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Investor Relations

“More than any other firm, Nagle & Ferri understands what drives Wall Street’s awareness and perception of a company and its stock. I appreciate and highly recommend their proactive, straight-forward approach.”

Rob Adams
Principal & Senior Equity Research Analyst

Montgomery & Company

DELIVERING QUANTIFIABLE RESULTS

Nagle & Ferri takes a proactive approach to investor relations, with the single-minded purpose of increasing liquidity for our clients. Our programs are milestone driven and tailored to the individual business objectives of each public or private company we serve. Overall, our aim is to create a brand image that delivers investment growth.

For public companies, we concentrate on expanding the universe of sellside coverage and, in turn, generating buyside interest. Our initiatives are designed to optimize the performance of the stock, to maximize research coverage and market-maker sponsorship and to broaden the base of institutional shareholders.

We focus our investor relations efforts on raising the level of awareness about our clients because a higher profile will:

  • Attract greater financial media and analyst coverage,
  • Capture investor attention,
  • Increase trading volume and liquidity,
  • Improve price performance, and
  • Assure a level of sponsorship that values the client as an attractive and sustainable growth stock.

Because we are laser-focused on achieving increased liquidity, we place an added emphasis on continually putting our clients in the position to market to Wall Street. As such, we work with them to hone their message and then systematically facilitate participation in investment banking conferences, one-on-one meetings with institutional investors and client-hosted analyst days. Additionally, the

collaborative manner in which we work with CEOs and CFOs enables us to serve as our clients’ eyes, ears and, as appropriate, voice to Wall Street. Nagle & Ferri provides a full suite of investor relations services, including:

  • Sellside and buyside targeting
  • Analyst road shows
  • Investment banking conference participation
  • Liaison with analysts, portfolio managers and institutional investors
  • Response to investor inquiries (direct and/or online)
  • Corporate messaging and positioning
  • Investor presentations
  • Presentation training
  • M&A transactions
  • Investor perception audits
  • Quarterly earnings releases, scripting and conference call logistics
  • IR web sites
  • Peer group and industry analysis
  • Financial releases
  • SEC regulations/disclosure
  • Annual report themes and messaging

For private companies, we focus on assisting mid- and later-stage growth companies to accelerate their pace toward a specific liquidity event, such as M&A, strategic investment or Initial Public Offering (IPO).