With more than 10,000 public companies vying for the attention of the investment community, identifying, attracting and keeping those investors who can provide the greatest level of support is key. LHA continually works to cultivate new shareholders and sell-side analysts for our clients, actively encouraging our CEOs to build relationships with investment professionals - just as they do with new customers. In a typical year, we arrange more than 1,000 one-on-one meetings with the analysts and investors we identify as being the most receptive to our clients' stories and the most appropriate for their shareholder base. We also provide detailed reports on our outreach efforts along with candid feedback from sell- and buy-side targets, so the effectiveness of our approach and the story's traction can be measured.

  • Shareholder Analysis
    Who owns a company's stock and why? At LHA, we understand a stock's trading characteristics and valuation are strongly influenced by the distribution of its shares. We start each client program with an in-depth analysis of the shifts and trends in the company's and peers' shareholder bases - insiders, retail and institutional - and of their institutional shareholders' investing style so we can properly gauge the Street's perception of a company and construct effective outreach programs. We update this analysis quarterly to optimize the alignment between a client's messaging, its optimal shareholder base and our targeting efforts.
  • Targeting
    No matter how well crafted, a company's investment appeal will be lost if delivered to the wrong audience. LHA's targeting efforts are intelligence-driven - based on two decades of experience in matching our clients with the most appropriate buy- and sell-side institutions, analysts, portfolio managers and retail brokers. Based on crucial factors such as size, sector, track record, investment style and peer holdings, we pursue the buyers most likely to be interested in a given company.
  • Road Shows and Meetings
    Whether we're organizing an extensive, nationwide road show, a one-off meeting at a company's headquarters or a series of introductory conference calls, LHA combines our market knowledge with extensive research on qualified targets. We provide our clients with detailed background information on all meeting participants, as well as our own insights on their investment parameters, level of interest and potential for support.
  • Financial Conferences
    Participation at the right financial conferences is an effective way for companies to increase their visibility on Wall Street. Leveraging LHA's many institutional relationships in the banking industry, we constantly seek opportunities for our clients to present at appropriate industry and growth conferences. Equally important, we prepare presentations that persuasively showcase our clients' stories and shoulder the burden of the many logistical arrangements required for a successful conference.
  • Trade Shows
    Trade shows draw research analysts, buy-side analysts and reporters who are looking for new investment and story ideas. To leverage our clients' attendance at such events, we develop event-specific target lists, create awareness of management's attendance at the event and arrange a schedule of introductions.
  • Analyst and Investor Days
    A well-run Analyst and Investor Day is an effective and efficient forum for fostering relationships with the financial community. Developing a successful event requires a great deal of preparation as Analyst and Investor Days go beyond the scope of ordinary investor presentations, offering greater access to management and industry experts; an in-depth look into a company's business model, strategy and operations; and, in many cases, facilities tours. An experienced event manager, LHA partners with companies to determine the most auspicious timing for their Analyst and Investor Day, identify the right target audience, prepare compelling presentations and collateral materials and follow up after the event. Working with our clients each step along the way, we produce an Analyst and Investor Day that exceeds everyone's expectations.
  • Feedback
    We view feedback as the "quality control" of investor relations - an invaluable way to assess the effectiveness of all our clients' communications and IR practices. Whether after specific events such as meetings and conference calls or on a more general basis, LHA routinely follows up with investors to assess the Street's perception of a company, identify "disconnects" between our clients' messages and investors' views, and uncover issues management should address in future communications. We're equally disciplined about relaying that feedback - both good and bad - to management, with actionable recommendations that will enhance their IR programs going forward.