Arbor Advisory Group, LLC

As we close the chapter on 2024, we want to express our gratitude to everyone who has been part of this journey – clients, partners and friends alike. This year, we expanded our horizons, strengthened our relationships and continued to deliver impactful solutions in investor relations. From enhancing our data-driven insights to helping our clients inform and communicate their strategy to sharing new content that we think matters, 2024 was a year of collaboration and growth. Here's to another year of progress, success and shared achievements. Wishing you all a happy and prosperous New Year!

We are thrilled to share that R. Idalia Rodriguez, Partner & Senior Advisor at Arbor, recently co-hosted the NIRI webinar, Ethics in IR: The Real-World Essentials You Need to Know. This impactful session delved into the ethical challenges IROs face daily—balancing transparency with confidentiality, managing competing interests and building trust and credibility with stakeholders. Idalia’s leadership as the 2024 Chair of the NIRI Ethics Council Board underscores her and Arbor’s commitment to advancing best practices in our industry. Arbor is proud to contribute to these critical discussions, elevating the field of investor relations. Explore more upcoming events on the NIRI: The Association for Investor Relations website: https://lnkd.in/edCQVStS. #InvestorRelations

With “fast money” quantitative trading and shifting investor behaviors on the rise, the restaurant industry offers a fascinating glimpse into the challenges today’s publicly traded companies face in identifying key factors behind their current valuations — and the IR strategies that will empower them to attract shareholders willing to ascribe an appropriate valuation. This article explores how IR leaders in the restaurant industry can adapt their strategies to better understand valuation and shareholder mix. We invite you to read it and share your thoughts in the comments. https://lnkd.in/eeX6Tacy #InvestorRelations #RestaurantIndustry

A growing cosmetic performance beauty company successfully earned an impressive market share, but executives were seeking insight into their company's valuation compared to key competitors. In this case study, we explain how Arbor provided an in-depth valuation assessment, crafted a more systematic approach to long-term IR planning and execution, and helped earn broader coverage from analysts. https://lnkd.in/e2M5hAxX

We are excited for our client, Zeta Global, on their latest milestone—the acquisition of LiveIntent, Inc.! Their top-tier communication style continues to set them apart, and we are excited to see how their IR initiatives will help fuel business growth. This acquisition is a testament to Zeta’s strategic vision and commitment to success. Congratulations to the entire Zeta team!

A valuation gap refers to a difference between management’s perception of long-term value and the current stock price. In this article, we explain why today’s equity markets make it harder than ever to identify the drivers of these gaps–and why doing so is critical for refining the company’s focus on long-term value creation. https://lnkd.in/gn_5dXn5

We’re excited to share a glimpse of the recent Investor Day we helped our client Evolus bring to life. Every detail, from the bold branded entrance to the full graphic transformation of the space, was thoughtfully designed to immerse attendees in Evolus’ dynamic brand, vision and culture. At Arbor, we’re proud of the role we played in creating this high-impact event, from concept to execution. Our collaboration with the Evolus team resulted in an engaging event experience that showcased the power of integrating brand and culture into investor engagement. Ready to learn more about how you can step up your investor communications? Read our recent blog, Evolving Your Investor Communications in 2024: https://lnkd.in/eF35kRgF. #InvestorDay #IRMarketing #InvestorRelations

Data is more voluminous than ever, and AI will only add to the deluge. In this article, we examine the capabilities—and discipline— needed to help IR leaders cut through the noise and craft coherent narratives. Learn more in our latest article from our partner, Jonathan Neitzell at Anduril Partners: https://lnkd.in/eSDtUmM9.

We are so thrilled for our client, Evolus, which held a combined best-in-class Investor Day and customer event this past week. We are honored to have been working hand-in-hand with the entire leadership team since early last year, and proud of the role we played in helping to deliver a highly successful hybrid event catered to both the in-person and virtual audiences – enabling meaningful engagement with investors no matter how they tuned in. The Company transformed the event space to showcase their brand, their culture and their energy. It was truly amazing. This event exemplified how leveraging collaboration between marketing and investor relations can drive impact and increase ROI on these events. Stay tuned for more exciting content over the coming weeks as we share tips for best-in-class Investor Days.

Maintaining a quality shareholder base can help reduce volatility and preserve management’s ability to focus on maximizing shareholder value over the long term. Read our insights for evaluating your shareholder mix in our recent article. https://lnkd.in/eXFJhQQ4