Q3'24 Inside The Buy-Side® Earnings Primer®

Activate

We execute flawlessly and efficiently on our insights-driven plans, creating immediate and sustained value for our clients.

Explore Our Solutions​

Activate

We execute flawlessly and efficiently on our insights-driven plans, creating immediate and sustained value for our clients.

Explore Our Solutions​

Earnings

Through a strategic and process-oriented approach, we add value throughout the earnings cycle

Earnings is one of the most critical communication platforms a company has to maximize value and mitigate risk. Four times a year, management can demonstrate execution against the communicated plan, reinforce strategy, address knowledge gaps and appropriately set expectations. In the event operating performance falls short of expectations, thoughtful, strategic communication can play a critical role in mitigating concern and rebuilding credibility. As former buy-side investors, sell-side analysts, IROs and communications experts, we work collaboratively with C-Suite and Investor Relations executives, advising on earnings strategy – every quarter is the championship game – and developing best-in-class materials that serve to educate, engage, and positively differentiate our clients, even when communicating mixed or weak underlying results.

Employing an outside-in perspective, we put a critical, experienced eye to evaluating earnings-related materials, identifying themes to highlight pitfalls, unnecessary complexity, confusing content, and potential questions.

Our end-to-end earnings solution encompasses macro insights, real-time trends and competitive intelligence, content development, guidance strategy, management Q&A preparation, and around-the-clock support.

Leveraging our deep capital markets expertise, best practice knowledge and process excellence, we fix expectations, management issues, build management credibility, and generate increased support from investors and analysts.

Investor Day

We are the industry leader when it comes to investor day impact

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According to proprietary research, 94% of investors view these events as value-added and a valuable use of time.

Investor days are best practice. We have seen first-hand the meaningful impact a compelling investor day has on investor and analyst sentiment and valuation.

Our expertise, strategic direction, and tactical execution consistently deliver impact for this key constituency. We have developed a proven approach to engaging investors, building management credibility, and positively rerating companies.

Our proven approach comprises:

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Learn more about Corbin’s IR Advisory and Investor Day practice capabilities to meet your investor’s expectations: Delivering an Investor Day with Impact.

Investor Day Case Study

The following Case Study reflects our proven methodologythat supports consistent value realization:

Engagement Highlights

  • February 2022: Client engages to conduct Voice of Investor,® Perception Study in preparation for an Investor Day
  • Q1’22: Communications/Gap Analysis begins; Investor Day strategy discussion kicks off
  • Q2’22: Voice of Investor® Perception Study findings and recommendations presented to Executive Committee and Board
  • Q2’22: ESG Advisory engagement kicks off
  • Q4’22: Client hosts Investor Day

Key Results

  • Positive sell-side reactions, new shareholder initiations, stock price appreciation, and glowing management feedback on their experience working with Corbin
  • Leveraging proprietary research and analytics, a best-practice mindset, executional excellence, and a deep understanding of what influences sentiment – Corbin deployed our proven Value Realization Model

Date

February 2022

Size

Large-Cap

Industry

Financial Services

Background

  • Founded in 1866
  • Ohio-based
  • Commercial, consumer, and mortgage banking services
  • Mix of new and seasoned leaders
  • Recently completed transformational acquisition
  • Opportunity to incorporate ESG into their investment thesis

Client Testimonials

The Corbin Team is Outstanding!

From start to finish, their knowledge, coaching and effort aware to none. Their work to get our entire team – many of which had never participated in an investor dayfully prepared for this seminole event for our company was second to none!  They are truly experts, and it was a pleasure working with them!

CEO | Consumer Staples

Used Them Multiple Times and Always Do a Great Job!

Corbin team does a terrific job of helping management tell its story effectively and provides great guidance to hit key topics for our Investor Day.

CFO | Transpiration

The Corbin Team Was Wonderful to Work With on our Investor Day

Everyone was very professional and responsive, and it felt like they were an extension of our team.

IRO | Transpiration

Clearly an Organization Pursuing Consistent Improvement

A partner to enhance your Investor Day. A team of professionals who love their IR craft.

CFO | Manufacturing

Actionable Insights

Development of the questions for the study led to actionable insights that are greatly valuable as we head toward our Investor Day.

IRO | Transpiration

Strong Investor Day

Great Corbin team that helped us very successfully frame our key messages, resulting in a strong positive market reception.

CFO | Industrial

Detailed and Insightful

We selected Corbin Advisors to run our Perception Study because they were able to provide both data-driven benchmarking analysis and high-quality qualitative feedback from a wide range of investors. Our top leaders were highly engaged during the executive presentation, confirming that themes and insights highlighted by Corbin were right on the mark. This was a great process that will allow us to elevate our IR messaging and jump start our Investor Day preparations.

