
The Program Audit
Why is the Message Identifier appropriate for your company?
COMPANIES WISHING TO LIST
In preparing for your listing, it is critical that your corporate message is well-developed and tells a compelling story. It should be a message that causes investors to sit up and beg, "Tell me more." Christensen will review your corporate documents and interview management, identifying your primary messages. We will work with your investment bankers to ensure that your key messages are clear and management well-positioned to communicate with investors.
LISTED COMPANIES
Every investor wants to be convinced of the "Why invest?" With Christensen's assistance, there will be no doubt. With a clear, compelling and persuasive message developed by our senior consultants, your company's reputation and brand equity is strengthened. Investors are left with the impression that "our money is better placed with this company than anywhere else."
What is the Message Identifier?
In every relationship, the getting-to-know-you stage is critical. The same is true in relationships between corporations and their investor relations consultants. With Christensen, we are dedicated to understanding your company's business, vision, strategy, priorities and investment case and how management perceives your company today and into the future. With that knowledge, Christensen will equip your company with key investor messages, your foundation to ensure you communicate powerfully, leading to effective and successful investor exposure.
Why is the Message Identifier appropriate for your company?
COMPANIES WISHING TO LIST
In preparing for your listing, it is critical that your corporate message is well-developed and tells a compelling story. It should be a message that causes investors to sit up and beg, "Tell me more." Christensen will review your corporate documents and interview management, identifying your primary messages. We will work with your investment bankers to ensure that your key messages are clear and management well-positioned to communicate with investors.
LISTED COMPANIES
Every investor wants to be convinced of the "Why invest?" With Christensen's assistance, there will be no doubt. With a clear, compelling and persuasive message developed by our senior consultants, your company's reputation and brand equity is strengthened. Investors are left with the impression that "our money is better placed with this company than anywhere else."
What is the Message Identifier?
In every relationship, the getting-to-know-you stage is critical. The same is true in relationships between corporations and their investor relations consultants. With Christensen, we are dedicated to understanding your company's business, vision, strategy, priorities and investment case and how management perceives your company today and into the future. With that knowledge, Christensen will equip your company with key investor messages, your foundation to ensure you communicate powerfully, leading to effective and successful investor exposure.
Why is the Program Audit appropriate for your company?
COMPANIES WISHING TO LIST
Before you list, we recognize that you will not be ready for The Program Audit. However, Christensen will work with you and your advisors to ensure your messaging, communications materials, website and investor relations procedures and processes are first class. We will also ensure that your executives and investor relations team are fully trained and ready for life as a public company.
LISTED COMPANIES
How much time have you been able to put into investor relations? Do you have the right communications materials to attract the attention of investors? How well organized is your investor targeting and reporting? Are you sure your governance framework and policies are compliant? Knowing that you are communicating effectively, targeting the right individuals, that you are efficient, have reduced your workloads and have allocated costs appropriately will provide you with peace of mind and confidence.
What is The Program Audit?
Every company has questioned at some point whether their investor relations program is what it should be, whether they are missing something significant or how to transform it into an award-winning program. With Christensen, every aspect of your investor relations program is reviewed, staffing and reporting relationships, the company website, printed materials, your outreach programs and your corporate governance framework. Recommendations that are realistic and prioritized for the size and goals of your company are created, laying out a clear path to success.
Why is the Program Planner appropriate for your company?
COMPANIES WISHING TO LIST
Listing is a challenging, stressful and sometimes confusing process. At the outset, you may be asking yourself what is investor relations about and why is it important to our company? You may be lulled into thinking that it is not important or is a luxury. At Christensen, our team knows that starting early gives peace of mind and clarity, and ultimately leads to a higher market valuation and broader recognition in the financial markets. Christensen will assist you to create the framework you need to perform effectively as a public company after listing. We will work closely with your accountants, lawyers and bankers to ensure your investor and media relations programs are strategic, focused and compelling to assure you are prepared for the opening bell.
LISTED COMPANIES
Each significant effort requires an action plan to bring it to life. No matter how long your company has been public, every professional needs to define objectives, monitor progress, recognize success and adjust for unforeseen changes and challenges. Investor relations certainly falls into this category and requires an operating plan to guarantee success. Christensen performs IR plan audits and assists companies in creating tailored IR programs that mirror corporate objectives and optimize corporate budgets.
What is the Program Planner?
In order to create the right plan for your company, your corporate objectives need to be clearly defined, goals set and measurables determined. Christensen works with you to create your plan and timelines in tune with your corporate calendar. We will help you develop an external and internal communication plan, determine the most appropriate and effective corporate speakers, create your press release strategy, organize vendors and take care of all the details necessary to fulfill your goal of developing a strong, results-oriented investor program.
