Real Results, Real Impact

Client Success Stories

Discover how we've helped fast-growing companies overcome challenges, expand their investor base, and achieve significant market valuation improvements.

320%
Average Volume Increase
62
New Institutional Investors
132%
Average Price Appreciation
100%
Client Satisfaction Rate
Case Study 1

Mining & Natural Resources

!The Challenge

Junior mining company with promising exploration results but struggling to attract institutional capital. Limited visibility in the investment community and trading at significant discount to peers despite superior asset quality and management team.

Our Solution

Developed comprehensive IR strategy including investor targeting focused on resource-specialized funds, non-deal roadshow program to key mining conferences, quarterly update management, and enhanced digital presence. Created compelling investment narrative highlighting resource potential, management track record, and strategic positioning.

The Results

  • Trading volume increased 340% within 12 months
  • Attracted 8 new institutional investors representing $4.2B in AUM
  • Stock price appreciation of 127% over 18-month engagement
  • Analyst coverage initiated by two boutique investment banks

Key Metrics

Volume Increase
340%
New Institutions
8
Price Appreciation
127%
Timeframe
18 months

Client details anonymized to protect confidentiality. Results are representative of actual client engagements.

Case Study 2

Industrial Manufacturing

!The Challenge

Family-owned business transitioning to public markets facing activist investor pressure and negative media coverage. Management team had limited experience with public company communications and investor relations best practices.

Our Solution

Implemented crisis communications strategy, developed proactive investor outreach program, and provided coaching for management team on public company protocols. Established regular communication cadence with key shareholders and created transparent reporting framework.

The Results

  • Successfully defended against activist campaign
  • Rebuilt institutional confidence with 12 new long-term holders
  • Improved quarterly earnings call participation by 250%
  • Achieved 'Outperform' rating from major research firm

Key Metrics

Volume Increase
180%
New Institutions
12
Price Appreciation
85%
Timeframe
24 months

Client details anonymized to protect confidentiality. Results are representative of actual client engagements.

Case Study 3

Energy & Utilities

!The Challenge

Independent power producer seeking to expand investor base beyond regional market. Limited resources for dedicated IR function and struggling to compete for attention against larger energy companies with established IR programs. Complex business model creating investor confusion.

Our Solution

Served as outsourced IR department, managing all aspects of investor relations including earnings preparation, roadshow coordination, website development, and investor database management. Simplified messaging around business model and cash flow generation. Leveraged energy-focused investor networks to build awareness in key financial centers.

The Results

  • Expanded institutional shareholder base from 3 to 18 holders
  • Facilitated $75M successful secondary offering
  • Increased analyst coverage from 1 to 5 firms
  • Average daily volume increased from 25K to 140K shares

Key Metrics

Volume Increase
460%
New Institutions
15
Price Appreciation
62%
Timeframe
30 months

Client details anonymized to protect confidentiality. Results are representative of actual client engagements.

Case Study 4

Consumer Technology

!The Challenge

High-growth small-cap company with strong fundamentals but poor market valuation. Significant disconnect between company performance and stock price. Management frustrated by lack of investor recognition despite consistent revenue growth and profitability.

Our Solution

Conducted comprehensive valuation analysis and competitive positioning study. Refined investment thesis and messaging to better articulate competitive advantages. Executed targeted outreach to growth-focused institutional investors and arranged multiple investor conferences and non-deal roadshows.

The Results

  • P/E multiple expansion from 8x to 14x
  • Attracted attention from 3 strategic acquirers
  • Institutional ownership increased from 22% to 47%
  • Featured in Barron's as undervalued growth story

Key Metrics

Volume Increase
215%
New Institutions
11
Price Appreciation
175%
Timeframe
20 months

Client details anonymized to protect confidentiality. Results are representative of actual client engagements.

Case Study 5

Specialty Chemicals

!The Challenge

International company with complex corporate structure and limited US investor understanding. Language and cultural barriers hindering effective communication with US investment community. Trading at significant discount to peers despite superior margins.

Our Solution

Developed US-focused investor communications strategy with clear, simplified messaging. Created comprehensive investor presentation and FAQ addressing common concerns. Established regular US roadshow schedule and built relationships with Asia-focused institutional investors. Implemented social media strategy for both US and Asian platforms.

The Results

  • US institutional ownership increased from 5% to 28%
  • Successfully completed $120M US listing and offering
  • Valuation discount to peers narrowed from 45% to 15%
  • Secured coverage from 4 US-based analysts

Key Metrics

Volume Increase
520%
New Institutions
16
Price Appreciation
210%
Timeframe
36 months

Client details anonymized to protect confidentiality. Results are representative of actual client engagements.

Ready to Write Your Success Story?

Every company faces unique challenges. Let's discuss how our bespoke IR solutions can help you achieve your market potential and deliver the 200% value proposition.