Market Intelligence and Investor Outreach

Cultivating relationships to catalyze action

With more than 10,000 public companies vying for Wall Street’s attention, identifying, attracting and keeping investors is critical to IR program success. LHA’s market intelligence team and professional staff continually work to cultivate new shareholders and sell-side analysts for our clients, while facilitating relationship-building and constructive dialogue.

  • Shareholder Analysis
    At LHA, we understand a stock's trading characteristics and a client’s valuation are strongly influenced by the ownership of its shares. We start each client relationship with an in-depth analysis of the company's and its industry peer group’s shareholder bases, and the historical trends in both. We do this so we can properly classify Wall Street’s perception of a client's stock and construct effective outreach programs. We update this analysis quarterly to optimize the alignment between a client's messaging, its desired shareholder base and our targeting efforts.
  • Investor Targeting
    LHA's targeting efforts are grounded in two decades of market intelligence experience in matching clients with the most appropriate buy-side analysts, portfolio managers, sell-side analysts and retail stockbrokers. Based on crucial factors such as size, sector, track record, investment style and peer holdings, we target the audiences most likely to be interested in a given company.
  • Road Shows and Meetings
    Whether LHA is organizing an extensive, nationwide road show, a one-off meeting at a client’s headquarters or a series of introductory conference calls, we combine our market knowledge with extensive research on qualified targets. In a typical year, our market intelligence team sets more than 2,000 one-on-one meetings with the securities analysts, institutional investors and bankers we identify as being the most appropriate for our clients' stories. We provide 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.
  • Investment Conferences
    Leveraging LHA's many relationships with investment bankers and sell-side analysts, we constantly seek opportunities for our clients to present at appropriate industry and growth investment conferences. Equally important, we prepare presentations that persuasively showcase our clients' stories and shoulder the logistics required for a successful conference.
  • Trade Shows
    Trade shows draw research analysts, investors and reporters who are looking for new investment ideas, competitive intelligence and news. To leverage our clients' attendance at such events, we develop event-specific target lists, create investor awareness of managements’ attendance and arrange introductions.
  • Analyst and Investor Days
    Developing a successful event requires a great deal of preparation. 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 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.
  • Perception Audits
    Gaining an in-depth and unbiased view of how a company is perceived by the investment community is valuable in refining messaging and program activities. It also provides a benchmark against which progress is measured. LHA is highly accomplished in determining who to audit and developing the questions to ask. Our work culminates in a report and often a presentation to management, including unfiltered observations, a summary of findings and recommendations.
  • Investment Community Feedback
    We view investment community feedback as the "quality control" of investor relations – an invaluable way to assess the effectiveness of our clients' communications and investor relations activities. Whether subsequent to specific events such as meetings and conference calls or on a less formal, ongoing basis, LHA routinely follows up with investors to assess Wall 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 unfiltered responses - both favorable. feedback and investor concerns - to management, with actionable recommendations that will enhance our clients’ investor relations programs going forward.