Why is the Communications Kit appropriate for your company?
COMPANIES WISHING TO LIST
One of the most important pre-listing activities is to develop compelling investor communications materials. Management may not have public markets experience and is, therefore, uncertain how to structure, design and write a compelling message for a new, highly educated audience. What creates the difference between messages that are material, compelling and relevant to those that are promotional or repetitive? Christensen will work with you to ensure your messages are read and not discarded.
LISTED COMPANIES
The task of drafting the essence of your story in a clear, concise, compelling manner can be a challenge. Many companies never quite get it right. Is your story communicated in a way that makes an instant positive impression? Your Christensen team knows how to hit all the right buttons, causing the investor community to beg to know more.
What is the Communications Kit?
Think about the number of places where your company story is told - annual reports, chairman letters, quarterly earnings releases, press releases, conference call scripts, Fact Sheets, presentations and website. Are these a true representation of your company's vision and goals? Is your story focused and consistent? Does it really portray your corporate vision and strategy and your management's ability to deliver? The importance of telling a compelling story consistently cannot be overemphasized. Christensen knows how to identify the key messages and help you to communicate them consistently and powerfully through every communication vehicle. Whether you are looking for first drafts or reviews and edits, Christensen is your communications solution.
Why is the Audience Identifier appropriate for your company?
COMPANIES WISHING TO LIST - INSTITUTIONAL
As you prepare to become a listed company, you will come into contact with many types of investors in various meetings. How do you know if they are quality investors? How do you know which investor is the "best fit" for your company? Are the banks introducing you to the best prospects? How can you discern between curiosity and genuine interest? With years of experience dealing with the financial community, your Christensen team will work with your listing advisors, providing you with those answers and more.
LISTED COMPANIES - RETAIL
At Christensen, we recognize that private investors including employees, wealthy individuals, small private investors, investment advisors, institutions with high-net-worth portfolios and investments clubs are an important part of your shareholder base that provides stability to your stock price. Christensen has developed a number of retail programs customized to its clients' size, listing and budgets.
LISTED COMPANIES - INSTITUTIONAL
Have you ever wondered if your company story is falling on the wrong ears or if there may be a group of investors out there who would be more interested in your message? Christensen will help you develop a customized program based on your financial market footprint including your domestic and secondary listings, stock price performance, capitalization, liquidity, float, growth profile and financial performance. With Christensen, you can rest assured that your time is well-spent with investors who will immediately attach to your story and based on timing, become those highly desirable shareholders that you seek.
What is the Audience Identifier?
COMPANIES WISHING TO LIST - INSTITUTIONAL
By providing validation of the quality of meetings and supplementary targeting of new investors, Christensen acts as an advisor to you in working with the banks and preparing for your roadshow. With the listing, it is important to understand who your new shareholders are and what type of investor is interested in your company. Setting up an efficient contact management system, which features an automated phone-in reporting option, is the service that will set you on the right course in the public-company world.
LISTED COMPANIES - RETAIL
Most public companies rely to some extent on high-net-worth and private investors to maintain stability in their stock price and enhance liquidity. Retail investors will usually hold shares in your company longer than many institutional investors. However, the right target audience varies significantly depending on your financial market footprint including your listing, market capitalization, stock price, liquidity and float.
The Christensen team knows which independent financial advisors, brokerages, broker magazines, retail conferences, newsletters, Internet, investor contacts, investment clubs and financial analyst organizations provide the best forums for you at a price that meets your budget.
LISTED COMPANIES - INSTITUTIONAL
A shareholder analysis not only tells us who is buying your stock, but where there might be up-sell opportunities. By studying who owns your peers and similar companies, we are able to leverage a wider range of contacts. But it doesn't stop with identifying the firm, the decision maker must be located and their interest level validated. An extensive "behind the scenes" targeting and outreach effort is conducted by Christensen on your behalf with the right investment profiles. This assures that when those selective one-on-one visits are made, they are the right meetings for you.
Why is the Corporate Trainer appropriate for your company?
COMPANIES WISHING TO LIST
Communicating with the investment community for the first time can be daunting. Executives of public companies are scrutinized by investors, the media, professional advisors, exchanges and securities regulators. Are you confident that your speaking skills, media interview capabilities, knowledge of investor relations practices and understanding of disclosure rules and regulations are good enough to meet the public eye? Whether you are scheduled for a group investor meeting, a one-on-one with an analyst or an in-print, online or broadcast interview, Christensen will help you prepare a delivery that intrigues the audience and allows them to capture your key messages. Ensure your success by providing your executives with the tools and confidence that allow them to excel in representing your business as a listed company.
