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Using Investor Relations to Maximize Equity Valuation

توضیحات

Using Investor Relations to Maximize Equity Valuation

"Ryan and Jacobs provide a much-needed and valuable road map that should help CEOs and CFOs navigate the capital markets landscape. Not only do they address the traditional Investor Relations responsibilities, but also the often misunderstood relationships between the sell-side analyst, investment bankers, capital markets, and buy-side investors that company management often don't see."
—William Schmitt, Senior Equity Analyst, CIBC

"By employing former analysts as investor relations specialists, Integrated Corporate Relations (ICR) has raised the bar in the investor relations field."
—Patrick McCormack, CFA, Portfolio Manager, Tiger Consumer Partners, LP

"The team at ICR has created an important, strategic, value-added service for management teams as well as Wall Street investors and analysts. Their capital markets experience, vast sector knowledge, and wealth of relationships allow them to play a dynamic role that is unparalleled in the investor relations and corporate communications industry."
—Joe Teklits, Director, Sr. Research Analyst—Apparel and Retail, Wachovia Capital Markets, LLC

"We've found that ICR truly delivers superior, strategic investor relations counsel due to their high-level capital markets backgrounds. They assess every situation with an eye on long-term equity value, and for that reason, their viewpoint syncs perfectly with our Board of Directors and management. Unlike many firms that claim superior knowledge in the field, ICR actually wrote the book."
—Rick Rosenfield, co-CEO of California Pizza Kitchen


THOMAS M. RYAN is the cofounder and co-CEO of Integrated Corporate Relations. Tom was a managing director in the equity research department of BT Alex. Brown. He has participated as lead or co-manager on at least $5 billion worth of investment banking transactions, including bank financing, high-yield debt, equity, and M&A transactions. Tom has often been quoted in the New York Times, the Wall Street Journal, Investor's Business Daily, International Herald Tribune, and the Wall Street Transcript. He has been a featured expert on CNNfn, CNBC, Money Talk (PBS), WNYC TV, and Bloomberg Television.

CHAD A. JACOBS is the cofounder and co-CEO of Integrated Corporate Relations. Before cofounding ICR, Chad was a vice president and managing director in the equity research departments of BT Alex. Brown and, before that, Ladenburg Thalmann. Chad has been the focus of stories in USA Today, POV, the Wall Street Journal, Investor's Business Daily, Women's Wear Daily, Daily News Record, Footwear News, Transworld Snowboarding, and Action Sports Retailer. He also served as a roundtable member on CNNfn and as a featured guest on ESPN2.

Preface: A Brave New World of Investor Relations.

Introduction: A New Approach and Why It’s Important.

PART I: CAPITAL MARKETS AND ITS PLAYERS.

Chapter One. The Capital Markets and IR.

Chapter Two. The Sell-Side Disclosed: Who They Are and What They Do.

Chapter Three. The Buy-Side: Institutional and Retail Investors.

Chapter Four. Employees, Suppliers, Customers.

Chapter Five. The Media.

Chapter Six. Global IR.

PART II: POST BUBBLE COMMUNICATIONS; Events In The Markets and The New World of IR.

Chapter Seven. Greed Is Good—90's Style.

Chapter Eight. Of Rules and Regulations.

Chapter Nine. Post Bubble Reality.

Chapter Ten Of Reason, Renewal and Honesty.

PART III: INVESTOR RELATIONS: THE FUNDAMENTALS; Traditional IR And The Need For Change.

Chapter Eleven. Traditional IR: What It Is, and Why It’s Not Enough.

Chapter Twelve. Staffing and Sourcing The New IR.

Chapter Thirteen. Grasping The IR Evolution.

PART IV: INVESTOR RELATIONS: MAXIMIZING EQUITY VALUE.

Chapter Fourteen. Positioning IR to Succeed.

PART V: DEFINITION.

Chapter Fifteen. The IR Audit.

Chapter Sixteen. Excavating Value Post Audit.

PART VI: DELIVERY.

Chapter Seventeen. From Definition To Delivery.

Chapter Eighteen. To Guide or Not to Guide, That Is the Question.

Chapter Nineteen. Targeting the Audience.

Chapter Twenty. Integrating with PR.

Chapter Twenty-One. Infrastructure/Disclosure Check.

Chapter Twenty-Two. Delivering The Goods.

PART VII: DIALOGUE.

Chapter Twenty-Three. From Delivery to Dialogue.

Chapter Twenty-Four. Maintaining and Building Relationships.

Chapter Twenty-Five. Meeting The Street.

Chapter Twenty-Six. Event Management.

Chapter  Twenty-Seven. The Banker Mentality.

Conclusion: A Call for Change.

Appendix A: Two Press Releases.

Appendix B: The Conference Call Script.

Appendix C: Velocity Inc. 2004 Investor Relations Plan.

Index.