Our overseas client, a micro-cap (defined as public companies under $300 million in market cap) just completed their first in-person non-deal roadshow for 2023 on the East Coast this week. Here is what we learned on this esssential IR program when targetting and meeting with investors.

As the end of summer draws near, and the year-end push begins, don’t forget to include IR in strategic planning discussions. We often hear Investment Relations Officers (IROs) are not invited to the table. Major mistake. IROs are your frontline offense and backline defense. At their core, they are relationship builders— interacting with external stakeholders, shareholders, analysts, and portfolio managers.

As the Coronavirus fades into our rear-view mirror, the shift to in person events is underway. While the cost effectiveness of Zoom meetings can’t be beat, there is nothing like a day of investor meetings which can ultimately can save you time and money.