Services

Strategic Counsel
We offer strategic counseling/planning, and have frequently been helpful in major corporate undertakings, such as public or private financings (though we do not buy, sell or trade securities ourselves, nor do we base our compensation on transactions), repositioning, turnarounds, changes of management or business plan and crisis management.

Buyside and Sellside Outreach
Our Investor Outreach group works assiduously to enlarge and maintain the currency of our database of contacts, and to accrue audience interest for each of our clients. They are in contact with thousands of portfolio managers and sellside analysts each month, and are our “secret weapon" in broadening interest in conference calls, booking road trips, and contacting peer holders on a regular basis.

Over many years we have developed a very large interactive database containing both buy- and sellside professionals, and we have very strong access to the buyside professional who invests in small- and mid-cap companies across a wide spectrum of industry segments. We are responsive to individual investors for our clients, but do not normally devote time or budget to increasing retail interest.

Cross-Border Investor Relations
The staff at Allen & Caron and its affiliates have decades of experience bringing company and investor information to audiences across the globe. Whether it is exposing US investors to Scandinavian shipping companies, assisting in the IR and communications effort of a company moving from the Australia Stock Exchange to Nasdaq or bringing US company management teams to institutional investor targets throughout Europe, we have had significant experience and success.

Roadshows
We book and conduct US and international investor roadshows composed primarily of one-on-one meetings, and maintain frequent and proactive communications with the investment community on behalf of our clients. With the goal of expanding institutional interest, our primary contacts are fund and portfolio managers and their analysts from mutual funds, retirement funds, philanthropic and family trusts, and hedge funds. We have also worked with investment banks in developing target lists for public and private offerings, and have set up road trips for a number of investment banks and depositary banks on a private-label basis.

Writing and Presentations
We are known for our writing skills, our acuity in presenting ideas, and our ability to convey complex concepts to non-technical audiences. We have, of course, written thousands of news releases, but we also often write annual and interim shareholder reports and policy speeches. We regularly prepare audiovisual presentations, roadshow handouts, white papers, by-lined articles, video b-roll, and numerous other documents and communications tools.

We also help formulate, write and disseminate news via traditional news releases, as well as conduct conference calls and web casts, design presentations, write speeches and devise strategic initiatives regarding major corporate events.

Media Relations
Allen & Caron Media Relations professionals concentrate primarily on high-level business and financial media: print, broadcast, hire-service, electronic/Internet, including local and regional business editors and reporters, as well as the national business, financial and trade media. Our record of achievement in media relations is, we believe, among the very finest, improving the amount and quality of publicly available information on our clients. We also work well with other agencies in communications tasks that fall outside our parameters.