Senior IR Leadership.
Embedded in Your Team.

Not an agency. Not a junior hire. Senior investor relations practitioners, with in-house public company experience, serving as your IRO at the engagement level your company actually needs.

What Fractional IR Means in Practice

Fractional IR is not outsourced communications. It is embedded, executive-level capital markets leadership with the same caliber of expertise that large-cap issuers build in-house, delivered on a flexible engagement model.

Your fractional IRO attends your earnings prep, joins investor calls, works with your CFO and CEO, and owns the market-facing narrative. They operate inside your company, not from the outside.

The difference: you access that expertise without permanent overhead and you scale the engagement up or down as your needs evolve.

What You Gain

  • Senior executive experience at the table, not in a briefing memo
  • Strategic ownership of the equity narrative, not just execution
  • Flexibility to scale from part-time engagement to intensive support
  • Expertise previously available only to large-cap issuers
  • IR team available in weeks, not the 3–6 months of a full-time search
  • Incentive alignment: your IR lead succeeds when you succeed
  • Access to Global IR Group's AI-powered IR Intelligence Platform

Companies That Benefit Most

Fractional IR is not for every company. It is precisely right for companies at inflection points, where the stakes are high and the IR program hasn't kept pace.

🎯

$100M – $2B Market Cap

Mid-market public companies large enough to need senior IR, small enough that a $500K IRO salary creates real tension on the P&L.

🚀

Pre-IPO or Recently Public

The IR infrastructure you build in the first year of public life shapes how institutions perceive you for years. Build it right from the start.

📊

Undervalued vs. Peers

When the disconnect between your fundamentals and your multiple isn't explained by the business, it's explained by investor perception.

💼

Capital Raise Approaching

Equity, debt, or convertible each requires targeted IR preparation. The 90 days before you go to market are the most consequential IR window you have.

CFO Bandwidth Constrained

Your CFO should be running the finance function. When investor relations competes with that, both suffer. Fractional IR resolves the conflict.

🔄

Strategy Transition Underway

Repositioning the narrative including a new segment, a new model or a new geography, requires sustained, senior IR engagement to close the perception lag.

Fractional IR Capabilities

Every engagement is tailored. Below is the full scope of what our senior IROs bring — deployed based on your priorities, your cycle, and your capital markets objectives.

Equity Narrative Development

  • Investment thesis construction and positioning
  • Competitive narrative differentiation
  • Segment and vertical story articulation
  • Key metrics and KPI framework development

Earnings Strategy & Messaging

  • Press release drafting and financial narrative
  • Earnings call script — CEO and CFO prepared remarks
  • Q&A simulation and preparation
  • Guidance strategy and consensus management

Investor Targeting & Engagement

  • Institutional targeting by style, size, and mandate
  • Conference and non-deal roadshow preparation
  • Investor presentation development
  • Feedback loop and perception analysis

Capital Markets Strategy

  • Transaction readiness — IPO, equity, debt, M&A
  • Valuation perception gap analysis
  • Sell-side coverage development strategy
  • Rating agency and buy-side relationship development

Analyst Relationship Development

  • Existing coverage relationship management
  • New coverage initiation strategy
  • Model accuracy and consensus management
  • Sell-side management and communication protocols

Executive Preparation & Coaching

  • CEO and CFO investor communication coaching
  • Board-level IR reporting and analytics
  • Media and financial press preparation
  • Activist defense readiness

IR Infrastructure & Governance

  • Investor CRM setup and management
  • Disclosure policy and Reg FD compliance
  • Proxy and say-on-pay advisory
  • Corporate governance best practices

Crisis & Volatility Management

  • Rapid-response investor communication
  • Messaging consistency under pressure
  • Short interest and activist monitoring
  • Reputational capital recovery strategy

We Know Your Industry

Our team's in-house IR backgrounds span a range of sectors including those where investor relations is most complex: consumer, retail, healthcare, specialty finance, technology, and Latin American markets.

Consumer & Retail Specialty Finance Technology Healthcare & Med Tech Food & Beverage Latin America Industrials Entertainment

What Our Team Has Led

  • Managed Oakley's IR ahead of $2B+ Luxottica acquisition
  • Managed investor communications and positioning for $1.75B in bond offerings and ~$100M secondary offerings
  • Built Regal Entertainment Group's IR program from IPO ($2.5B revenue)
  • Positioned Zep Inc. for Sale to Private Equity
  • Led crisis communications and investor relations following fire affecting 30% of company's production
  • Overcame negative say-on-pay recommendation
  • NIRI National Board representation and SEC engagement

The Engagement Model

Every engagement starts with a clear-eyed assessment of where you are and what the market opportunity requires. From there, we structure an engagement that fits your cycle, your budget, and your objectives.

1

Discovery Call

30-minute assessment: where you stand, where the gaps are, what the market opportunity looks like.

2

Engagement Design

We propose a scope tailored to your cycle with hours, priorities, deliverables, and senior lead assignment.

3

Embedded Execution

Your fractional IRO integrates with your executive team for earnings prep, investor calls, narrative work.

4

Ongoing Optimization

Regular feedback loops, perception analysis, and program evolution as market conditions and priorities shift.

"Most companies don't have the problem they think they have. We find the real one. Then we help fix it."

— Gar Jackson, Founder

Let's Assess Your IR Program

Schedule a 30-minute discovery call. No pitch, just an honest look at where you are and what the market opportunity requires.

Schedule a Discovery Call