6 New Thought Leadership Series for Boards, Management Teams and Elevated Investor Relations Officers

Business Strategy The Valuation Equation: Connecting Strategy, Performance, and Capital Markets In today’s ever-evolving marketplace, creating sustainable value demands a seamless alignment of corporate strategy, operational performance, and capital market expectations. Through data-driven insights and strategic rigor, we help organizations identify untapped opportunities, anticipate market shifts, and optimize long-term valuation. Our monthly updates offer forward-looking perspectives, equipping leadership with the tools to continuously refine strategy, outperform competitors, and deliver meaningful returns to stakeholders.

Valuation Global Sentiment Valuation Index: Actionable Insights & Decision Quality for Valuation Impact We launched the Global Valuation Sentiment Index in 2024 to provide public companies with a holistic view of how leading institutional investors prioritize and perceive the ability of public companies to create and sustain value over time. We track changes in the index monthly, to help companies adapt investor communication, content, and engagement strategies in real time. The four components of the Index are Long-Term Cash Flow Stability (Foundational Valuation, Risk Profile and Discount Rates (Foundational Valuation), Strategic Growth Potential (Growth Valuation), Reputational Capital (Sustainable Value Creation Valuation) and Disruptive Innovation and Real Options (Exponential Value Creation).

Perception Predictive Investor Voices: Actionable Insights & Decision Quality for Valuation Impact Predictive Investor sentiment can be a powerful force in shaping a company’s valuation. By synthesizing real-time market feedback, rigorous analysis, and competitive intelligence, we translate investor perceptions into actionable recommendations that elevate market confidence and valuation. Our monthly intelligence briefings provide management teams with clear, proactive strategies to address emerging investor concerns and maximize valuation impact—ensuring you stay ahead of the sentiment curve.

Investor Days The Valuation Power of Storytelling: Crafting Conviction, Unlocking Value A compelling equity narrative can transform routine investor updates into a catalyst for value creation. By weaving quantitative evidence, strategic foresight, and a clear vision for growth into a cohesive story, leadership teams can build deep credibility and drive conviction among investors. Our monthly best-practice guidance empowers companies to develop narratives that resonate, differentiate in crowded markets, and unlock lasting valuation uplift.

Advisory Resilient Valuation: Advisory Strategies for Market Impact In an environment of rapid change, resilient valuation strategies are essential for organizations looking to preserve and enhance market value. We integrate scenario-based planning, robust risk management, and growth-focused capital allocation to help businesses navigate uncertainty and maintain investor confidence. Updated monthly, our advisory frameworks enable leaders to anticipate challenges, capitalize on opportunities, and ensure sustained valuation growth—regardless of market conditions.

Comms / Engagement The Future of Investor Capabilities, Content, Communications and Engagement As markets grow more dynamic and digital channels continue to evolve, building?future-ready capabilities?in content, communication, and engagement has become central to?strategic adaptability. Transparent and tailored investor interactions are no longer optional—they are pivotal for sparking enthusiasm, fostering trust, and sustaining long-term valuation. In our monthly thought leadership, we explore the latest communication technologies, advanced content creation methods, and innovative engagement strategies. By integrating these insights, organizations can remain agile at the forefront of investor relations—establishing enduring partnerships and driving superior market performance in an ever-changing world.