IMS ensures that each client’s message resonates with shareholders creating an informed and engaged investor audience.  We go beyond the numbers to build credibility by conveying each client’s compelling story to Wall Street using a variety of vehicles:

Press releases

Earnings calls

Shareholder letters

Investor presentations

Website content

Perception studies

IMS’ credibility with Wall Street is a vital asset for clients. Our ability to improve, and at times transform, a shareholder base is a cornerstone of IMS’ practice.  Our targeting blends cutting-edge shareholder intelligence tools with a proprietary database of small cap investors. 

New Analyst Initiations to Date: 24+

Investor Meetings During Past Year: 700+

Investors and analysts view IMS as a trusted source for new ideas, ongoing education concerning client developments and a conduit for efficient access to management. A strategic, balanced approach is customized to each client and blends multiple channels including:


Investor days/ Open house


Conference participation

Introductory conference calls

Activism Advisory

The best defense against activism is to build an aligned shareholder base, conduct periodic vulnerability assessments and gather intelligence on a regular basis to ensure understanding of shareholder concerns.

If misalignment or a proxy battle emerges, IMS has the expertise, strategic approach and results-based execution to maximize the likelihood of a successful outcome.

Mergers and Acquisitions

From tuck-ins to transformative mergers, IMS creates custom strategies to ensure current and new stakeholders are educated and enthusiastic about the deal. Whether preparing for the “day of” announcement or securing subsequent shareholder approval, IMS anticipates investor perceptions, curates messaging across a variety of constituencies and delivers the audience.

Access to Capital

Our contacts and strategies lower the cost of capital. IMS clients have accessed over $2 billion and climbing.  We frequently deliver capital directly from supportive investors brought in by a client’s ongoing and effective investor relations activity.


Regardless of company size, the guiding principals of extraordinary investor relations are universal. IMS helps elevate communications and outreach activity to expand a shareholder base and can coordinate all steps as a company transitions to Nasdaq or NYSE.