| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Company Name | Website | IR Services Direct Link | Clients | Phone | Location or HQ | Link: Case Study | Link: Other | Client Review/Testimonial | Other Notes | ||||||||||||||||||||||||
2 | Addo IR | https://addoir.com/ | https://addoir.com/our-services/investor-relations-services/ | contact@addo.com | 310-829-5400 | Los Angeles, CA | ADDO’s high touch investor relations support delivers turn-key IR programs including IR plan development and implementation, quarterly earnings support, visibility and marketing campaigns, transaction communications and capital markets insights and analysis. We will craft your story in a way that resonates with the Street through transparent and strategic communications. | |||||||||||||||||||||||||||
3 | Al Petrie Advisors | https://alpetrie.com/ | https://alpetrie.com/services/ | info@alpetrie.com | 973-908-0782 | Houston, TX New Orleans, LA New York, NY | With the right combination of internal energy company experience, financial modeling and capital markets backgrounds, and over 20 years of success as corporate advisors, our team has earned its reputation as a premier IR, financial and strategic analysis partner. We can help your company grow and develop at your pace and within your budget. Leverage our in-depth energy industry, financial markets and strategic analysis knowledge to improve your company's communication with the investment community and enhance your internal financial review and capital markets strategy processes. | |||||||||||||||||||||||||||
4 | Alpha IR Group | https://alpha-ir.com/ | https://alpha-ir.com/services/ | https://twitter.com/alpha_ir_group | info@alpha-ir.com | 312-445-2870 | Chicago, IL Boston, MA New York, NY | https://alpha-ir.com/experience/case-studies/ | Shareholder activism is on the rise, economic cycles have shortened, and in general the world is a much more complex place today than it’s ever been. IR is a necessity for public America. That is why we built the SMART IR platform to better service our clients and help them navigate change and complexity. Alpha IR provides feedback from investors on a quarterly basis. This may come in the form of a pulse check with investors around a critical issue, or may be as simple as reaching out to investors that recently met with the management team. The consistent flow of investor feedback helps us better hone our clients’ investor messaging and better prepare them for critical questions the Street may have in the future. | |||||||||||||||||||||||||
5 | Capital Market Access | https://www.capitalmarketaccess.com/ | https://twitter.com/capitalmarketsX | Optimize RX, GWR, Global Self Storage, QCI, Conversion Labs, OSS, Weyland Tech, Monaker, EasTower, Giftagram | engage@cma.team | (949) 432-7566 | Laguna Hills, CA | premier international capital markets advisory firm - not IR Engage an experienced and savvy team of 'force multipliers' like the seasoned capital market team at CMA. We will help you formulate the key messages that resonate with your target audience, and then deliver them with power, effectiveness and reach. Effective capital market access means tapping a proven source of qualified investors, analysts, money managers and bankers who look for investment opportunities like yours — those who understand your industry and get your value proposition. CMA grants you immediate access to a global network of key members of the financial community. who match your particular need and desired outcome. Combined with our proactive strategies for elevating your value proposition, your story will be propelled to the head of the pack. | ||||||||||||||||||||||||||
6 | Core IR | https://coreir.com/ | https://coreir.com/services/ | info@coreir.com | 516-222-2560 | Garden City, NY | Founded in 2009, CORE IR (formerly CorProminence) provides Investor Relations, Capital Markets Advisory and Public Relations services for small-to-mid-sized companies. We develop and deliver results-driven strategies by identifying and executing on core objectives specific to each client’s current positioning needs and future exposure goals; a process tailored to the unique circumstances and requirements of each of our clients. Clients experience the CORE IR difference as we validate the most effective capital formation, investor growth and market exposure results through an extensive relationships development methodology, providing incomparable introductions to our proprietary, deeply established, long-term relationships with Investment Bankers, Retail Broker-Dealers, Buy and Sell-Side Institutions, Portfolio and Fund Managers, Family Offices and Analysts. Our dedicated capital markets advisory practice assists clients navigate the myriad of complex structures of today’s financial markets to achieve both their capital formation, funding and aftermarket support goals. Effective investor and corporate communications are core deliverables that serve as a foundation for our strategic success. Our shareholder and corporate communications efforts incorporate effective presentations and investment theses development, professional press release drafting, earnings call script management, investor inquiry response, media management and crisis communications, ensuring the right message is not just delivered, but also received. | |||||||||||||||||||||||||||
