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Building Support for a Large Transaction
Building Support for a Large Transaction

Ensure Wall Street understands and agrees with rationale related to a transformative transaction

The Situation

A digital media company was preparing to announce a transformative acquisition intended to significantly enlarge the client’s market opportunities and geographic footprint, expand its product portfolio, enhance its technology and strengthen its management team and organizational infrastructure. In addition to strategic and operational considerations, the transaction contained complexities in its structure, valuation parameters and combined company economics that required careful and clear explanation to investors and analysts.

LHA’s Solution

LHA developed and executed a comprehensive communications plan:

  • Constructed a timetable covering preparatory activities and day-of disclosure activities.
  • Developed messaging and supporting metrics to properly position and accurately describe the acquired company’s business fundamentals, benefits to our client’s growth strategy and the combined company business model.
  • Drafted, iterated and finalized press releases announcing the definitive agreement and the completion of the acquisition.
  • Drafted, iterated and finalized conference call prepared remarks and accompanying slides.
  • Developed and finalized transaction talking points and FAQs.

LHA’s Results

After disclosing the transaction, the company’s covering analysts wrote favorably and supportively about the transaction and its shareholders responded positively.  LHA then worked with management to evolve the company’s investment thesis and investor presentation, incorporating the strategic, operational and financial benefits for the transaction, and devised and implemented a plan to introduce the new CEO to the company’s Wall Street sponsors.

LHA Investor Relations is a leading strategic IR consulting agency. We partner with public and private companies to craft and implement effective, custom-designed IR programs that incorporate industry best practices. We are a leader in investor relations for small-cap companies for over 30 years. In implementing IR programs that build trust and transparency between our clients and Wall Street, we support capital market objectives by increasing awareness, managing expectations and enhancing reputations.

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