Edison investor relations

An integrated approach combining deep industry expertise and unparalleled access to diverse pools of investment capital worldwide

An integrated approach to investor relations

Edison investor relations provides full-service investor relations for both US and European clients, as well as targeted investor access services in the UK.

You will be assigned an expert analyst from our research team who will advise you on strategic messaging and financial communications. You will also have a specialist IR team with capital markets expertise and extensive investor networks, focused on Europe and the US.

Deep sector expertise

Edison investor relations was founded alongside a global equity research platform, offering sector specialism in the form of published research, or by including an analyst as part of the IR delivery team.

Diverse pools of international capital

Edison’s investor networks comprise institutions, sector specialists, private wealth managers and ultra-high net worth individuals in both Europe and the US.

Customised advisory solutions

Edison partners with both public and private companies to achieve their capital markets and investor relations objectives. We customise our solutions on either a project or retained basis.

Independent of conflicts of interest

Edison works expressly for the issuer, offering independent advice and introductions to our networks of investors, sell-side analysts, investment banks and exchanges.

Public and private perspectives

Edison is a specialist in working with small-cap publicly traded companies, in addition to working with private companies as they consider their listing, fundraising and investor relations requirements prior to IPO.

Established credibility and track record

Established in 2003, Edison is an industry leader in the provision of independent equity research and investor relations services to over 400 companies.

Rachel Carroll

President, Managing Partner

Rachel Carroll discusses our investor relations service and how we can offer a global unrestricted platform for our clients.

Strategic Messaging & Financial Communications

The goal of our IR strategy is to enhance your exposure to target investors, generate interest and build a high-value shareholder base in alignment with your vision. This starts with understanding your business. As a client of Edison Advisors, you will have an assigned research analyst on your IR team. Our analysts play a key role in shaping strategic and financial communications.

Your analyst will:

  • follow newsflow on your company and the industry, producing single-page QuickView reports to be distributed globally
  • analyse readership data via our proprietary InvestorTrack distribution platform
  • provide input into strategic messaging and investment highlights to be integrated into factsheets and other materials
  • prep your management team for Q&As ahead of every earnings call
  • act as a resource for investors performing due diligence on your company
  • monitor sector and competitor activity, providing insights into trends and investor activity

Development of IR materials

Your analyst and specialist IR team will shape your investment case to resonate with diverse markets and investor types.

We will produce a full suite of investor materials, including:

  • IR presentations
  • investor factsheets
  • executive interviews
  • company webcasts
  • IR kits (in diverse formats)
  • digital assets, such as videos and animations

Newsflow and press release strategy

We will create a 12-month calendar of activity to underscore momentum in the equity story and amplify your key messages. We will identify opportunities to generate news about your company, planning a specific outreach strategy to maximise influence with target audiences. We work as an extension of your in-house team, or hand-in-hand with existing advisers for maximum impact.

Earnings: preparation, logistics and communication

Your analyst will advise you on messaging strategies to resonate with the market and offer management a Q&A prepping session before your earnings call. We can handle all aspects of logistics, including optimal timing, webcast, press releases, call scripts and interaction with analysts and investors both before and after the event.

Unique, global distribution

We use our research global distribution platform, distributing your message to all investor types on major financial platforms including:

Bloomberg

PRNewswire

Nasdaq

Business Wire

Evolving your register by investor type and geography

We contrast the composition of your register with that of your peers, advising you on the optimal structure in terms of investor type, geographical dispersion and liquidity profile. Your assigned analyst will have access to sophisticated investor targeting tools and our proprietary InvestorTrack analysis, helping you identify the right investor profile despite their type or geographical location. This will inform a proactive strategy to build your profile and maximise influence with target audiences and ensure you are evolving your register and building a high-value shareholder base to support your capital market needs.

Edison roadshows, conferences and events

We plan all aspects of your roadshow activity in Europe, the US and Asia-Pacific. You will benefit from our unique ability to target all investor types in all geographies, taking advantage of our regional expertise from our worldwide offices. We provide in-depth intelligence on each investor and their KPIs, ensuring you are properly prepared for each encounter. Our independent status encourages a more collaborative approach with the buy side, reflected in our detailed feedback documents that provide advice and recommendations on how to convert interest into shareholdings. As a valued client, we will recommend key investor and industry conferences for you to attend and grant you access to our active calendar of conference and digital events. These include educational seminars for IR and NEDs, thematic conferences, key opinion leader or KOL events, one-to-one conferences and family office events.

Establishing your networks

We work with you to create multiple touchpoints with the investment community, including sell-side analysts, investment banks, key opinion or thought leaders, advocacy groups, the financial press and other advisers. Our vast corporate network can also help introduce you to potential business partners and customers in target geographies.

Market intelligence and monitoring impact

We will provide you with detailed feedback and analysis on the effectiveness of your IR programme to constantly improve its effectiveness and impact. As well as ongoing feedback from the IR team on weekly calls, through events and investor calls, you will be given detailed reports on movements in your register, money inflows and outflows, new investors to target, as well as competitive intelligence from our analysts and insight from our market strategists.

A differentiated consulting solution

Leveraging Edison’s renowned research platform with a proven track record of success for our clients

  • Access new and diverse pools of investment capital
  • Improve the quality of share registers
  • Improve trading liquidity in the stock
  • Help achieve a fair valuation
  • Assess and improve market perception
  • Complement sell-side activity
  • Independent capital markets advice
  • Project work: roadshows, equity story promotion, perception studies
  • Full-service IR: capital markets advice, financial communications and investor marketing
  • Founded alongside a global equity research platform
  • Deep sector expertise and capital markets intelligence
  • Senior-led teams of investment professionals
  • Extensive investor networks in Europe and the US
  • Proprietary investor analytics tracking tool
  • Specialist in providing investor access for AIM-listed companies
  • Specialist in marketing small cap. European-listed securities to US investors
  • Access to sector-specialist investors, eg healthcare
  • Unique access to single- and multi-family office networks in Europe and the US
  • Specialist in marketing medium- and larger-cap securities to private wealth investors
  • As an independent service provider, Edison is not affected by the new legislation
  • Edison complements sell-side distribution to expand reach into new pools of capital

We'd love to hear from you

We understand that every company is unique so to find out more about our consulting service can help your company please get in touch.

Contact us