7 | Darrow Associates | https://www.darrowir.com/ | https://www.darrowir.com/strategy/ | Avago Technologies, Power Integrations,Oclaro, Xtera, Alteva, iGen, Fusion, Hyperion, Calix, Endwave, Green Power Bus, Astro Power, DLH, Lakeland Industries, Air Industries Corp, AquaMetals, Sigma Labs, Bank of The James | https://www.darrowir.com/contact/ | 512-551-9296 | New York, NY Silicon Valley Austin, TX | https://www.darrowir.com/clients/ | "You do an amazing job, best I have seen for a small cap company.” – Gary Moomjian Corporate/SEC Counsel, Moomjian, Waite & Coleman, LLP | As an expert in assisting companies across all market capitalizations with their investor relations through a myriad of stock market cycles and industry trends, Darrow Associates has found that many public companies commonly overlook basic tenets, which are integral in developing an investment community following and achieving and maintaining an appropriate share price valuation. Our Differentiators draw on our focused and experienced approach to advising our clients and implementing long term oriented IR programs to deliver sustained benefits for our clients and their respective shareholders. For micro- and small-cap companies in particular, there is generally more volatility in share trading activity and financial performance for small cap companies. An effective investor relations program should factor in the associated ebb and flow of investor interest. Darrow Associates targets complementary investor groups to limit trading volatility, enable greater upside upon recoveries and reduce the impact of periods in decline. In 2017, the average share price performance on an annualized basis for all Darrow Associates clients was 43.9%, as compared with 13.5% for the Russell 2000. | ||||||||||||||||||||||||
8 | Dennard Lascar | https://www.dennardlascar.com/ | https://www.dennardlascar.com/investor-relations | https://twitter.com/dennardlascar?lang=en | Allegiance Bancshares, Construction Partners Inc., Earthstone Energy, Inc., Hornbeck Offshore, Ion, Kihbell Royalty Partners, Luby's, Main St Capital Corporation, Mitcham, MRC Global, NewPark, Pioneer, PLH Group, Powell, Quintana Energy Services, Select Energy Services, Spirit of Texas Bancshares, Team, US Shale Solutions, USWS | info@dennardlascar.com | 713-529-6600 | Houston, TX Dallas, TX Fort Worth, TX | “Dennard Lascar helped us produce our company's first Investor Day, and we received very positive feedback from analysts and investors. Their team helped us strategically think through key messages and investment themes, anticipate tough questions and develop a sharp, well-thought-out presentation that helped investors understand our go-forward strategy.” - CEO OF A REGIONAL BANK | Full Service IR firm servicing Texas clients Whether you’re looking for high-level strategic counsel or you simply need additional manpower to support your existing IR program, Dennard Lascar will tailor a customized program that meets your individual needs. | ||||||||||||||||||||||||
9 | Digital Realty | https://www.digitalrealty.com/ | https://investor.digitalrealty.com/overview/investor-relations-overview/default.aspx | AWS, Verizon, Adobe, LinkedIn, Google Cloud | jstewart@digitalrealty.com | (415) 848-9311 | Brooklyn, NY | |||||||||||||||||||||||||||
10 | Edison Investment Research Limited | http://www.edisongroup.com/ | https://www.edisongroup.com/investor-relations/ | https://twitter.com/Edison_Inv_Res | bet-at-home Borussia Dortmund Bragg Gaming Group Codere Evolva Focusrite Games Workshop Group Gamesys Group Greggs La Doria OPAP PPHE Hotel Group Studio Retail Group Treatt | enquiries@edisongroup.com | 646 653 7026 | London, UK New York, NY Frankfurt, Germany Tel Aviv, Israel Sydney, Australia | https://www.edisongroup.com/case-study/manchester-united/ | Edison investor relations provides full-service investor relations for both US and European clients, as well as targeted investor access services in the UK. You will be assigned an expert analyst from our research team who will advise you on strategic messaging and financial communications. You will also have a specialist IR team with capital markets expertise and extensive investor networks, focused on Europe and the US. | ||||||||||||||||||||||||
11 | Equitory Ltd | https://equitory.com/ | https://equitory.com/about-us/our-services/ | ABRDN, Assura, Boohoo, CMC Markets, CrayoNano, David Lloyd, Devolver, Domino's, Dr. Martens, Euromoney Institutional Investor plc, Footasylum, Galliford Try, Gfinity, The Ince Group, Jimmy Choo, LBG Media, Literacy Capital, Luceco, Molten Ventures, Naked Wines, Napster, Newmark Securities, OnTheMarket, Openwork Partnership, Pharos, Petrofac, PureGym, Purplebricks, Rentokil, Renta Group, Tel Aviv Stock Exchange, TT Electronics, XPS Pensions | lois@equitory.com | 44 (0)7716 769267 | London UK and Denver USA | https://equitory.com/ir-insights/investor-relations-insights/ | https://equitory.com/ir-insights/investor-relations-insights/ | https://equitory.com/testimonials/ | Full service IR support on a retained or project basis. Senior team include ex-Heads of IR for FTSE 100 and FTSE250 companies. Experience across sectors and support across UK, Europe and USA. | |||||||||||||||||||||||
