Business Services companies face numerous challenges given a diverse range of subsectors and a fragmented investor base. Research analysts and investors sometimes have few if any true “comps” to help them better understand your company and value it appropriately. This situation requires even greater insight on the part of investor relations teams to educate the investment community. Solebury Trout brings years of bulge-bracket sell-side equity research expertise in this unique and rewarding sector.
The Clean Tech sector is driving not only the future of energy, but also significant changes in the global economy. New technologies and business models require both a differentiating media story that highlights innovation and technology, as well as an investor story that focuses on economic returns and business model viability.
Consumer spending is the largest segment of the US economy, but one that is undergoing significant change due to demographics and technology. E-commerce is a rapidly growing opportunity or threat, depending on a company’s business plan. And, consumer buying patterns change according to income, age, social trends and corporate reputation. Companies that are successful in this segment understand their target market and are able to communicate a profitable business strategy to investors and a desirable purchase to consumers.
Messaging in the cyclical energy business is critical. Investor sentiment has dramatically changed as a result of the downturn driven by low commodity prices. As oil prices have recovered, investors are expecting upstream companies to operate within cash flow. Negative surprises result in severe punishment. Solebury Trout understands the complex issues that influence the sector’s network of audiences, enabling us to tell their stories, navigate cycles and generate value for shareholders.
We help our clients differentiate their companies and more importantly their “equity stories” in an increasingly competitive investment environment. Understanding how investors evaluate both businesses and management teams is critical to developing and executing an effective investor relations program and building C-suite credibility. Solebury Trout’s Financial Services group has significant experience partnering with both private and public management teams, having successfully advised more than 30 companies since inception.
The healthcare sector covers a broad range of product and services companies, including medical products, pharmaceuticals, hospitals, nursing homes, home healthcare, diagnostics and clinical research organizations. For investors, the striking advances in technology and science must be balanced against the limits of reimbursement, particularly for government-funded programs. Companies need to clearly articulate and communicate their strategy and how they will adapt to a constantly changing environment.
Subsectors: healthcare delivery systems, payment sources and numerous diseases.
We bring passion and expertise to this important and far-reaching sector of the economy, from manufacturing to building and distribution. Whether it is a 150 year-old manufacturer, an emerging growth focused spin-out looking to unlock value, or an acquisitive multi-national with thousands of employees and a global footprint, we help companies refine and tell their unique stories and avoid getting lost in the “macro” themes.
SoleburyTrout has worked with more than 40 Industrial companies, leveraging our deep expertise to help clients communicate strategically as they manage through business cycles, acquisitions and divestitures, management transitions, restructuring, and other challenges.
Greater understanding of biology and advances in technology have led to profound growth in the life sciences sector. The improving regulatory environment, in the US and globally, is also driving innovations in research and development.
For more than 20 years and hundreds of engagements, we’ve provided clients with senior counsel and execution on value-enhancing investor relations and corporate communications strategies. We’ve helped clients powerfully differentiate their science, pipelines and value propositions to investors, media, potential partners, patients, and the scientific and medical communities. We offer our biopharma clients a creative, active approach to gaining exposure and access, building credibility, and moving their business objectives forward.
Our investor relations and corporate access practice has introduced companies to a unique, highly-specialized and sophisticated institutional investor base, as well sell-side analysts. We host hundreds of well-attended conferences, R&D days and thought leader events for key stakeholders, including the Solebury Trout Annual Management Access Event during the J.P. Morgan Healthcare Conference in San Francisco, as well as the Solebury Trout Hamptons CEO Roundtable for emerging life science companies. And, our proprietary contact database is continually expanding.
Our corporate communications group has helped biopharmas communicate their scientific, clinical development, and operational progress within the competitive landscape—while addressing critical challenges along the way. We create messaging and materials that are powerful and differentiating, and media campaigns that support a company’s stage of development and potential. Our working premise is that if a company doesn’t actively define itself, its pipeline and competitive position—someone else will.
Our IR and corporate communications services include:
Real estate touches lives everyday. Grocery shopping, working, or renting an apartment all require interacting with the many services that support the real estate sector. Landlords, REITs, data providers and real estate brokers, as well as commercial and residential property types, each have unique reputation drivers. Telling these stories through experienced investor relations and corporate communications professionals is critical. With more than 25 years of collective experience, bolstered by a former research analyst ranked by the Wall Street Journal, Solebury Trout is ideally positioned to enhance valuations for our real estate clients.
Business models like cloud services and blockchain, as well as social, mobile and digital innovations require that companies in the TMT space align strategy and operations to succeed. Solebury Trout has the expertise and industry knowledge to provide strategic counsel that helps companies position their value proposition most advantageously during this period of great change and opportunity.