Implementing an effective IR program means putting all the right pieces into place.

It takes an experienced and knowledgeable team approach to address the wide-ranging issues – market volatility, SEC regulatory requirements, stock market rules, investor targeting, quarterly communications – required to implement and execute an effective investor relations program.

The 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 caliber of service from highly seasoned professionals.

We work with our clients to develop an IR 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 constituencies. 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 liaison 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.