Advisory Services
We deliver actionable, research-driven insights that lead to informed decisions, resulting in positive outcomes and expanded opportunities for our clients
We are a leader in primary investor research, and perception studies are core to our suite of advisory solutions
Our insights and recommendations, fueled by our proprietary Voice of Investor® research approach and Corbin Analytics database, which comprises 25,000+ interviews with investors and analysts globally, have led to immense value realization for our clients.
Perception studies are best practice. From being able to more effectively pitch a highly technical product in a vastly competitive market – your equity story, to quantifying opportunities to unlock value – whether you are undervalued or trade at a premium, to uncovering negative undercurrents that could lead to activism – we have a proprietary Vulnerability Index, understanding the voice of the investor is critical to maximizing engagement and capturing value along the way.
With over 17 years in capital markets and combining deep research and benchmarking capabilities with broad-based situational and advisory experience, our perception study solution is more than data.
Our research-based insights and recommendations result in a crystallized view of how your equity story and investment appeal are viewed on an absolute and relative basis across a multitude of dimensions, uncovers the factors influencing valuation and specific opportunities to unlock value and aligns management on the roadmap to differentiate your company in the market.
Affirmation and discovery are critical to continuous improvement and the foundation for realizing value over time.
We are the industry leader when it comes to investor day impact
of investors and analysts believe companies should host investor days regardless of what’s happening with the macro environment or company performance
Investor days are best practice. We have seen first-hand the meaningful impact a compelling investor day has on investor and analyst sentiment and valuation.
Our expertise, strategic direction, and tactical execution consistently deliver impact for this key constituency. We have developed a proven approach to engaging investors, building management credibility, and positively rerating companies.
Our Services
- Pre-event Voice of Investor® Perception Study
- Event Planning and Project Management
- Marketing Strategy and Execution
- Investment Thesis and Investor Presentation Development
- Presenter Preparation and Coaching
- Post-event Survey
We are passionate about investor relations and are trailblazers at the forefront of our industry
of investors report investor relations is a factor in valuation, noting that ~40% of a stock’s worth is directly influenced – positively or negatively – by a company’s efforts
Our dedicated team comprises senior-level consultants with extensive equity markets, public company, corporate communications, and Investor Relations experience. As a result, we bring industry-leading research and deep best practice knowledge to architect and support world-class investor relations programs.
Our proven approach – comprising strategic advisory and tactical execution – has resulted in sustained value creation for our clients.
We help clients elevate Sustainability from compliance exercise to value driver
That means leaning into the positive values that are most durable and relevant to your business – whether it’s innovation, safety, social value, or environmental stewardship – and clearly linking those values to your broader strategy.
Our Sustainability team brings a pragmatic, capital-markets lens to ESG. We help clients focus on the Sustainability issues that truly matter, to shape strategies and stories that build trust, reinforce resilience, and attract long-term investors.
Our Services
- Materiality and Double Materiality Assessments
- Peer Benchmarking and Gap Analyses
- Geopolitical Risk Analysis
- ESG / Sustainability Strategy and Governance Advisory
- ESG Immersion for Executives
- Sustainability / ESG / CSR Reporting, Integrated Reporting, and Climate Briefs
- Dedicated Investor Presentations
- Teach-Ins and Webinars
Our Differentiation
- Materiality-First Mindset: We filter out noise and help companies zero in on the ESG issues that truly drive business value
- Policy and Regulatory Fluency: Our in-house experts track and interpret global ESG mandates, helping companies remain informed, compliant, and confident
- Capital Markets Expertise: Our deep investor relations and financial communications expertise is steeped in data-driven insights and best practice, ensuring relevancy and impact
We serve as a full-service strategic investor communications partner, advisor, and resource to companies undergoing an “extraordinary” corporate event
Our expertise is in maximizing investor understanding and buy-in, and thus perceived value, and our experience encompasses transactions, such as M&A, divestitures, spins, and splits; rebrandings; resegmentations; strategy shifts, including transformations; and executive leadership transitions.
We provide valuable research-based insights and execution to support investor-facing communications, including but not limited to:
- Communications strategy
- Strategic messaging
- Press release, presentation, and prepared remarks execution
- Q&A development and executive preparation
We offer several options to help C-Suite executives and other organizational leaders develop what they need to appeal to investors
Our comprehensive, highly interactive Investor Relations Immersion is administered to executives with limited to no Street-facing experience. It is based on years of experience and leverages two main bases.
First is our proprietary research, encompassing 25,000+ interviews and surveys with investors and analysts across capital markets and public company topics. We also rely on our own proven methodology to unlock value, pioneered by our founder, Rebecca Corbin.
