Two companies specializing in unique spaces within the building products market merged to create the largest manufacturer of exterior building products in North America. As the merged entity launched under a new name, it was critical to effectively establish and market the company’s new investment brand.
THE STRATEGY & SOLUTION
The company partnered with Dix & Eaton to elevate the investor relations function and fine-tune the company’s investment thesis. Dix & Eaton supported the company in numerous ways, including:
- Established the earnings process and baseline format for all quarterly earnings materials (e.g., release, scripts and presentation) and quarterly earnings reports for the Board.
- Developed core messaging; supported drafting of the earnings releases, investor conference call scripts and other announcements; provided in-depth peer reporting and benchmarking; and drove content development and design of the company’s earnings presentations.
- Produced the company’s first annual report – including theme ideation, writing, design development and production support.
The new company established a strong reputation in the investment community and among industry peers. In addition, the investor relations officer was recognized internally as a strong conduit between the Street, management team and the Board. As further evidence that the company’s investment proposition resonated with key external stakeholders, the company was acquired by a prominent private equity firm at a significant premium for investors.
Please note: This example was written with anonymity to protect client confidentiality. For further detail, please contact us.