12 | Gateway Investor Relations | https://www.gatewayir.com/ | https://www.gatewayir.com/services/ | https://twitter.com/gatewayir?lang=en | Technology Clients Only: Adva, AgJunction, Airgain, Asure Software, Clearfield, Converge Technology Solutions, Cyber 1, DZS, Duostech, Digimarc, Globalscape, Graymeta, Dentiv, Imageware Systems, inContact, Intermolecular, Iteris, Netsol, PhotonControl, Planar, PowerFleet, IOT Blockchain, Srs, Sangoma, ShotSpotter, Sonim, TeleCommunication Systems, TeraGo, Verb, Veritone. WidePoint, Wrap, Zix More clients on site in different industries: https://www.gatewayir.com/experience/ | https://www.gatewayir.com/contact-us-gateway-investor-relations/ | 949-574-3860 | Newport Beach, CA New Orleans, LA | Help emerging and established companies - IR firm We leverage our diverse corporate finance and communications expertise to provide clients with a turnkey platform of comprehensive services: Strategic Consulting, Comprehensive Communication, Proactive Outreach and Consistent Reporting. | |||||||||||||||||||||||||
13 | High Touch | https://hightouchir.com/ | https://hightouchir.com/what-we-do/ | https://twitter.com/HIGHTOUCHIR | Tory Burch, Get Shorty, | lkiernan@htir.net | 917-797-6954 | White Plains, NY | https://hightouchir.com/press-and-publications/case-studies/ | High Touch Investor Relations (HTIR) is a boutique Investor Relations firm based in New York. Our team ensures our clients get the most accurate, complete, and actionable strategies backed up by real-time analytics to reach their goals - whether seeking IR services to raise capital or in need of marketing and IR strategies to increase a public company's visibility. What sets HTIR apart is our credo “quality not quantity.” We limit the number of clients we work with at any set time to ensure each gets full-service attention to achieve their goals. We maximize value through our Investor Relations strategies and provide a customized, transformative plan for our clients that optimizes valuation. At High Touch IR, we have developed a proprietary transformative investor relations plan that is exclusive to companies that contract with us. In order to benefit fully from our plan, we recommend an 18 to 24-month initial retainer. Why? Our more than 20 years of working in customized investor relations plans has proven that to truly transform a company’s reputation and valuation, it takes laser focus and commitment. That means customized analysis, strategy formation, materials development, implementation, and results measurement to truly optimize your company’s value. | ||||||||||||||||||||||||
14 | ICR | https://icrinc.com/ | https://icrinc.com/what-we-do/#investor-relations | https://twitter.com/icrpr/ | Technology Clients Only - other industry clients are on site: Alteryx, AspenTech, Avalara, Cardlytics, Guidewire, Rehat, SailPoint, Varonis, Yext | inquiry@icrinc.com | (646) 277-1200 | New York. NY Boston, MA Norwalk, CT Baltimore, MD San Francisco, CA San Diego, CA Beijing, China | Founded in 1998 by a team of former Wall Street analysts, ICR has since grown to be a one-of-a-kind firm that’s integrated vertically by sector and horizontally across every communications discipline. At ICR, you’ll see Wall Street professionals and sell-side analysts working shoulder-to-shoulder with global agency veterans and corporate communications leaders. Former journalists and political consultants collaborating with award-winning creative teams and social media specialists. The result is a firm that understands the power of perception, the role it plays in determining a company’s value and – most importantly – how to shape it. | |||||||||||||||||||||||||
15 | IRResults | https://www.irresults.com/ | https://www.irresults.com/ | Gretchen@IRResults.com | 303-638-9185 | New York, NY | "Working with Gretchen was delightful. She has a sharp strategic mind and the ability to simplify complex business issues. Her years of experience, people-oriented personality and knowledge of the investment process set her apart." - Christina Morgan, Vice Chariman, JP Morgan | We strive to optimize long-term shareholder value and thereby lower the cost of capital for our clients. With a relentless focus on our clients’ fiduciary responsibilities to shareholders, we proactively approach the global investment community as peers seeking strategic solutions in a time efficient manner. | ||||||||||||||||||||||||||
16 | IRTH Communications | https://www.irthcommunications.com/ | https://www.irthcommunications.com/services/general-ir | https://twitter.com/irthcomm?lang=en | info@irthcommunications.com | 866-976-4784 | Santa Monica, CA | Our boutique approach to investor relations delivers results to our clients including new business contacts, ideas and execution that can save money and time while delivering impressive results. | ||||||||||||||||||||||||||
