Barwicki Investor Relations

Honesty, Integrity & Responsibility

Founded in 2006, Barwicki Investor Relations has been at the forefront of the ever-changing investor relations industry.

Investor Relations; Communicate, Communicate and Then
Communicate Some More.
Consistency, Simplicity and Repetition.

Traditional Monthly Investor Relations
Initial Public Offerings, Secondary Offerings, DPO's
Large Marketing Campaigns; Liquidity Increase, Debt Conversions, SEDA's

Our business is built on the relationships we have established within the investment community; institutional investors (money, fund & portfolio managers), stock brokers, financial advisors and analysts; family offices; retail investors including high net worth individuals; and the media, including writers, journalists, reporters and editors.

We implement a coordinated approach to increasing the outreach to the right relationships by demonstrating corporate execution and business accomplishments. Over time, this approach builds credibility and produces the results management and their shareholders desire by growing a shareholder base of institutional & retail investors.

A successful investor relations program consists of a proactive, direct and comprehensive strategy, all of which ensures exposure among investors. Companies that communicate frequently, forthrightly and thoughfully are rewarded with more loyal shareholders, reduced share price volatility and more rapid appreciation as milestones are achieved. Companies that have sufficient trading volume / liquidity and an established base of institutional investors can typically raise capital for acquisitions within 30 business days.

  • Develop an investor relations strategy that engages investors
  • Focus on a public company's peer group/competitors and target institutional investors that invest in a specific market/sector
  • Create & constantly update presentations and collateral material
  • Schedule Analyst & Investor Days
  • Ensure IR & Corporate Websites and informative, engaging and updated
  • Assist in corporate governance matters
  • Schedule & Coordinate road shows (dog-n-pony)
  • Manage Shareholder Meetings
  • Crisis Communications
  • Media Relations
  • Initial Public Offerings, Secondary Offerings, Uplisting from OTC onto Nasdaq/NYSE, Dual Listing for Toronto-, London-, and Australian-Stock Exchange
  • SPAC's & Reverse Mergers

Importance of Institutional Investors
  • Institutional investment firms, such as traditional investment companies, hedge funds, mutual funds, brokerages, insurance companies, pension funds, family offices and endowement funds, are entities with large amounts of capital to invest.
  • Institutional Investors have a positive effect on the stock price of the companies in which they invest. This effect materializes through different mechanisms; institutional investors reduce information asymmetries between the firm and other investors, contribute to the liquidity of a company stock and improve the company's corporate governance.
  • Public companies that have institutional shareholders are more likely to raise capital for acquisitions within 30 days.

Road Shows (Dog-N-Pony)

  • All meetings (road shows) are with institutional investors, family offices, brokers and analysts.
  • A typical day consists of 4-5 meetings at the investment firms offices.
  • Assist management in delivering a message in a succinct manner.
  • Ensure presentations / investor deck, fact sheet / tear sheet and other documents are updated and accurate.
  • Investor Feedback within 7-business days following a road show.

Institutional Investors - A survey of 500 money managers that invest in small and mid cap companies (market cap of $500 million or less) identified that 98% of all buy-side money managers that were queried rated ' information about a public company in an easy to read format that takes less than 5-minutes to read' as their preferred method of being introduced to a public company for their initial investment consideration.
The vast majority, 96%, considered a one-on-one meeting as a requirement prior to making an investment.
48% favored general conference calls and less than 29% use a company website as the initial source of information.

Retail Investors (Individual Investors) - Providing factual information to retail investors and answering their calls and emails is the best investor relations strategy and communications program a public company can have. It is important to respect the importance of retail investors, and spend the necessary time on the phone or reply to questions via email with details.