CFA charterholders with more than 50 years of collective experience, Clear Perspective Group's managing directors provide inspired counsel regarding investor relations best practices.
Clear Perspective Group, LLC (CPG) is a full-service, independent investor relations consulting firm…alleviating many of the time burdens accompanying public ownership. Clear Perspective Group, LLC (CPG) is a full-service, independent investor relations consulting firm…alleviating many of the time burdens accompanying public ownership. Clear Perspective Group facilitates access to institutional and professional investors looking for small- and micro-cap stocks. Our most valuable assets are numerous and long-standing relationships with portfolio managers, buy- and sell-side analysts, brokers, investment bankers, and investor relations service providers. CPG clients reap the rewards from investor relations practices designed to continually enhance investor and analyst following, expand awareness, advance management's credibility, and attract long-term shareholders. Clear Perspective Group CPG advocates transparency, accuracy and timeliness. Clear Perspective Group CPG managing directors have extensive experience representing clients on all major stock exchanges: NYSE, AMEX, and NASDAQ as well as pre IPO companies
Clear Perspective Group CPG is a full-service, independent investor relations consulting firm that can alleviate many of the time and expense burdens accompanying public ownership. Clear Perspective Group CPG facilitates access to institutional and professional investors looking for small- and micro-cap stocksÉconnecting quality companies and the investors who seek them. CPG's most valuable assets are numerous and long-standing relationships with portfolio managers, buy- and sell-side analysts, brokers, investment bankers, and investor relations service providers. Actual stock-price performance of companies that CPG’s managing directors have assisted with specific results-oriented initiatives that produced tangible outcomes identified. Clear Perspective Group CPG advocates transparency, accuracy and timeliness, CPG clients reap the rewards from investor relations practices designed to continually enhance investor and analyst following, expand awareness, advance management's credibility, and attract long-term shareholders. Real-time monitoring and analysis of investor perception 24 hours a day 365 days a year; consolidate contact profiles, contact history, e-mail, fax, and mailing lists; manages every aspect of investor relations website Employment opportunities with CPG Clear Perspective Group CPG facilitates access to institutional and professional investors looking for small- and micro-cap stocks - connecting quality companies and the investors who seek them.

 

 

Actual stock-price performance of companies that CPG’s managing directors have assisted with specific results-oriented initiatives that produced tangible outcomes identified.
  

CPG’s highly experienced team has analyzed, published research on, and provided consulting services to numerous and varied public companies over the past several decades. Client results show that the number of investor contacts substantially increases within several months of CPG’s engagement, and consistently thereafter.

For more detailed information on these actual case studies or to better understand how CPG can enhance the investment community's perception of your company, please contact CPG at 866.364.2586.

The following examples illustrate results that correlated with some of our endeavors.

CPG was retained to enhance transparency, and, within weeks, had redesigned the IR portion of this leading IT solutions provider’s website and arranged personal introductions to institutional investors. The CPG team also assisted with the creation and scripting of a presentation slide deck that is now being used in conjunction with quarterly earnings conference calls and also provides general investor relations counsel and analysis, in addition to drafting, editing, and disseminating the company’s financial communications including press releases, letters to shareholders, road-show investor presentations, and investor fact sheets.



One of North America’s largest distributors of industrial parts and components, this   NYSE-listed company engaged Clear Perspective Group to develop and maintain the investor relations portion of its website. Through its ClearSite® technology platform, CPG manages all aspects of the client’s investor relations website via content and contact management tools that put it on the leading edge of IR best practices. ClearSite provides financial data—embedded detailed stock quotes, interactive stock charts, SEC filings, real-time EDGAR filings, press releases, etc.—and also manages the company’s rapidly expanding investor database. Swift response to requests for investor packets using cost-saving print-on-demand procedures, as well as distribution of press releases, complement this company’s in-house resources.



For this long-time NYSE-listed natural resources company client, CPG implemented a comprehensive investor relations program that included authoring and distributing investor fact sheets clearly articulating the company’s investment merits. Other services encompass the drafting of press releases, production of annual reports, arranging and scripting conference calls and webcasts, the redesign and maintenance of the IR section of the company’s website, and formulation of communication strategies. CPG also assists with investor inquiries and helps buy-side portfolio managers and analysts with the development of financial models to follow the company’s progress.



This life science instrument manufacturer was retained by CPG in 2004 to improve investor visibility and enhance transparency, and remained a client until its acquisition by a private company in 2007. The investor relations pages of the company’s website were revamped and expanded by CPG to provide the investment community with a clear picture of steps undertaken to increase shareholder value. In addition, management was personally introduced to pre-qualified institutional portfolio managers and both buy- and sell-side analysts. While engaged with CPG, this company experienced increased trading volume and market capitalization growth of greater than 100%.



CPG’s team assists this NYSE Amex-listed specialty vehicle manufacturer in a wide range of public relations and investor relations activities. In its long relationship with this client, CPG continues to showcase the company’s investment merits via authoring and distributing compelling investor fact sheets—updated at least quarterly, drafting press releases, and writing financial communications such as the quarterly conference call script and letters to shareholders for executive management. In addition, CPG answers investor inquiries, manages all logistical information for quarterly teleconferences and webcasts, and maintains the company’s investor database.



This Nasdaq-listed company, a provider of outsourcing services to the healthcare industry, was assisted by CPG’s managing directors on numerous fronts. In addition to creating and updating investor fact sheets that clearly illustrated the company’s investment merits, management was introduced to institutional investors, who consequently became significant long-term shareholders. Correspondingly, the company’s stock trading volume increased, spreads contracted, and the market capitalization subsequently increased by several orders of magnitude.



Within only a few months of their involvement, CPG’s team had created and published the firm’s first investor fact sheet, which clearly demonstrated that the company was being undervalued by the market. Concurrently, investor interest in the stock heightened, trading volume improved, and the share price began to increase.



A nearly $1 billion Nasdaq-listed financial holding company focused on full-service community banking received guidance from CPG’s managing directors regarding design and implementation of a successful investor relations program. This customer-specific program entailed listing on the Nasdaq, launching a Stock Purchase and Dividend Reinvestment Plan, personal introductions to institutional investors, and creating compelling literature articulating the company’s investment merits. CPG’s managing directors were instrumental in providing general investor relations counsel, in addition to drafting, editing, and disseminating the company’s financial communications including press releases, annual reports, letters to shareholders, investor presentations, and investor fact sheets. These efforts correlated with tighter bid/ask spreads, better liquidity for the company's shareholders through significantly increased trading volume and an expanding roster of market makers, as well as higher stock prices.

 


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