Expert Guidance on Strategic Planning & Investor Relations
Our Services
Conduct Strategy Diagnostic
We conduct brief interviews with your key leaders to provide you with a critical assessment of your company's stated strategy and how investors might interpret strategic messaging.
Structure the Investment Case
To ensure investors can grasp the upside potential in you stocks or bond, we help you to identify the key business and macro drivers that investors will need to understand and how these can be mapped to relevant accounting results to make it easy for them to model the company. A carefully thought-through investment case is critical for developing high-powered messaging that penetrates noisy markets.
Develop Communications that are Clear, Concise, and Convincing
We help you work in various modalities--slides, scripts, letters, videos, SEC filings--and guide your team to produce messaging that inspires confidence, builds credibility, is easy for investors to digest, and avoids skeptical blowback.
Organize "Red Team" Drills
We train your leaders to excel in high-stakes investor interactions by anticipating questions and organizing realistic Q&A training sessions.
Gather Context and Feedback
We act as an additional set of eyes and ears for your team, analyzing public information about competitors and in adjacent sectors, and gathering perceptions from stakeholders.
Level Up Your Team
We can train your team on the principles of effective investor messaging and strategic planning, guide them in the production of new materials and outreach plans, and help them develop a playbooks to guide smooth operations.
About Us
My Mission
My mission is to help corporate leaders understand market forces, anticipate change, and to advise on highly-structured approaches to strategy and investor communications.
Chief Scout,
Ken Posner
Photo by Eric Adams
-
30+ years experience in analysis, strategy, and investor relations
-
Extel award-winning Investor Relations Officer at Mr. Cooper Group, during period when the stock appreciated by 15x
-
Co-founder of Capital Bank Financial Corp, a private-equity backed bank that acquired distressed/failed banks in the aftermath of the GFC.Board member of Capital Bank NA
-
Institutional Investor ranked sellside analyst at Morgan Stanley
-
CPA, CFA, and Financial Risk Manager (FRM)
-
Published author and experienced public speaker
-
Former Army Ranger
White Paper
Read my recent White Paper, "Build a Following and Minimize Volatility with High-powered/Low-entropy Investor Messaging."