Mid-year is the perfect moment to review the results of your investor relations (IR) activities and plan for the next two quarters to ensure a successful second half of the year. Reflection combined with recalibration enables you to improve marketing efforts, as well as tweak how you present and share your company’s story.

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.