17 | JTC | https://www.jtcir.com/ | https://www.jtcir.com/copy-2-of-expertise | https://twitter.com/jtc_team | jtc@jtcir.com | 908-938-1475 | Pittstown, NJ | JTC is a fully integrated corporate communications firm that is dedicated to helping you tell your story to the right audiences in order to build awareness and achieve your goals. We take a hands-on approach, considering all aspects of your business to understand how best to strategically communicate your messages across all distribution channels, while maintaining integrity and cutting out the “fluff.” | ||||||||||||||||||||||||||
18 | KCSA | https://www.kcsa.com/ | https://www.kcsa.com/investor-relations | https://twitter.com/kcsastrategic | Compassionate Care NY, Haleigh's Hope, Terra Tech, Kuchco Holdings, iAnthus, Medicine Man Technologies, Golden Leaf, 4Front, Acreage Holdings, Aurora, Cordova CANN, The Emerald Cup, MPX Bioceutical Corporation, Vangst, Katexco Pharmaceuticals, GEN, The Green Organic Dutchman, urban-gro, MJ FREEWAY, curaleaf, cb2insights, Hydroponics, VALENS, GRASSROOTS, Jushi | INFO@KSCA.com | 212-682-6300 | New York, NY | Have a whole "Cannabis Group" with a full list of clients - I do not see any other clients. They have a Green Rush Podcast - The intersection of Cannabis, culture and capital markets. | |||||||||||||||||||||||||
19 | Kei Advisors | http://www.keiadvisors.com/ | http://www.keiadvisors.com/capabilities | infor@keiadvisors.com | 716-843-3821 | Buffalo, NY | Has a small/micro-cap focus Kei Advisors LLC is an investor relations and business advisory firm that has developed a sophisticated methodology, the Pinnacle Value™ Process, to help client companies create optimum shareholder value. We accomplish this by closing the information value gap that often exists between the market’s perception of a company’s value and the company’s strategic competence and operational effectiveness. Kei cultivates management’s and directors’ credibility and relations with investors and analysts while developing for its clients' value-enhancing strategies for addressing capital needs. Our process, which is customized to our clients' needs, effectively allocates resources to achieve recognition by the capital markets of the intrinsic value inherent in the organization. In addition, our unique process provides the metrics for evaluating progress and achievement. | |||||||||||||||||||||||||||
20 | Kekst | https://www.kekstcnc.com/ | https://twitter.com/KekstCNC | newyork@kekstcnc.com | New York, NY | |||||||||||||||||||||||||||||
21 | Kilmer Lucas | https://www.kilmerlucas.com/ | https://www.kilmerlucas.com/services | https://twitter.com/KilmerLucasIR | 3D Signatures, Admedus, Advaxis, Aimmune, ACR, American Cryo System, AMRI, Antibe Therapeutics, Aquinox, Arbutus Biopharma, Arch Therapeutics, Ariad, Aslan Pharmaceuticals, Atara Bio, Athersys, AuraSense | https://www.kilmerlucas.com/contact-1 | 888-545-6374 | New York, NY Toronto, ON San Francisco, CA | We have worked with a number of a different healthcare IR/PR firms in the past. While we were generally happy with the scope and quality of their work, their contacts, etc., none were really able to establish themselves as an integral part of our team. So, when Steve explained to us how Kilmer Lucas was different from most other firms, we were intrigued and, admittedly, a little cautious. We also felt that BioTuesdays might potentially prove to be a powerful tool for gaining additional exposure and properly positioning our investment story, but we weren’t sure. It has been three years now since we engaged Kilmer Lucas, and everything has worked out as Steve promised. He and his team have helped us navigate and communicate through a variety of important and complex issues - from a successful AdCom meeting, to a revised PDUFA date, to FDA approval, to an initial commercial roll-out, to a potential change in marketing partner, to an expansion of our drug development pipeline – utilizing a proactive and consultative approach. Today, Kilmer Lucas isn’t really our IR firm as much as it is our IR department. — CEO of a specialty pharmaceutical company based in San Francisco, CA | As the first and only cross-border, healthcare-focused investor relations firm, Kilmer Lucas understands your business. We speak your language. Before coming together, our team amassed decades of in-house IR, agency PR, news reporting, scientific writing, digital marketing and Wall Street experience. So, we know how to talk to your stakeholders too. To us, that is a fundamental point of differentiation. It gives Kilmer Lucas a unique '360' orientation that enables our unique 'outsourced in-house IR department' partnership model. We take a holistic approach to building customized IR programs that begins with gaining a multifaceted understanding of our clients' corporate and financial goals. From there, we work to tailor the audience to their message, instead of the other way around. | ||||||||||||||||||||||||
