Project: Investor Relations Strategy

Client:      

$10b Energy Retailer
Results:     

Successful investor day that drove ~15% increase in analyst valuations of the business
What We Did:
  • Audited existing investment research to clearly identify existing perceptions and identify information gaps
  • Worked closely with line management to understand opportunities and risks facing the business
  • Leveraged understanding of business conditions and valuation methodologies to recommended disclosure of revised performance metrics
  • Prepared half-day presentation to be delivered by senior executive team