Strategic IR & Shareholder Engagement:
Building Long-term Investor Relationships and Support
Challenge
Launch inaugural shareholder engagement program to increase strategic ownership base, secure investor support for ballot items, and better tell the Company’s narrative
01
Investor targeting & custom engagement strategy
02
Engagement materials creation & management prep
03
Refined Company’s narrative around its leadership, strategy, value creation opportunities, and compensation & sustainability practices
04
Investor profiles & engagement insights
Outcome with Anteris' Support
Increase in long-term investor ownership relative to short-term hedge fund ownership
Increased support on Annual Meeting ballot items
Improved relationships with PMs and stewardship teams at top shareholders
Market understanding of the Company’s growth story and value proposition
New York | Boston | San Francisco