LISTED COMPANIES
Are you in the limelight for the first time or are you like most experienced executives who feel that a refresher is a good thing? It is imperative that every company spokesperson understands corporate disclosure objectives, strategy, policy and practice. It can be challenging staying abreast of changes in regulatory rules and practices in the financial markets. Christensen will inform you of critical regulatory information, polish your speaking skills and provide you with the tools necessary for dealing with the media effectively.
What is the Corporate Trainer?
Christensen provides educational seminars available to both senior management and investor relations professionals. Using an interactive Q & A session, trainees will be videotaped and participate in a self-critique exercise.
Christensen's training will help you deliver powerful messages, answer questions that are designed to sabotage you and turn negative questions into positive responses. For live TV, tips on what to wear, how to sit and where to look are important reminders for everyone. Disclosure training provides you a detailed review of regulatory frameworks, their applications and real-life situations for your business. Our investor relations training programs provide those new to IR with a complete overview of the IR function and process.
Why is the Meeting Organizer appropriate for your company?
COMPANIES WISHING TO LIST
Investor meetings surrounding your IPO will be arranged by the investment bankers who are participating in your listing. However, it is important at this time to analyze the quality of your meetings and organize a contact management system to begin building your meeting history as a listed company. Christensen will guide you through this process and provide you with the confidence and knowledge you need to understand your investor audiences.
LISTED COMPANIES
Do you have the luxury of time? Not many do. Once investors and prospects have been identified, the need to meet becomes urgent. So many people and so little time. Arranging meetings with conference organizers, investment clubs and retail and institutional investors can be time-consuming. Christensen will take the daily headache away from you by managing your meeting program and assisting you in building those highly desirable long-term relationships with the financial community.
What is the Meeting Organizer?
During the calendar year, there are many types of meetings that present themselves as opportunities to improve your visibility and stock price. There are multiple conferences, retail investor luncheons, one-on-one meetings and field trip opportunities. With Christensen, your worries are minimized. Timelines and logistics, briefing profiles, on-site assistance and a feedback report from attendees are all delivered by Christensen's experts in the field, leaving you free to build relationships with your audiences.
Why is the Contact Manager appropriate for your company?
COMPANIES WISHING TO LIST
It is important to create a contact list as you are preparing to become listed. How valid are your lists today? Are they scattered in e-mails, Excel spreadsheets or in a stack of business cards? Let Christensen organize your list in a user-friendly, confidential and secure database accessible on the Internet.
LISTED COMPANIES
Are you certain that every significant contact you have met is on your distribution list to receive your press releases, newsletters, Fact Sheets and presentations? Do you have a list of current investors? Do you have a list of repeat visitors to your website and a list of e-mail alert subscribers? If you are meeting a potential high-net-worth investor, would you remember when you last met and what their investment criteria were? Christensen believes that every contact worth meeting is worth remembering and noting, the good, the bad and the ugly.
What is the Contact Manager?
Your contact list is like gold. It provides assurance that you are on top of your relationship management by collecting the history of your meetings. Christensen will manage your contacts for you, keeping the list clean and updated. We will maintain your current and potential investor lists, using our customized contact management system (CMS), which is designed to allow you to update your own information online or, if you prefer, let us take the burden off you and enter your data, using our proprietary Hot Line technology. A well-organized CMS is critical to identifying and building your audience.
Why is the Intelligence Maximizer appropriate for your company?
COMPANIES WISHING TO LIST
Pre-listing intelligence-gathering opportunities are limited. However, being prepared with a feedback questionnaire to use immediately after listing is an important step to understanding your new shareholders and why other investors have yet to be convinced. Christensen will create the questionnaire prior to your listing, then gather the responses, analyze the comments and prepare an executive summary report for you.
LISTED COMPANIES
You are confident that you understand the investment community's views of your company. Yet your stock price is languishing and there seems to be little understanding of your growth plans. Perhaps your knowledge of the financial community's perceptions is based on a small sampling of analysts. Or perhaps your investors would be more open and candid, talking to a neutral third party. Christensen has perfected the art of gaining true insight from the investment community, enabling the company to improve its external communications and enhance shareholder value.
What is the Intelligence Maximizer?
Perception research comes in a variety of packages with one single goal in mind, to provide the company with knowledge and constructive criticism from its investors and analysts. The study can be major in scope with a focus on topics, such as strategy and risk, or it can be shorter and focused on a specific issue, such as quality of communications, valuation, dividend policy, corporate governance or the success of an investor day. Whatever the topic, the insight gained from Christensen's market intelligence group is an essential tool in message development and optimizing communications.


