Using Investor Relations

Using Investor Relations to Maximize Equity Valuation

"Ryan and Jacobs provide a much-needed and valuable road map that should help CEOs and CFOs navigate the capital markets landscape. Not only do they address the traditional Investor Relations responsibilities, but also the often misunderstood relationships between the sell-side analyst, investment bankers, capital markets, and buy-side investors that company management often don't see."
—William Schmitt, Senior Equity Analyst, CIBC

"By employing former analysts as investor relations specialists, Integrated Corporate Relations (ICR) has raised the bar in the investor relations field."
—Patrick McCormack, CFA, Portfolio Manager, Tiger Consumer Partners, LP

"The team at ICR has created an important, strategic, value-added service for management teams as well as Wall Street investors and analysts. Their capital markets experience, vast sector knowledge, and wealth of relationships allow them to play a dynamic role that is unparalleled in the investor relations and corporate communications industry."
—Joe Teklits, Director, Sr. Research Analyst—Apparel and Retail, Wachovia Capital Markets, LLC

"We've found that ICR truly delivers superior, strategic investor relations counsel due to their high-level capital markets backgrounds. They assess every situation with an eye on long-term equity value, and for that reason, their viewpoint syncs perfectly with our Board of Directors and management. Unlike many firms that claim superior knowledge in the field, ICR actually wrote the book."
—Rick Rosenfield, co-CEO of California Pizza Kitchen

To help corporate executives use investor relations to enhance corporate value and lower capital costs, this volume presents an overview of capital markets and the relationships among the players in those markets. Ryan and Jacobs emphasize definition, delivery and dialogue as the essential tools of investor relations and they offer detailed suggestions for their implementation. The appendices include sample press releases, a conference call script and a sample investor relations plan. Annotation ©2004 Book News, Inc., Portland, OR

THOMAS M. RYAN is the cofounder and co-CEO of Integrated Corporate Relations. Tom was a managing director in the equity research department of BT Alex. Brown. He has participated as lead or co-manager on at least $5 billion worth of investment banking transactions, including bank financing, high-yield debt, equity, and M&A transactions. Tom has often been quoted in the New York Times, the Wall Street Journal, Investor's Business Daily, International Herald Tribune, and the Wall Street Transcript. He has been a featured expert on CNNfn, CNBC, Money Talk (PBS), WNYC TV, and Bloomberg Television.

CHAD A. JACOBS is the cofounder and co-CEO of Integrated Corporate Relations. Before cofounding ICR, Chad was a vice president and managing director in the equity research departments of BT Alex. Brown and, before that, Ladenburg Thalmann. Chad has been the focus of stories in USA Today, POV, the Wall Street Journal, Investor's Business Daily, Women's Wear Daily, Daily News Record, Footwear News, Transworld Snowboarding, and Action Sports Retailer. He also served as a roundtable member on CNNfn and as a featured guest on ESPN2.