Finsight- Delivering an effective, customised IR plan
Finsight understands that every firm is different. Different strengths, different constraints, growth stages, different challenges, different future. And that’s where their differentiated proposition emanates from.In today's markets, "numbers" tell only part of the story. As advisors to senior management, we develop an in-depth understanding of where your company is and then craft a compelling story about where you're going. We can help you apply best practices to earn a premium valuation.
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Finsight designs a comprehensive plan suited to each client's characteristics, but with the same broader objective of improving shareholder value. What this implies is that we do not send you a proposal that we sent to the last target firm. It means we listen to you, understand your business and the challenges vis-à-vis the capital markets and only then prepare the IR strategy. We draw upon our long capital markets experience and our unmatched breath of relationships on a cost-effective basis. Our approach involves:
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Working with the top management to forcefully articulate a company's business strengths and intrinsic value
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Creating communications tools that are informed by deep understanding of our clients' businesses and investors’ philosophies
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Providing management with top-quality intelligence about how they are perceived by the investment community
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Advising based on years of experience with dozens of public companies and institutional investors
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Carefully designing communications strategy for improving valuation, reducing share price volatility, and building long-term relationships with different sets of institutional investors
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A pro-active approach to disclosure for focused message as well as effectively dealing with market whispers
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Using top management time effectively to build a rewarding relationship with shareholders and investment professionals
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Engaging with current and prospective investors proactively to make them long-term investors
While a lot of the work is qualitative in nature, as it should be, we believe that the plan ought to have measurable deliverables which are pre-agreed upon. A sample IR plan deliverables would look something like this:
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