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Investor Engagement Matters: A Midwest Industrials Company Methodically Builds Shareholder Base

A Small-Cap Case Study for Public Company IROs

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A Small-Cap Case Study for Public Company IROs

When an experienced IRO joined the Investor Relations team of a small-cap industrials client, the shareholder base was dominated by hedge funds, including several with an activist bent. The opportunity for the IR team was to build a shareholder base more oriented toward the company's long-term value creation strategy.

Read our latest case study in which S&P Global Issuer Solutions helped a small-cap, Midwest industrials company that was thin on analyst coverage and otherwise off the grid. The S&P Global team described four critical steps: Identifying the right audience, getting buy-in from management, executing the engagement strategy, and measuring results.

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