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Creating a Road Map

Analysis, Knowledge, Action 

We take a personalized approach with each client because success lies in our intimate understanding of your business. We want to know your backstory and your vision for the future, then together we establish a clear road map to get you where you want to go. Using the tools below, we create a strategic IR plan, short-term and long-term, to deliver your individual message to the Street, to create visibility, build trust and win over stakeholders. 

- Top-to-Bottom Company Review
- Peer Group Positioning
- Valuation Analysis
- Industry Research 
- Assess Communications Platform 
- Stakeholder Evaluation            
- Determine Any Capital Needs


Financial Communications

Taking Control of the Narrative

At IMS, our goal is to make sure that stakeholders are aligned with management's long-term vision. Our expertise in how to tell the story, when to tell it and, most importantly, to whom to tell it, is what sets us apart. From investor fact sheets to press releases, slide presentations to earnings call scripts, we will help you establish a corporate narrative, demonstrate depth of management and create credibility, goodwill and reach within the investment community.

- Strategy and Messaging
- Quarterly Communications 
- Perception Analysis
- Website Content
- Regulatory Compliance
- Crisis Communication


Investor Access/Shareholder Intelligence

Find Investors, Keep Investors, Build Value

IMS has credibility with Wall Street that 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: 

- Shareholder/Analyst Cultivation
- Non-Deal Road Shows
- Investor Days/Open Houses
- Virtual Company Presentations
- Conference Targeting/Activation


Capital Markets Advisory

Objective and Aligned

Our experience guiding clients through the often turbulent waters of capital formation is a key value add. IMS clients have accessed over $2 billion and climbing.   An ongoing investor relations program is essential to minimizing your cost of capital, and IMS clients frequently access attractive capital from supportive investors brought in by ongoing and effective investor relations activity. 

- Capital Needs Assessment
- Capital Formation
- Deal Evaluation
- IPO/APO Communication Strategy
- Investment Bank Selection


Special Situations

Anticipate, Mobilize, Activate

With over 50 years of combined experience at the leadership level, we have most likely seen it before.  As a trusted partner with an intimate understanding of our clients, IMS mobilizes with customized investor relations strategies around events that are important, and at times defining, to the long-term value of a public company.  We anticipate investor perceptions, curate the messaging across a variety of constituents and deliver the audience.

- Activism Defense
- Proxy Vote Strategy
- M&A Communications
- Executive Transitions
- Short Seller Strategy
- Uplisting


51 Locust Ave, Ste 204
New Canaan, CT 06840

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