Focus areas of this customized one-day workshop include, but are not limited to:
- Investor Relations Landscape
- Capital Markets Landscape
- Critical Factors Impacting Valuation
- Competitive Differentiators
- Investor Communication Best Practices
- Regulation Fair Disclosure
Through a strategic and process-oriented approach, we add value throughout the earnings cycle
Earnings is one of the most critical communication platforms a company has to maximize value and mitigate risk. Four times a year, management can demonstrate execution against the communicated plan, reinforce strategy, address knowledge gaps and appropriately set expectations.
In the event operating performance falls short of expectations, thoughtful, strategic communication can play a critical role in mitigating concern and rebuilding credibility.
As former buy-side investors, sell-side analysts, IROs and communications experts, we work collaboratively with C-Suite and Investor Relations executives, advising on earnings strategy – every quarter is the championship game – and developing best-in-class materials that serve to educate, engage, and positively differentiate our clients, even when communicating mixed or weak underlying results.
Employing an outside-in perspective, we put a critical, experienced eye to evaluating earnings-related materials, identifying themes to highlight pitfalls, unnecessary complexity, confusing content, and potential questions.
Our end-to-end earnings solution encompasses macro insights, real-time trends and competitive intelligence, content development, guidance strategy, management Q&A preparation, and around-the-clock support.
Leveraging our deep capital markets expertise, best practice knowledge and process excellence, we fix expectations, management issues, build management credibility, and generate increased support from investors and analysts.
We serve as an independent advisor to CEOs and their teams preparing for and following the IPO
With deep expertise on the factors that influence valuation and unparalleled access to real-time buy-side sentiment, we offer a unique perspective and value-added counsel on investment thesis and equity story positioning to ensure maximum value is unlocked through the IPO and beyond.
Following an IPO, we serve as an investor relations advisor, architecting and activating industry-leading strategies and providing tactical execution support. We have a long history of value creation through deploying our proven investor relations approach.
We positively rerate companies and drive value through effective investor communication and engagement
We architect comprehensive and compelling communications and marketing strategies that deeply engage high-quality, long-term investors. We take the time to understand your company and develop a compelling equity story reflective of the value and opportunities we identify during our discovery process.
Investors have a lot of choice and limited bandwidth. Leveraging our research-based insights on the factors that influence valuation, investor communication expertise, deep technical skills, and agency-level design – our signature investor presentations serve to educate, engage and positively influence investors and analysts.
Given the increasingly competitive landscape for active investment capital, the right approach to cultivating relationships with compatible investors can meaningfully improve your company’s valuation
We provide the research and know-how to ensure your time and resources are maximized. Leveraging industry-leading targeting software, sophisticated analytical capabilities, and our in-depth knowledge of and relationships with the buy-side and sell-side, we deliver actionable insights and assist in activating a marketing strategy that consistently results in shareholder conversions and sell-side coverage.
Through our Research & Insights, we conduct bespoke and timely market research and competitive intelligence evaluations
Our ability to design thoughtful research projects that result in statistically significant findings and actionable roadmaps is one of our key differentiators. We are methodical, analytical, and fact-based with a unique ability to present our findings in a clear, concise, and unbiased manner.
Our comprehensive, specialized research is leveraged by boards and executive management teams to support strategic and precise decision-making.
Our Services
- Benchmarking
- Best practice
- Competitive intelligence
- End market, geographic
- Macro, capital markets
- Sector, industry
- Topical
Our Differentiation
- Multi-faceted capital allocation analysis for a large-cap services company, supporting the initiation of a dividend
- Sector-specific earnings guidance analysis for a large-cap industrial company, supporting expectations management
- M&A communication analysis for a mid-cap industrial company, resulting in leadership taking a different approach based on findings and best practice
- Sell-side targeting study for a small-cap basic materials company, resulting in expanded coverage
- ESG benchmarking study analyzing sector peers, customers and best-in-class companies, as well as the ESG ecosystem, providing foundational research to support strategy development
Applying an outside-in approach, our team of specialists evaluates critical communication materials and channels to ensure best-in-class stakeholder communication and engagement
Utilizing a proprietary ratings methodology, we conduct a comprehensive analysis across critical factors – including but not limited to – content, design, positioning, and alignment. We provide specific strategic and tactical recommendations based on best practice to maximize impact.
Our research can be conducted on either an absolute or relative basis. We can factor in multiple investor communication materials depending on your needs and objectives. The end results are comprehensive and insightful analyses and recommendations, providing powerful benchmarking that is immediately actionable.
Our Services
- Investor Relations Website
- Earning Materials
- Investor Presentation
- CSR / ESG report
- Proxy