Client was not widely known in the investment community due to a few years of intentionally limited investor interaction in order to focus on repositioning the sales and marketing effort to capture higher growth. The company’s small-cap status also served to narrow investor awareness in the absence of regular investor interaction.
A mid-cap healthcare service company experienced frustration in the investment community as their business model was complex and their growth strategy was not clear, causing investors to focus their attention elsewhere. From the management’s perspective, they felt overwhelmed trying to run the business and manage more than 15 sell-side analyst request for their time and prioritizing buy-side meetings.
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