OUR SERVICES

INVESTOR RELATIONS ADVICE

Makinson Cowell advises clients primarily based in the UK and continental Europe on all aspects of their relationships with institutional investors.

Our services may include:

• Bespoke publications to enable the client to track comparative performance, ownership or perception data.
• Definition and refinement of key messages to investors and lenders for inclusion in results statements, meetings, reports or other announcements.
• Presentations for investors and stockbrokers’ analysts.
• Investor relations programme construction.
• Investor targeting to ensure senior executive time is used to best effect. This is particularly important in the US where there are approximately 4,000 institutions spread across a vast area and 4 time zones. In the US and Canada, we arrange meetings and handle road show logistics, including travel and accommodation.
• Provision of briefing notes ahead of all meetings with the investment community.
• Feedback following institutional meetings.
• Monitoring changes in share ownership patterns.
• Advice on corporate governance issues.
• Planning, monitoring and reporting on the AGM or EGM proxy voting process.
• Tailored training sessions for directors or investor relations staff. We include regulation, codes of conduct and best practice on all aspects of communication with investors, lenders, stockbrokers’ analysts and credit analysts.