on IPOs, secondary offerings, M&A transactions, and have the experience to craft strategic communications vehicles to deliver a clear understanding of these issues to a variety of audiences.

Shareholder Communications Strategies

Look to us to draft and edit all forms of communications, such as financial and corporate news releases, conference call scripts, annual reports, investor presentations and supplemental  IR materials, such as quarterly fact sheets.   We will also return calls to the investment community on your behalf, acting as a liason between investors and your management team.

Marketing to Investor Audiences

Your relationships with Wall Street and your shareholders are critical to meeting your investor relations objectives.   We will work with you to target appropriate investors and develop the tools to articulate your company's story to Wall Street's many types of investors. Additionally, we will organize outreach programs -- such as lunch-n-learns with both sell- and buyside firms, analyst days, IR road shows, trade show events and business media -- to pair you with solid investors while assuring that you have a clear understanding of all the regulatory requirements along the way.

We provide a full-service program of investor relations services:

  • Financial and corporate releases
  • Quarterly earnings releases and conference calls
  • Investor presentations
  • Annual report themes and messaging
  • Identifying and marketing to sell-side analysts
    and investors  
  • Annual meeting preparation
  •   SEC regulations/disclosure    
  • IR web sites
  • Peer group/industry analysis
  • Analyst road shows and field trips
  • Feedback from the Street
  • M&A transactions
  • Corporate messaging
  • Media/presentation training
  • Investor inquiries and screening
  • Branding
  • Business press
  • Investment community perception audit
  • Vendor management
 

412 South Fourth StreetSuite 850Minneapolis, MN 55415 │ 612.317.2880

 

 

 

 

 

 

 

 

 

©2007 The Carideo Group, Inc.

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