22 | Lambert & Co | https://lambert.com/ | https://lambert.com/overview-lambert-ir/about-lambert-ir/ | https://twitter.com/lambertglobal | Achates Power, Arbe, Atlas Copco USA, Bethany Chrisitan Services, Blake's Hard Cider, Boulder Canyon, Detroit Homecoming, Detroit Pistons, EPS Security... more | mail@lambert.com | 212.971.9718 | Grand Rapids, MI Lansing Detroit New York, NY Phoenix, AZ | https://lambert.com/case-studies/ | Lambert has significant experience in raising the profile of micro-, small- and mid-cap companies, improving sell-side coverage and buy-side interest. We are a strategic communications firm that specializes in public relations, investor relations and integrated marketing. For more than 20 years, Lambert has partnered with clients across the globe to build brand awareness, drive sales and scale business. Our portfolio of clients spans a broad spectrum of industries including automotive and mobility, consumer brands, food and beverage, education and social impact, healthcare and biotech, and financial and investor relations. | ||||||||||||||||||||||||
23 | LHA | http://www.lhai.com/ | http://www.lhai.com/services/investor-relations | https://twitter.com/LHA_IR_PR | Acme, Alaska Communications, Ameri 100, AMSC, Applied DNA Sciences, Barco, Biocept, BioLife Solutions, BuzzTime, Celsion, Codexis, CPI Aero, Diffusion Pharmaceuticals, DIRTT, Fidus Investment Corporation, Forterra, FSD Pharma, Gibraltar Industries, GTT, Henry Schein, INAP, Ligand, Materialise, Myomo, NorthState, NocaBay, OPKO, Pacific Ethanol, Inc., PDL, Ra Medical Systems, Resonant, Sensus, SRAX, Summit Wireless, STI, The Eastern Company, The Joint chiropractic, TODOS Medical, Trovagene Oncology, UltraLife, Universal Electronics, Universal Technical Institute, Vectrus, Veritone | klippert@lhai.com | 212.838.3777 | New York, NY Los Angeles, CA San Francisco, CA | http://www.lhai.com/about-us/case-studies | "As both a consumer products company and an early digital media/technology innovator, UEI had been misunderstood by Wall Street. Working with LHA ensured we were introduced to the appropriate institutional investors and sell-side research analysts. In addition, as licensing IP became a larger part of our business model, LHA helped craft clear and articulate messaging to educate the investment community about our model, our opportunities and our progress." Paul D. Arling, Chairman and Chief Executive Officer | LHA’s IR specialists lead programs for small-cap companies in a diverse set of industries and at all stages of a business lifecycle. HA partners with public and private companies to implement custom-designed, strategic IR programs utilizing industry best practices. Founded in 1984 with headquarters in New York and offices in Los Angeles and San Francisco, LHA is comprised of seasoned professionals working in teams who are committed to serving small-cap companies across multiple industry sectors. Market capitalizations of our clients range from under $100 million to over $10 billion. | |||||||||||||||||||||||
24 | MZ Group | https://mzgroup.us/ | https://mzgroup.us/services/our-services/technology-solutions/virtual-ir/ | https://twitter.com/MZ_NorthAmerica | Cisco, Resonant, exP, fedex, D-Link Corporation, AUSUTeK Computer, Petrobas, Marrone Bio Innovations, | chris.tyson@mzgroup.us | 212-301-7130 | Minneapolis, MN Aliso Viejo, CA San Diego, CA Chicago, IL Austin, TX New York, NY | https://mzgroup.us/our-work/case-studies/ | MZ is an excellent working partner for us, offering timely, reliable and comprehensive investor relations services. We are also greatly impressed by MZ’s professionalism and flexibility in meeting our needs with rapid turnaround on all projects. Their suite of comprehensive services greatly enhances our transparency and provides effective communications with our shareholders and exposure to potential investors. – Dr. Pamela Marrone, Founder & CEO, Marrone Bio Innovations (NASDAQ: MBII) | MZ North America is the US division of MZ Group, a global leader in investor relations and corporate communications. We provide innovative, customized services to domestic and multinational private and public companies through a unique, fully-integrated “one-stop-shop” business model. By delivering a comprehensive suite of products and services through one point of contact, MZ offers services to all relevant markets geared to helping our clients build a sustainable public brand. | |||||||||||||||||||||||
25 | Pondel Wilkinson | http://www.pondel.com/ | http://www.pondel.com/investor-relations/ | https://twitter.com/PondelWilkinson | Abraxis Bioscience APP Pharmaceuticals Autobytel Barbeques Galore Bell Industries Center Financial Corporation Clear Choice Health Plans ClearOne Communications Corinthian Colleges Continucare Corporation Concurrent Computer Corporation Cymer Edison International Electro Rent Corporation Farmers & Merchants Bank of LB FEI Corporation Female Health Company First California Financial Group Fleetwood Enterprises Furon Corporation Garden Fresh Restaurant Grill Concepts Infonet Services Ingram Micro Lannett Company LiveNation Market Leader Metro-Goldwyn-Mayer Inc. Micro Therapeutics Monster Beverage Corporation Mossimo MP3.com Myriad Genetics Neutrogena Corporation NetSol Technologies Newport Corporation Northrop Grumman Noven Pharmaceuticals Oakley Outdoor Channel Holdings QAD Inc. RemedyTemp Rentrak Corporation Rykoff-Sexton Safeway