VP | Manufacturing

Perspective and Expertise Was Key in Ensuring We Were Able to Tell Such a Compelling Story

For our Investor Day, the Corbin team was able to effectively translate how our team was executing against the strategic plan into a compelling narrative around why our business will continue to create shareholder value in an uncertain market. Their perspective, expertise and work ethic were exceptional, and they delivered a world-class work product in partnership with our leadership team.

CFO | Industrials

Provided Good Feedback and Shared Best Practices

Clearly an organization pursuing consistent improvement. A partner to enhance your Investor Day. A team of professionals who love their IR craft.

CFO | Industrials

I Highly Recommend Corbin

Corbin has delivered consistent value in the Perception Studies they have performed for us (going on our third study) as well as much needed assistance in preparing us for our Investor Days. This last event would not have been the success it was without Rebecca and her team leading this task. Rebecca is very professional and clearly an expert in her field.

IRO | REIT

We Worked With Corbin Advisors on Our Inaugural Sustainability Report, Which Laid the Groundwork for an Impactful Investor Day

Which Laid the Groundwork for an Impactful Investor Day What stands out about working with the Corbin ESG team is the quality of execution, from the initial ESG strategy session to the final designed report and activation strategy. The team’s focus on value creation throughout the process helped us identify the issues that matter to our stakeholders, and to develop an authentic ESG story that will advance not only our sustainability goals but also fundamentally help us advance our business objectives, including attracting and retaining talent, appealing to a broader investor base and generating more opportunities.

CEO | Renewable Energy

Helped Guide Us Through the Entire Process

The team was knowledgeable of the process and kept us on track for a successful Investor Day. The Corbin team were a pleasure to work with and provided critical feedback for maximum results. They helped us tell our authentic story.

HR | Industrial Distribution

Very Well Prepared

Felt very well prepared for both the actual Investor Day presentation and the ensuing Q&A. My deck reflected the key points that were important to my segment and was well received.

Case Study >>

SVP | Financial Services

Excellent Guidance

Corbin helped our team construct an Investor Day agenda, presentations and product showcases that raised awareness about our company and addressed concerns or high priority questions from within our investor base. Starting with the Perception Study, which was of a very high quality, was key to giving the executive team confidence that our efforts were aligned with the need.

President | Industrial Distribution

It was a Pleasure Working with the Corbin Team

The Corbin team provide expert counsel and guidance on our Investor Day presentation from early planning through the day of the event. It was clear this was not their first rodeo and they helped our team confidently deliver an exceptional presentation.

VP | Industrial Distribution

Successful Investor Day

I spent 13 years on the sell side before going into IR. Until last year, I had attended many Investor Days as an analyst but never ran an Investor Day. There’s so much that goes into a successful day – A/V, slides, timing of the event. It’s both content and logistics. I am a one-man operation so I need a lot of help. My company used Corbin and I would give them an A+++ or 10/10. For me, I am always concerned about the bullet I don’t see coming. Corbin had everything covered and the event went perfectly smooth. From a Perception Study to making sure the logistics were perfectly in place, to the A+ materials, Corbin was amazing.

VP | Healthcare

This Will Help as we Position for Our Investor Day

The executive out-brief of the study allowed for a third party (not internal IR) to provide objective feedback to the leadership team as we prepare for Investor Day.

VP | Technology

All-Around Top-Notch Experience

Corbin added value to our Investor Day by providing an unbiased, outside view of both our content and our messaging. Having this unbiased feedback led to better materials and a stronger message.

SVP | REIT

Interactions with the Corbin Team was Extremely Helpful

The presentation practice and feedback was extremely helpful. The knowledge that Corbin brings to external communications and interaction with analysts and investors was impactful to the success of our Investor Day.

EVP | Industrials

Initial Public Offering (IPO)

We serve as an independent advisor to CEOs and their teams preparing for and following the IPO

With deep expertise on the factors that influence valuation and unparalleled access to real-time buy-side sentiment, we offer a unique perspective and value-added counsel on investment thesis and equity story positioning to ensure maximum value is unlocked through the IPO and beyond.

Following an IPO, we serve as an investor relations advisor, architecting and activating industry-leading strategies and providing tactical execution support. We have a long history of value creation through deploying our proven investor relations approach.

Strategy & Communications

We help our clients focus on The Big So What™ to capture value

Our proprietary buy-side research finds investors, on average, report researching 55 potential investment opportunities at any given time. The ability to effectively communicate your equity story and overarching messages are critical to targeting, cultivating and converting investors into shareholders, and maintaining their trust over the long-term.

Our insights-based approach is founded in our deep knowledge of the factors that impact valuation – born out of decades of Voice of Investor® research – and architecting and activating comprehensive investor communications programs that resonate with the Street and build management credibility.

Access insights in our regularly published research, which captures trends in institutional investor sentiment globally

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