Run the Numbers

Investor Relations as a Strategic Weapon: A Masterclass

18 snips
May 8, 2025
Samuel Levenson and Jon Neitzell from Arbor Advisory Group delve into the strategic importance of investor relations in shaping company valuation. They discuss the concept of 'audience opportunity' and how to attract the right investors. The duo emphasizes metrics, KPIs, and the critical need for management credibility. They also explore the evolution of investor relations, the shift towards data-driven strategies, and practical changes that can yield immediate results. Tune in for insights that could transform your IR approach!
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ANECDOTE

Levenson's Unexpected IR Start

  • Samuel Levenson was thrust into investor relations at age 26 during the 1987 market crash after the CFO quit abruptly.
  • This chaotic start shaped his long career and understanding of IR challenges.
ADVICE

Tie Communication to Strategy

  • Align your communication strategy tightly with the core business strategy to drive value and clarity.
  • Be proactive in IR, targeting the right investors and managing the program strategically like marketing.
ADVICE

Tailor Communication to Investor

  • Understand the specific investor's perspective and tailor communications accordingly.
  • Research their portfolio and investment style to have meaningful, relevant conversations.
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