SCPIE Holdings Somaxon Pharmaceuticals Southwest Bancorp Southwest Water Superior Industries Titan Toreador Resources True Religion United Online Universal Automotive Industries UTi Worldwide Volcom Zila | investor@pondel.com | 310.279.5980 | Woodland Hills, CA | Few organizations have greater depth of experience in investor relations, a specialization of our firm since its founding. We have long-term relationships with Wall Street’s leading portfolio managers, securities analysts and investment banks, as well as with key investment managers and regional brokerages throughout the nation. Regardless of the trading venue, our fundamental goal on behalf of clients remains the same: To enhance the marketability and attractiveness of a company’s securities to maximize shareholder value. Our deep understanding of Wall Street coupled with our keen knowledge of disclosure requirements enable us to give senior management valuable guidance in all investor relations matters. | |||||||||||||||||||||||||
26 | Prosek Partners | https://www.prosek.com/ | https://www.prosek.com/expertise/services/investor-relations/ | https://twitter.com/ProsekPR | https://www.prosek.com/contact-us/ | LA, Boston, CT, London | ||||||||||||||||||||||||||||
27 | Q4 Inc. | https://q4inc.com/home/default.aspx | https://www.q4inc.com/products/default.aspx | https://twitter.com/q4tweets | Spotify, Oracle, Salesforce, Walmart, VISA, Delta, FedEx, Ameritrade, NIKE, New York Times, Tyson, Suntrust, Cisco, GrubHub, Del Taco, Party City, Workiva | talktosales@q4inc.com | (877) 545-1241 | Toronto, Ontario Hamilton, ON New York, NY London Copenhegen | Appears to have bigger companies than BlueShirt (i.e. Spotify, Oracle, Salesforce) Seems to have a lot of technology based products to offer clients Public companies around the globe rely on Q4 to power their investor website, webcasting and intelligence solutions. Our clients come from a wide range of sectors and size from $50 million to over $50 billion in market cap. They choose Q4 because of our commitment to delivering leading edge products, industry leading customer service and a layered approach to information security. | |||||||||||||||||||||||||
28 | Sard Verbinnen (SVC) | https://www.sardverb.com/ | https://www.sardverb.com/what-we-do/ | inquiries@sardverb.com | New York, NY | |||||||||||||||||||||||||||||
29 | SCR Partners | https://scr-ir.com/ | https://scr-ir.com/services/ | Kirkland's, American Addiction Centers, Columbia Property Trust, Polypore, Iowa Telecom | tsullivan@scr-ir.com | (615) 942-7077 | Nashville, TN | |||||||||||||||||||||||||||
30 | Sharon Merrill Associates | https://www.investorrelations.com/ | https://www.investorrelations.com/practice-areas/investor-relations/ | https://twitter.com/SharonMerrillIR | info@InvestorRelations.com | 617-542-5300 | Boston, MA | https://www.investorrelations.com/case-studies/ | “I highly recommend Sharon Merrill Associates to anyone considering the retention of an investor relations advisor. Their team approach brings depth and breadth, and a high level of responsiveness to a client. Sharon Merrill Associates displays a strong commitment to customer service to the point where we felt we were treated as though we were their only client. Professional, effective and friendly – we appreciated their advice and counsel.” James Hawley Senior Vice President and Chief Financial Officer CIMA Labs | Known for building long-term client relationships based on a passion for customer service and a record of delivering desired results. | ||||||||||||||||||||||||
31 | Shelton Group | https://sheltongroup.com/ | https://sheltongroup.com/services/ir-sevices/ | https://twitter.com/shelton_group?lang=en | Microelectronics, Integrated Silicon Solution, Inc., Montage Technology, The Brink's Company, Diodes Incorporated, Pixelworks, Pericom Semiconductor | contact@sheltongroup.com | 972-239-5119 | Dallas, TX Irvine, CA San Jose, CA | “Our company had been using another IR firm, but we were not pleased with their performance. Shelton Group was introduced to us by one of our top shareholders. After we changed to Shelton Group, our analyst coverage increased from 3 to 10, which is a significant achievement considering our market cap and the liquidity of our stock. One great strength of Shelton group is that they are widely connected with the investors and analysts in the industry, and they are also very strong at positioning the company story and messaging appropriately. I would highly recommend their services to any company looking to elevate their profile among the U.S. financial community.” Lily Dong – CFO, RDA Microelectronics | As an integrated communications firm, Shelton Group provides customized programs for clients to align messaging, drive company awareness, and build stronger brand equity with media and investors alike. As a result, clients can achieve greater visibility to a broader audience. We know that all successful businesses begin with a comprehensive plan, and our communications strategy is no different. We closely align our IR and PR plans with your corporate strategy and overall marketing communications plan to achieve maximum value and results. We approach your business as a strategic consultant, which serves as the foundation of our methodology. This, in fact, is the differentiator that our clients state is a key value-add of our firm. | ||||||||||||||||||||||||
