Case Studies - Strategic IR & Shareholder Engagement:

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

OUR APPROACH

Investor targeting & custom engagement strategy

Engagement materials creation & management prep

Refined Company’s narrative around its leadership, strategy, value creation opportunities, and compensation & sustainability practices

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