Investor Targeting

Resources

Blog Posts

Case Studies

Winning IR Podcast Episodes

S3E2 - Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With Investors

Moira Conlon founded Financial Profiles 15 years ago during a recession, which helped to form their belief that every company has a story to tell in good times and bad. She’s an influential and award-winning corporate governance and PR leader, and a frequent contributor to Forbes, CFO Magazine, and IR Magazine. Financial Profiles has a demonstrated track record of leveraging best-in-class communications practices to help its clients attract capital, talent, customers, and media attention.

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S2E6 - Chris Mayo from the London Stock Exchange on How to Expand Your Access to Capital

Chris Mayo, CFA, is the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG). Chris helps companies and investment managers from the Americas access capital through corporate equity, debt, and fund listings on London’s public markets. He has more than 25 years of corporate finance experience in New York and London for Barclays, Salomon Smith Barney, Citi, and Schroders and has executed IPOs, financings, and M&A transactions in the US and Europe worth tens of billions of dollars. Previously, Chris was the Primary Markets specialist for LSEG in the technology and life science sectors and was also an investor and Head of Strategy for an early-stage cloud-managed services company, which exited to a UK technology company.

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S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie, Byline Bank

Brooks O. Rennie is Head of Investor Relations at Byline Bancorp, Inc. (NYSE: BY). Mr. Rennie established and leads the company’s Investor Relations function in addition to responsibilities related to ESG. Mr. Rennie’s background includes experience in Capital Markets, Mergers & Acquisitions and Corporate Development with a strong local and national network across multiple markets.

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Guides

Get insight and recommendations from our investor relations resources and eBooks.

State of IR 2024

Challenges, Opportunities and Priorities from Investor Relations, Executive, and Consultant Perspectives

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The Ultimate Guide to Investor Targeting

Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach

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State of IR 2023

Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants

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How to Target Better Investors for Your Company

A checklist for IR teams looking to enhance their investor targeting efforts

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Guide to Writing a Successful Investor Email

Win over more investors with our ultimate Guide to Writing a Successful Investor Email.

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Webinars & Videos

How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can optimize their shareholder base.

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How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

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Five Mistakes to Avoid When Targeting and Prospecting Investors

In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.

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