32 | Solebury Strategic Communications LLC | https://www.soleburystrat.com/ | https://www.soleburystrat.com/investor-relations | info@soleburytrout.com | New York, NY | |||||||||||||||||||||||||||||
33 | The Blueshirt Group | https://blueshirtgroup.com/ | https://blueshirtgroup.com/services/investor-relations/default.aspx | https://twitter.com/blueshirtgroup | SurveyMonkey, Carvana, EventBrite, Yelp | info@blueshirtgroup.com | 212 871.3927 | New York, NY San Francisco, CA | "Blueshirt has been an important partner for Alarm.com through the IPO and now on an ongoing basis. The MD that works with us is very involved and serves as a primary point of contact for investors based on his knowledge and understanding of our business. The team is hands-on in all aspects of our IR program, and we’ve been very pleased with their approach." Jennifer Moyer, CFO, Alarm.com | Best known for experience in the tech sector (i.e. SurveyMonkey, Carvana, EventBrite, Yelp) Blueshirt has managed IR programs for more technology-related IPOs than any other firm and represents many of the best-known and top-performing IPOs. Our client base also includes existing public companies as well as pre-IPO companies at various stages of development. In addition to technology, our expertise spans the consumer, healthcare, energy and industrial sectors. | ||||||||||||||||||||||||
34 | The Equity Group | https://www.theequitygroup.com/ | https://www.theequitygroup.com/services.php | https://twitter.com/equitygroupinc | 1347 Property Insurance Holdings, AdaptHealth, Adler Real Estate, American Vanguard, ATA Creativity Global, BlueLinx Holdings, Communications Systems, Community Bankers Trust, Conifer Holdings Inc., Digirad, Donegal Insurance Group, Electromed, Inc., Employers Holdings, FlexShopper, Fuel Tech, GAN Limited, Greenlight RE, GSE Systems, Hallmark Financial Services, Hudson Global, Interparfums, Kingold Jewelry, Kingsway Financial Services, KORU Medical Systems, and more... | info@equityny.com | 212-371-8660 | New York, NY San Francisco, CA Beijing, China | https://www.theequitygroup.com/case-studies.php | "Working with you for the past 12 years has been one of our better professional experiences of that time period. At the time we engaged The Equity Group, Mobile Mini had a market cap of $20 million; today it is nearly $800 million. From no meaningful sell-side research or institutional holders, Mobile Mini now has a number of prominent investment firms writing on it and a large and loyal cadre of institutional holders. Furthermore, thanks to your relentless follow-up, our local papers are now regularly reporting our news and we have had favorable press in major national media including Investor's Business Daily, The Wall Street Journal and Forbes. We have been impressed by The Equity Group's continuing ability to develop and execute investor relations programs and activities that match our needs during the various stages of Mobile Mini's corporate development. That is due in part because you know your business very well, but just as importantly, you've taken the time to understand our business very well. Throughout the years, The Equity Group has been extremely knowledgeable, responsive and helpful. While we did our job of building a successful company, I am firmly convinced that the caliber of the investor relations/corporate communications services provided by The Equity Group has been a critical element in the gains we have achieved in our shareholder value." Larry Trachtenberg, Director & Former CFO, Mobile Mini (NASDAQ:MINI) | For most clients, we serve as an outsourced investor relations department – a virtual “office down the hall.” For larger companies with an IRO or similar internal capabilities, we provide an array of support services including positioning, drafting various forms of investor communications, arranging investor meetings and analyst days, conducting perception studies, and managing communications during crises. | |||||||||||||||||||||||
35 | Three Part Advisors | https://www.threepartadvisors.com/ | https://www.threepartadvisors.com/who-we-are | https://twitter.com/ideasconf | Bankrate, Inc., Capstead Mortgage Corp., Carriage Services, Inc., Costa, Inc., Courier Corp., Emergent BioSolutions, Inc., Evolution Petroleum Corp., Kimball Electronics, Inc., MicroFinancial, Inc., MOCON, Inc., PCTEL, Inc., Profire Energy, Inc., Quest Resource Holding Corp., Radware Ltd., Tiptree, Inc., Tower International, Inc., U.S. Physical Therapy, Inc., UFP Technologies, Inc., Volt Information Services, Inc. | dmossberg@threepa.com | (817) 310-0051 | Southlake, TX | Three Part Advisors, LLC is a capital markets advisory firm that provides investor relations and independent research. Through measurable and proactive investor relations the firm aims to help clients lower their cost of capital. Three Part Advisors independent research services include regional IDEAS Investor Conferences and independent subscription research on publicly traded companies. The firm's independent research efforts have a proven track record built solely on the premise of creating good IDEAS. | |||||||||||||||||||||||||
