This fast-growing Canadian company with a loyal – but exclusively Canadian ‚ shareholder base had caught the attention of institutional investors and equity analysts outside its home markets. Responding to requests from U.S. and European market participants, the executive team decided to do its first-ever roadshow outside its home market. On the advice of the company's banker, the executives decided to engage a communications advisor to ensure the right messages were being delivered to a new, demanding audience. The company hired Gargiulo + Partners for the task.

In five short years, the company had successfully transformed itself from a microcap Canadian company, manufacturing equipment for the pulp and paper industry, into a $1 billion global corporation providing leading technologies for sectors including ore processing and water treatment. The roadshow, in addition to introducing the company to a new investor base, simultaneously provided an opportunity for the newly appointed President to address the financial community as head of the company.

This mandate drew upon Gargiulo + Partners' core strengths: redirecting investor communications to ensure the messages reflected the higher-margin, higher-growth business lines into which the company had evolved; and then, working with members of the executive team to ensure those messages were communicated clearly, confidently and convincingly. Specifically, we:

The roadshow was a success. The stock price rose immediately afterward; the shareholder base became more geographically diverse; and equity analysts' reports and recommendations reflected the company's new position in higher-growth businesses.

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This leader in commercial, consumer and investment banking – for whom we have provided numerous communications services over a decade-long relationship – has retained Gargiulo + Partners to assist in preparing its quarterly and annual earnings and shareholder reports. We have worked for this firm through seven annual report cycles (in 1999 and from 2002 through 2007).

During this time, we have edited and helped set the tone of all of the firm's 10K and 10Q filings, applying and interpreting the firm's own style guides. Additionally, we have written portions of both these filings and the front-of-book marketing sections of several annual reports. From advising senior editors and designers, to developing earnings messages and editing copy for filings alongside the SEC reporting team, we have helped the firm shape both the direction and language of its official communications.

Our quarterly work for the firm is entering its sixth year and continues to evolve and expand, encompassing not just regular investor communications but also certain notifications of earnings-related special events.

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Soon after completing its initial public offering, this emerging leader in a premium consumer-services segment was preparing to attend an investment bank–sponsored conference on microcap companies. The company's chief executive and president engaged Gargiulo + Partners to revise an investor presentation for use at the conference, at which the audience was primarily buy-side equity analysts – many of whom were hearing the company's story for the first time.

The initial draft of the presentation lacked focus and a clear and compelling articulation of strategic vision. This was particularly troubling since it would be the first time the newly appointed president would make a presentation to this kind of audience. As well, the initial draft was visually lackluster, textually dense, and lacking in supporting data. We rewrote the storyline and reworked the presentation with new content and graphics.

The resulting presentation put forth a story that reflected the company's strengths, told from a perspective that resonated with equity analysts and potential shareholders. It was well-received, and favorable analyst coverage of the company followed thereafter.

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