Investor Relations

Getting the right investors to appreciate the strength of your management team, understand your company’s performance, embrace your strategy, and have confidence in your ability to execute are key to securing full and fair valuation for your company’s shares.

Casteel Schoenborn’s team will put its experience, capital markets knowledge, analytic capabilities and communications skills to work to favorably differentiate your story with compelling messages supported by credible data.

  • Quarterly financial results news releases and investor conference calls
  • Annual and quarterly reports, investor fact sheets, investor presentations and other creative design services for IR
  • IPOs and secondary offerings of equity and debt, and private placements
  • Corporate access and non-deal roadshows
  • Institutional investor targeting and outreach
  • Institutional ownership identification and analysis
  • Investor days, road shows, and investor conferences
  • Merger & acquisition (M&A), pre-close and integration support
  • Peer performance analysis
  • Sell-side analyst relations
  • Ratings agency relations
  • Strategic planning
  • Shareholder activism
  • Proxy contests
  • ESG and CSR ratings and rankings
  • Board reporting
  • Mutual to stockholder-owned conversions
  • Perception studies