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Locations

Knoxville:
520 West Summit Hill Drive
Suite 1004
Knoxville, TN 37902
+1 865.344.0900

Cincinnati:
312 Walnut Street
Suite 1600
Cincinnati, OH 45202
+1 513.762.7607

Boldsquare
Investor Relations

At Boldsquare, our investor relations practice builds on decades of experience helping large and small organizations bridge the gap between your company and the investment community. 

About

 

Welcome to Boldsquare Investor Relations

 

In today’s rapidly evolving market landscape, where information flows faster than ever, a robust investor relations strategy is not just beneficial—it’s essential. It solidifies trust, fosters long-term relationships with shareholders, and ultimately, underpins your company’s market valuation.

 

Understanding the importance of investor confidence, Boldsquare tailors its approach to highlight your company’s strengths, address potential concerns proactively, and navigate the complexities of financial communications. Our team leverages a blend of market insight, deep financial understanding and strategic messaging to not just meet, but exceed the expectations of the investment community.

 

Engaging with Boldsquare means creating a multi-faceted and effective partnership that is deeply invested in your success. Our approach is not one-size-fits-all; it’s an affordable, bespoke strategy that aligns with your unique goals and challenges. By focusing on the elements of the IR mix that matter most to you, we can build deep strategic engagement and clear communication – with investors, with analysts, with media and other stakeholders.

Our investor relations advisory enables companies and leaders to create a la carte programs that fit their exact needs.

Our Services

 

Investor Relations Services

Robust IR Programs and Strategy

Boldsquare helps elevate your market valuation with strategic investor communications. We craft narratives, align businesses with investor expectations, and ensure clients position themselves with transparency and strategic clarity.

Investor Conference Preparation

Transform face to face and virtual events into opportunities to spotlight your strategic vision, financial health, and operational excellence, driving interest and investment. 

Financial Reporting and Disclosure Support

Boldsquare helps clients move beyond mere compliance. Our financial reporting services not only keep businesses ahead of regulations but also enhance narratives, ensuring clarity, transparency, and investor trust. 

Peer Group Analysis

Leverage our peer group analysis to benchmark and outperform. We help clients understand where they stand, identify opportunities, and craft strategies that highlight their competitive edge. 

Transaction, Capital Allocation Rationale, Messaging, 
and Support

Clarify capital allocation strategies, articulate the why and how behind transactions and align investor perspectives with long-term growth trajectories. 

ESG Strategy and Support

Lead with responsibility, with ESG strategy support that positions clients as a sustainable investment choice, and align operations with investor values. 

Sell- and Buy-side Liaison Services

Our deep experience in the market enables us to ensure your story resonates with both sell-side and buy-side, fostering trust, enhancing stock stability, and securing investor confidence. 

Road Show Management

We enable executives to face investors with confidence. Our meticulous road show management puts you in front of the right investors, turning pitches into partnerships with strategic storytelling and engagement. 

Financial Media Relations

Shape perceptions and master the media landscape with proactive outreach and messaging strategies, amplifying financial milestones and strategic decisions to build a robust public image with investors, consumers and other stakeholders. 

Proxy and Annual Shareholder Meeting Support

Boldsquare ensures seamless, effective annual meetings and proxy processes, reinforcing shareholder engagement, and facilitating informed and positive voting outcomes. 

Shareholder Activism Strategies

Turn activism into opportunity, by effective engagement with shareholder activists to mitigate risks, align interests, and steer narratives in favor of a corporate vision and strategy. 

Other Services

 

As well as its expertise in investor relations, Boldsquare is a full service strategic marketing and communications firm that works with clients across the United States to help them achieve their most important business goals. Our highly talented team works across multiple sectors and challenges, creating deep and effective partnerships and collaborations with clients to drive core KPIs rather than simple clicks and views. 

Brand design and development

Media relations and PR

Thought leadership 

Content development

Executive coaching

Employee attraction, retention and engagement

Change management

Strategic planning processes

Digital engagement

Experiential marketing and trade show design

Crystalized an innovative investor messaging strategy for a fintech pioneer

Key to the new messaging strategy, Boldsquare encouraged the company to embrace creative storytelling that provided the consumer-focused context investors needed. We developed a compelling storyline that helped investors fully understand the power of the company’s proprietary software technology, superior unit economics, financial stability, market potential, and other economic factors that promised to drive growth for many quarters to come.

Guided IR strategy for an innovative SaaS-based startup on its path to an IPO

As the company’s primary IR consultant and tactical resource, Boldsquare collaborated with the CFO, as well as the company’s corporate communications and marketing teams, to develop a full-throated, capital markets messaging strategy that clearly communicated the value and growth potential of the company’s game-changing, software-based business model. Boldsquare raised the company’s profile by leveraging extensive Street relationships and developing a robust annual investor conference calendar zeroing in on in on high-profile, must-attend venues for private growth companies.

The Boldsquare Team

Mark Kroeger
Partner

Mark is a partner and co-founder of Boldsquare. An experienced investor relations professional, he advises the firm’s public and private pre-IPO clients on messaging and investor outreach strategies. Providing hands-on liaison support with current and prospective investors, Mark combines his experience as a proven corporate storyteller and understanding of the capital markets to help clients create shareholder value and stay in tune with their investors. Prior to Boldsquare, Mark was a member of the executive leadership team at media company Scripps Networks Interactive, where he served as a senior advisor to the CEO after having led corporate communications and investor relations for nearly a decade. 

Mike Gallentine
Senior Consultant

Mike is a senior Investor Relations executive with a strong track record of establishing and enhancing IR at global organizations within the telecommunications, internet, software, media and financial services industries. He has demonstrated strong performance in developing and expanding relationships with both the buy-side and sell-side financial community and interacting with executive management teams.in small-to-large-cap companies in the US and Europe with experience at Intermex, Warner Bros Discovery, Earthlink and Vodafone. 

Lia Ballentine
Senior Consultant

Lia is an accomplished communications executive with 15 years of experience in corporate, creative and financial communications. She is highly trusted by senior leaders to identify, develop and deliver business strategies. Her background includes working in communications and strategy roles for some of the biggest media companies in the world including Twentieth Century Fox, Sony Pictures Entertainment and Scripps Networks Interactive. 

Dylan Jones
Managing Partner

Dylan co-founded Boldsquare in 2018 as a senior-level advisory for CEOs. He was previously Chief Communications Officer for Scripps Networks Interactive, the parent company of media brands including HGTV and Food Network, managing corporate communications including investor relations. He led financial and strategic comms for EMI Group, overseeing messaging around the sale and demerger of the business in 2012. He also spent time in key roles in Europe with MTV, VH1 and Music Choice, having started his career as a journalist in London.

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