Our Process, Products & Services
We take guess work out of Wall Street. We enable you to control your destiny. We help you craft a transparent, bullet-proof Story that showcases your investment attributes to investors and keeps you poised to pounce on debt or equity capital raising opportunities.
We start with our Proprietary Situational Assessment, which is prepared collaboratively.
With your overall objectives clarified, we work with you based on your individual company needs.
Here is a representative sample of services and products we provide.
We manage the most comprehensive IR resource database on the Street. It includes benchmarking, white papers, templates, examples and everything else you may need. Check it out at irbarn.com.
OnPoint Proprietary Analytical Tool Kit – see the same info as the sell-side including your estimate of valuation range
Four Hills Proprietary Stock Price Blue Print – map out your 5 year price target and how you will get there.
Pre-IPO
Road Show prep and execution
Disclosure Counsel – Full analysis of what you plan to disclose (or not disclose)
Investment Banking selection process
Investor Presentation preparation. Everyone has a slide deck. Do you tell the Story properly and effectively?
Develop your IR Strategy and Plan – don’t be naked on Wall Street. Determine, plan, strategy and budget.
Initial Q & A – be overly prepared for the initial firing line of questions
Sell-Side Management – how best to work with the sell-side so they are strong knowledge managers of your story.
Public Company
Insourced or Outsourced IR
Re-look at your IR Strategy and Plan. Give a shot of adrenaline to your IR efforts.
Traditional Services: script writing, SEC reporting review, press release review, perception studies
How are you tracking your investors? And how are you attracting new investors to the story?
Sell-Side management – use the sell-side to your advantage
Investor Presentation – does yours tell the Story it needs to?
Does your IR Website, Annual Report and 10-K work for you? Review, audit and improve.
Peer Group Financial and Stock Comprehensive Analysis
Strategies for short shops and activists
Design powerful Investor Days and Field Trips
Executive Media Training and Prep
Advise on Crisis and Unique News Items – Positive and Negative Prep
Private Companies
Think and act like a public company NOW
Annual Shareholder Meeting – give confidence to your current investors with the state of the state
Due Diligence and War Room Prep – always be ready to access capital
IPO
Insourced or Outsourced IR
Traditional Services: script writing, SEC reporting review, press release review, perception studies
Top List of common Tricks/Keys/Commandments to help you deliver world class IR
Tool Chest – all the tools needed for an award winning IR division
Buy-Side Targeting
Know and understand all of your options for all IR vendor categories – then choose the one that works best for you.
Let’s Go Marketing! – how to get your story out there using non-deal roadshows, investor conferences, and your own targeting
Educate the Company – help the Board, Executive team, sr. mgmt. team and the entire employee base understand what it means to be a publicly-traded company.
Assistance in identifying candidates to manage IR