Properly handled relationships with Wall Street analysts can play a key role in a company’s investor relations plan and overall success. However, missteps can create unnecessary problems — especially considering that analysts may share anything you say with the public markets — so executives should approach these relationships carefully. Use the checklist below to maintain effective analyst communications.
Tom McDonald is a Partner/Managing Director and Head of Business Development. He is responsible for marketing the firm’s capabilities to potential new clients as well as the institutional investment community.