Do investors, analysts and fund managers fully understand what drives your company?  Mozaic develops strategic messaging to tell your story to Wall Street and Main Street.

We start by listening to analysts, investors and stakeholders to learn how well they know the company and its strengths. We note misperceptions and concerns about the company, performance and competitive outlook. This knowledge helps us build IR strategy from the ground up. It shapes what we say, and how we say it, in our earnings releases and calls, our roadshow analyst meetings, and the many public touchpoints with current shareholders and the investor community.

Not every company has the same IR needs; thus, we tailor our approach to every situation. Mozaic can step in as an outsourced investor relations department. We can provide ongoing IR counsel, or tackle specific financial communication projects.  In every case,  we advocate for full and fair market value and the best long-term interests of the company.  

• Building trusted relationships and credibility in the investment community
• Identifying investment funds for proactive outreach
• Tracking sell-side analyst and industry coverage
• Developing profiles on investors and funds requesting management meetings
• Conducting quantitative and qualitative research on holders and reporting metrics
• Identifying trends in investor holdings and company performance vs. peer/competitor companies; benchmarking and monitoring industry reports and analyses 
• Arranging presentations and introductory meetings at beneficial non-deal analyst and investor conferences

• Driving the quarterly reporting process, working with key internal resources on corporate messaging strategies 
• Developing earnings releases
• Scripting earnings call presentations
• Q&A prepping for potential analyst and investor questions
• Arranging logistics for conference calls and webcasts 
• Coordinating interaction with the stock exchange and news wires 
• Handling dividend declaration releases and stock exchange reporting 
• Developing and updating corporate fact sheets

• Communication of material disclosure events
• Preparing management for non-deal roadshows and investor meetings
• Ongoing analysis of shareholder communications strategies
• Annual report creation and annual meeting presentation content
• Financial and news media outreach and coordination
• Executive media training
• Stock exchange reporting compliance and notification
• Developing CEO messaging to internal corporate audiences 

• Comprehensive IPO communications and assistance
• Building an IR structure for new public companies 
• M&A deal transaction and corporate integration announcements