June 21st, 2018
Transaction Fee Pilot: A Primer
BACKGROUND WHAT: In March 2018, the SEC issued a proposed rule, Rule 610T of Regulation NMS that would create a...
Our Commitment
- Strategic Investor Relations
- Compelling Stakeholder Narrative
- Deeper Investor Engagement
Services
-
Strategic IR
An effective investor relations program is critical to optimizing a company’s stock valuation over the long term. To achieve this goal, companies need to go beyond tactical compliance in today’s investment environment.
-
ESG Elevate Program
ESG Elevate Program In today’s market, companies that demonstrate Environmental, Social and Governance (ESG) savvy will have a clear advantage as they engage with the Street. Demand for strong ESG ratings can no longer be ignored as more portfolio managers…
-
Outsourced IR
A robust investor relations program is critical for optimizing a company’s stock valuation over time. It is especially true for small-cap companies, which are getting less attention from the sell-side.
-
Corporate Communications
A clear and concise positioning strategy helps attract analysts and portfolio managers by highlighting the investment merits of a company’s stock and addressing potential obstacles to the investment.
-
Perception Studies
Insight into investors’ thoughts about a company and its stock are critical to building an effective financial communications program. Understanding investors’ views helps to identify any gaps in perception.
-
Shareholder Base Analysis
Accurate Shareholder Analysis Drives Investor Relations Strategy The rise of passive investors in the market has profoundly changed many companies’ shareholder base makeup. To optimize investor messaging and engagement, companies must understand how to best communicate and identify with active…
-
Investor Days
An investor day is an excellent forum in which to deliver an in-depth view of a company’s business strategy and path for increasing shareholder value. Properly executed, an investor day generates ROI.
-
M&A Communications
Clermont Partners approaches transaction communications from the position of evaluating value, success and continuity over the long term, with an informed, research-based focus.
-
Shareholder Activism Defense
Hardly any public company today is immune from shareholder activism. Now a bona fide asset class, investors are pouring money into funds dedicated to pursuing an activist agenda.
-
Crisis Communications & Preparation
A company is unprepared to manage communications about an emergency or controversy that prompts significant news coverage and public scrutiny. Such events have the potential to damage a company’s reputation.
-
Compelling Investment Narratives
Clear, Research-Driven Positioning Deployed in Communications Materials The cornerstone of a compelling narrative is a clear positioning and messaging strategy that crystalizes a company’s investment thesis. Executed successfully, the narrative attracts investors willing to bid up the stock price as…
-
Investor Targeting & Engagement
Unique Fundamental Analysis Identifies Best-Fit Targets Clermont Partners uses a unique approach to investor targeting and engagement that delivers a stronger ROI than quantitative online targeting services or relationship-based (aka ‘fee-based’) corporate access meetings arranged by the sell side. We…
