PUBLIC COMPANY PREPAREDNESS
Private companies can significantly increase their opportunity to establish credibility and secure a fair valuation faster by building the skills, processes and framework needed to successfully execute as a public company, well in advance of the IPO. At Layton Investor Relations, we advise clients looking to progress from private to public to gradually evolve the internal operations and add expertise that will best support a successful transition. Our process reduces stress, builds confidence, gradually integrates new public company operating costs and enhances the opportunity to attract quality shareholders quickly.
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Budgeting and financial forecasting
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Accounting close process and timeline
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Data management
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Risk assessment and internal controls
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Key performance indicators and metrics
TARGETING AND ENGAGEMENT
Layton Investor Relations creates effective annual investor engagement strategies that allocate the appropriate amount of time, with the right investors, using an optimal combination of engagement forums to maximize your visibility.
Our engagement and targeting strategies continuously evolve to reflect the changing dynamics in the macro environment. How and where investors engage today is much different from the way they engaged just five years ago. Our agility and customized service model empower us to leverage current trends to achieve the best results for your company.
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Customized investor targeting strategy
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Existing shareholder engagement plan
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Investor conferences
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Non-deal road shows
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Webcasts
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Investor days
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Analyst events
MESSAGING
Layton Investor Relations creates messaging that clearly articulates your company’s strengths and potential in an easily understandable format.
Our messaging strategy begins with the core principle know your audience. Investors and analysts are often busy with heavy workloads and providing clear and concise messaging captures and retains their attention. Layton Investor Relations accomplishes this by providing pertinent information investors need and want to initiate or increase an investment in your business.
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Earnings call materials
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Investor decks
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Shareholder letters
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Financial press releases
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Social media posts
COMMUNICATIONS
Facilitating the two-way flow of information between management teams and investors is a critical function. This includes keeping the management team apprised of feedback and opinions from investors and regularly providing relevant information regarding the macro environment, industry news and competitor announcements. We incorporate the overwhelming amount of available information in a way that maximizes the utility of the content you receive and minimizes the amount of time you spend digesting it.
MANAGEMENT AND BOARD ADVISORY
The investor relations function has a high degree of flexibility and optionality when it comes to decision making. Decisions frequently rely on experience and historical knowledge over hard coded rules. Insight from a seasoned investor relations professional enables clients to successfully navigate through the gray area.
When providing clients and their board with recommendations or advice, we clearly articulate the why behind the recommendation, the historical data or experience relied upon for support, alternative options, the risks associated with each and the expected benefits. With this knowledge, our clients and their board become empowered to make well informed decisions resulting in better outcomes.