eBooks
Our eBooks provide comprehensive guidance on the most vital investor relations topics that today’s executives must address, from getting ready for an IPO to managing every aspect of the IR process.
Featured eBooks:
Effective Earnings Calls From Start to Finish
Earnings calls are your opportunity to communicate your company’s story to the world. These quarterly calls provide analysts and investors with insights into your financial performance and future growth, so it’s critical to make them count. Use our eBook, Effective Earnings Calls From Start to Finish, to prepare for your next call and avoid common earnings call mistakes.
How to Conduct a Perception Audit: A Complete Guide
Perception audits play a critical role in gathering investor opinions about a company’s products, pipeline, leadership, financial performance, and investor relations efforts — essential feedback that can help strengthen your company and maintain strong investor relationships. Our eBook, How to Conduct a Perception Audit: A Complete Guide, walks you through the entire process.
M&A Communications: 5 Keys to Success
Strategic communications play a critical role in ensuring the success of merger and acquisition (M&A) transactions. The right communications program can inspire confidence, minimize distractions, reduce uncertainty, and generate stakeholder buy-in and support. In our eBook, M&A Communications: 5 Keys to Success, we provide tips for planning and executing that strategy.
Managing COVID-19 Vaccine Policies in the Workplace
As the COVID-19 vaccine becomes more readily available, your company will have critical decisions to make regarding your employees and the vaccine. Our guide, “Managing COVID-19 Vaccine Policies in the Workplace,” will walk you through the most important issues to think about as you develop policies around vaccination and bringing your workforce back to the office.
How to Prepare for Successful Investor Meetings
Investor meetings are essential for managing and expanding your shareholder base. While some investor meetings may look a little different today — on screens instead of in person — you must still put in a high level of forethought and planning. Use our eBook, How to Prepare for Successful Investor Meetings, to effectively plan your meetings and position your company.
Guide to Direct Listings: Benefits, Challenges, Mechanics and More
Direct listings offer many benefits, but they also present some unique challenges. In this resource, “Guide to Direct Listings: Benefits, Challenges, Mechanics and More,” we share an in-depth overview of the mechanics behind a direct listing, along with case studies detailing approaches recently taken by companies that have pursued the transaction and the market’s reception.
Communications for an Executive Leadership Change
While employee turnover is expected in any company, CEO and other senior executive transitions present unique communication challenges that require careful planning and execution. Learn how to create a communication strategy that positively shapes public perception and facilitates a smooth transition by downloading our eBook, “Communications for an Executive Leadership Change.”
Insider’s Guide to Going Public
Are you thinking of taking your company public? If so, then this eBook is for you. Managing an IPO is a daunting task, with much at stake. This comprehensive guide takes you all the way through the process, from a year before your IPO to a year after. Download our complimentary eBook, Insider’s Guide to Going Public, to get our team’s best advice on the entire process.
The Best Defense Is Preparation: A Guide to Crisis Communications Planning
A crisis can break in an instant. But too often, company leaders take on an “it won’t happen to us” attitude, and as a result, they never take the necessary steps to prepare in advance for an inevitable negative event. In A Guide to Crisis Communications Planning, we walk through all aspects of creating a crisis communications plan.
How to Host a Successful Investor Day
As your company aims to build visibility and generate interest from the investment community, you may consider hosting an investor day. Attendees will leave your investor day with a better understanding of your company as an investment — so it’s critical to make the event effective and compelling. Use our new eBook,
How to Host a Successful Investor Day, to plan and coordinate your next event.
Investor Relations Primer: The Basics of an Effective Plan
If your company is public — or you have your sights set on going public sometime in the future — it’s critical that you begin building a comprehensive investor relations plan. The right mix of investor relations activities can help your business communicate your message and position your company for growth. Learn more about the essential elements of your IR plan in our eBook, Investor Relations Primer: The Basics of an Effective Plan.
Guide to Selecting a Winning IPO Team
The road to an IPO is exciting, but it’s critical to be prepared for the challenges ahead. The right team of bankers, analysts, and institutional sales representatives can guide you through the process and help you execute a successful IPO. As you begin your journey, download our eBook, Guide to Selecting a Winning IPO Team, to start identifying the right individuals and institutions to work with your company.
Insider’s Guide to Investor Relations
Executives of public companies balance enormous responsibilities, from meeting the expectations of analysts and investors to managing unique legal and regulatory burdens. This comprehensive guide offers detailed insight on everything you need to know to build positive relationships on Wall Street and drive value for your shareholders. Download our complimentary eBook, Insider’s Guide to Investor Relations, for our team’s insights on all things IR-related.