The In-Site Team What We Do Our Success Contact Us

We pride ourselves on setting high goals and exceeding expectations. As you will see from the examples below, at In-Site, we achieve tangible results.

Achieving IR Goals
Building European Visibility
Successful M&A Communications

Achieving IR Goals

Scenario: A micro-cap client with a compelling, but unknown story was nearing profitability and wanted to maximize visibility with Wall Street and attract new institutional ownership.

In-Site in Action: We began by gathering extensive feedback from the Street on what would compel them to invest in this company. Based on our findings, we recommended that the client emphasize their commitment to achieving profitability while remaining focused on investing in R&D, versus positioning itself as a research-driven company. We counseled management on when and how to give guidance to the Street and began implementing a year-long plan designed to achieve the client’s IR goals. Once reaching profitability, we broadly communicated the company’s achievement of this goal to build management’s credibility and visibility, and immediately took the CEO and CFO on road shows in major East- and West-coast financial centers, introducing them to key buy- and sell-side contacts in one-on-one meetings.

Results: The positive perceptions and relationships forged during the execution of In-Site’s plan continue to produce results for this client. On the buy-side, the number of institutions holding the stock increased over 60% within 16 months from initiating guidance. A number of major institutions who we introduced to the company and its investment story, including RS Investments, Gardner Lewis and Turner Investment Partners, are now significant shareholders.

Building European Visibility

Situation: A developmental-stage biotechnology client with a market cap under $50 million wanted to increase institutional sponsorship from European firms.

In-Site in Action: After reviewing our contact lists in major European financial centers, we recommended that the client conduct a road show in the U.K. and, if time allowed, Zurich. We developed appropriate messages to use in pitching the client’s investment thesis to a non-U.S. audience and marketed the client to our key targets during peak U.K. business hours.

Result: In-Site secured meetings with portfolio managers and buy-side analysts at leading U.K. institutions including Framlington, Insight Investment and Reabourne Technology Investment Management, filling all time slots available.

Successful M&A Communications

Situation: A client was planning to acquire another company and, to fund the acquisition, assume debt for the first time. Management wanted to be sure the Street would see the benefits of the transaction and that the stock would maintain or increase its valuation.

In-Site in Action: In-Site developed a plan for communicating the strategic benefits of this acquisition to the Street. We counseled management on the potential impact of the acquisition and related convertible debt to investor perceptions. We then worked closely with management and the banking team to develop appropriate messages, including why the acquired company is a good fit and how it would positively affect the client’s operations. We incorporated these messages into the acquisition press release and developed a slide presentation and key speaking points, both of which were delivered to the company’s top institutional investors at a meeting in New York and via live web cast organized by In-Site. We followed up with participants to monitor perceptions and answer follow up questions as needed.

Result: Shareholders were excited about the diversification the acquisition would provide the company; this enthusiasm was reflected in the market’s positive reaction to the news.