The Heights Company can help you establish, augment and/or refine your investor relation capabilities with practical solutions.

Recommendations are based upon more than 35 years of business experience, primarily dedicated to managing relationships with the financial community as the internal investor relations counsel.

The Heights’ fee-for-service operating model reflects the variable duration of each assignment based upon the client’s specific needs and current investor relation capabilities. The ultimate goal is to help clients integrate proficiencies into their organizations which will last long after the engagement with The Heights has ended.

Develop the investor relations structure and processes to:

  • Announce earnings
  • Prospect shareholders and research coverage
  • Maintain IR web site
  • Monitor shareholders and trading activity

Provide investor relations services and a fresh perspective in preparation for significant events.

  • Acquisitions
  • Divestitures
  • Leadership transitions
  • Unexpected events
  • Dramatic change in financial outlook 

Objective, third party evaluation of existing investor relations program.

  • Investor perception studies
  • Audit internal practices and/or external services
  • Assess brokerage research coverage

A logically designed three-year strategic investor relations plan to serve as road map for the effective execution of investor relations.

  • Analytical review of historical trends
  • Reasonable assumptions about future prospects
  • Measureable, realistic goals and objectives
  • Practical tactics to achieve results
  • Process for monitoring progress