Services


Value Creation Services

 

Specific services offered relative to value creation include development and oversight of all corporate investor relations activities including;

  • Establishing investor relations programs

  • Comprehensive review of existing investor relations programs

  • Messaging / gap analysis

  • Investor presentation development

  • Earnings calls and related materials

  • Dealing with shareholder activists

  • Analyst days

  • Investor targeting / capital raising (debt or equity)

  • Integrating investor relations into strategy

  • Investor relations board reporting

  • Providing interim investor relations assistance

  • Business and strategic planning

  • Corporate finance

  • Performance of other finance / strategy special projects.


Value Protection Services

 

Specific services offered relative to value protection include development and implementation of comprehensive enterprise risk management (ERM) programs including;

  • Establishing ERM programs

  • Comprehensive review of existing ERM programs

  • C-suite, board & risk committee ERM presentation development

  • Risk register development

  • Risk surveys / measuring risk

  • Developing risk dashboards

  • Risk & strategy analysis

  • Identifying emerging risks

  • Integrating ERM into company culture

  • Documenting Tier 1, 2 & 3 risk drivers & mitigations

  • Providing interim ERM assistance

  • Global treasury management

Oversight of all corporate risk management activities including insurance renewals, participation in insurance due diligence for mergers, acquisitions and divestitures and performance of other risk management special projects.