Debt and Equity Offerings
Together with the company, we will work with the investment bankers, the underwriters, as well as the legal and accounting firms to structure the issuance of debt transactions or equity.
How can we help your company?
Our Experience
- Support in structuring the transaction, together with the bankers, the brokers and the legal and accounting teams.
- Collaboration in the placement prospectus, whether debt or equity, per the requirements of the regulatory agency.
- Support in the investor presentation that will be used as a promotion tool in the issuance of debt or equity.
- Gathering market feedback from potential investors after a roadshow, providing feedback to management with regards to perceptions that may impact the company’s image following the offering.
Investor Communication Strategy
Planning, implementing, and upholding of the corporate image that is projected to the capital markets following Company’s, always prioritizing corporate culture and image.
How can we help your company?
Our Experience
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- Training of Management Team.
- Crisis Communications.
- Social media strategies and targeting.
- Conducting Market Perception Studies, gathering analyst and investor perceptions in order to give the company’s management team valuable feedback.
- Seeking opportunities for improvement in terms of image and delivery of financial results to broaden trust and reaffirm the company’s commitment to deliver results.
- Maintenance of consistent communications with the market, by disseminating public information that is timely and accurate.
Shareholder Events
IDEAL Advisors supports the company in the preparation of Investor Days in the United States, Mexico and abroad; this includes the organization and logistical component of corporate events, roadshows, NYSE listing anniversaries and other celebrations.
How can we help your company?
Our Experience
- Collaborating with event materials, including presentations, speeches, press releases, and more.
- Highlighting the company’s main selling points, including financial results, operating results and other key metrics.
- Generating information regarding your company’s target investor audience: profile, portfolio and size.
- Managing logistics, organization and dissemination of the event.
- Collecting feedback after the event, from investors and analysts, in order to report back to the management team.
Disclosure of Information
Preparation of disclosure materials for the market, in both English and Spanish. This includes dissemination throughout the various media outlets in Mexico, the U.S. and abroad.
How can we help your company?
Our Experience
- Generation of press releases regarding corporate or operating material events.
- Creation of financial quarterly results and guidance reports.
- Optimization of internet presence related to investor relations.
- Writing of Quarterly Earnings Speech, as well as arranging the logistics of the call and management team training. Focus is on responding to questions clearly, pronunciation (for non-English speakers) and effective responses during difficult questions.
- Creation of Corporate Annual Reports (in Mexico, the Anexo N for the CNBV ) and ESG reports.
- Additionally, we support the company in daily or extraordinary IR activities: Shareholders’ Meetings, proxies, Board Meetings, and overall Corporate Communications.