36 | Vallum Advisors | https://vallumadvisors.com/ | https://vallumadvisors.com/practices/ | noel.ryan@val-adv.com | 720-334-0195 | Chicago, IL | ||||||||||||||||||||||||||||
37 | Westwicke | https://westwicke.com/ | https://westwicke.com/services/investor-relations/ | https://twitter.com/westwickeIR | Apollomed, BetterPT, Catasys, Change Healthcare, CRH Medical, Evolent Health, Health Catalyst, NextGen, One Medical, Quorum Health, Tabular Rasa, The Meadows, Tivity, Abrpro, Acutus, Agendia, Amwell, Archer, Atea Pharmaceuticals | https://westwicke.com/contact-us/ | (800) 210-2491 | Baltimore, MD Cambridge, MA Norwalk, CT New York, NY San Diego, CA San Francisco, CA Beijing, China London, UK | https://westwicke.com/resources/case-studies/ | “Westwicke is much more than your traditional investor relations firm. We engaged them several months prior to our IPO and they assisted us in preparation for the IPO process. As a result, we greatly benefited from their experience and understanding of how Wall Street operates. We have worked with Westwicke for over three years as a public company, during which time, they have helped us develop and execute a highly effective investor relations and capital markets strategy. Additionally, they have advised us on three subsequent capital raising transactions.” Fritz LaPorte Chief Financial Officer Mako Surgical Corp. | Westwicke works with public and private healthcare companies to help position their story properly within the investment community and to develop value-added strategies to build a quality, long-term shareholder base and enhance equity market value. | |||||||||||||||||||||||
38 | ||||||||||||||||||||||||||||||||||
39 | Other firms | Website | IR Services | Clients | Phone | |||||||||||||||||||||||||||||
40 | MATTIO Communications | https://www.mattio.com/ | https://www.mattio.com/cannabis-investor-relations/ | Cannabis-focused | ||||||||||||||||||||||||||||||
41 | Edelman (has an IR team) | |||||||||||||||||||||||||||||||||
42 | InspIR Group | http://www.inspirgroup.com/ | Monique@inspirgroup.com | 212-661-2243 | New York, NY | |||||||||||||||||||||||||||||
43 | Makovsky | https://makovsky.com/ | https://twitter.com/makovsky | 212.508.9600 | New York, NY | |||||||||||||||||||||||||||||
44 | Dukas Linden PR | https://dlpr.com/ | https://twitter.com/DukasLindenPR | Piedmont Lithium, Robeco, Roubini, Adams Street | info@dlpr.com | (646) 808-3600 | New York and California | |||||||||||||||||||||||||||
45 | Acorn Management Partners LLC | https://www.acornmanagementpartners.com/ | https://www.acornmanagementpartners.com/professional-relations | Oramed, Myomo, Profire, HighPower, Adamis | JRE@acornmanagementpartners.com | (678) 364-4002 | Atlanta, GA | https://www.acornmanagementpartners.com/case-studies | ||||||||||||||||||||||||||
46 | ||||||||||||||||||||||||||||||||||
47 | ||||||||||||||||||||||||||||||||||
48 | ||||||||||||||||||||||||||||||||||
49 | ||||||||||||||||||||||||||||||||||
50 | ||||||||||||||||||||||||||||||||||
51 | ||||||||||||||||||||||||||||||||||
52 | ||||||||||||||||||||||||||||||||||
53 | ||||||||||||||||||||||||||||||||||
54 | ||||||||||||||||||||||||||||||||||
55 | ||||||||||||||||||||||||||||||||||
56 | ||||||||||||||||||||||||||||||||||
57 | ||||||||||||||||||||||||||||||||||
58 | ||||||||||||||||||||||||||||||||||
59 | ||||||||||||||||||||||||||||||||||
60 | ||||||||||||||||||||||||||||||||||
61 | ||||||||||||||||||||||||||||||||||
62 | ||||||||||||||||||||||||||||||||||
63 | ||||||||||||||||||||||||||||||||||
64 | ||||||||||||||||||||||||||||||||||
65 | ||||||||||||||||||||||||||||||||||
66 | ||||||||||||||||||||||||||||||||||
67 | ||||||||||||||||||||||||||||||||||
68 | ||||||||||||||||||||||||||||||||||
69 | ||||||||||||||||||||||||||||||||||
70 | ||||||||||||||||||||||||||||||||||
71 | ||||||||||||||||||||||||||||||||||
72 | ||||||||||||||||||||||||||||||||||
73 | ||||||||||||||||||||||||||||||||||
74 | ||||||||||||||||||||||||||||||||||
75 | ||||||||||||||||||||||||||||||||||
76 | ||||||||||||||||||||||||||||||||||
77 | ||||||||||||||||||||||||||||||||||
78 | ||||||||||||||||||||||||||||||||||
79 | ||||||||||||||||||||||||||||||||||
80 | ||||||||||||||||||||||||||||||||||
81 | ||||||||||||||||||||||||||||||||||
82 | ||||||||||||||||||||||||||||||||||
83 | ||||||||||||||||||||||||||||||||||
84 | ||||||||||||||||||||||||||||||||||
85 | ||||||||||||||||||||||||||||||||||
86 | ||||||||||||||||||||||||||||||||||
87 | ||||||||||||||||||||||||||||||||||
88 | ||||||||||||||||||||||||||||||||||
89 | ||||||||||||||||||||||||||||||||||
90 | ||||||||||||||||||||||||||||||||||
91 | ||||||||||||||||||||||||||||||||||
92 | ||||||||||||||||||||||||||||||||||
93 | ||||||||||||||||||||||||||||||||||
94 | ||||||||||||||||||||||||||||||||||
95 | ||||||||||||||||||||||||||||||||||
96 | ||||||||||||||||||||||||||||||||||
97 | ||||||||||||||||||||||||||||||||||
98 | ||||||||||||||||||||||||||||||||||
99 | ||||||||||||||||||||||||||||||||||
100 |