Full lifecycle business consulting and advisory
We partner with leading private, public and pre-IPO clients, offering a comprehensive range of integrated solutions, including investor relations advisory, special situations advisory, transaction advisory, and full-spectrum support for the Office of the CFO.
Investor Relations Advisory
Vallum specializes in building and developing best-in-class investor relations programs that increase awareness and engagement with coverage analysts and the institutional investment community.
We serve companies that are currently listed as well as those in the registration process. Each program is tailored to the objectives of your management team and is led by a seasoned investor relations and capital markets professionals with a deep knowledge of your industry.
Some clients prefer that we become an embedded member of the organization, managing all aspects of the investor relations function, while other clients use our services to support an existing, in-house team. Our expertise spans both the equity and debt capital markets, ensuring effective communications across even the most complex of capital structures.
Our Approach
Perception Assessment
Investor Targeting
Live-virtual Investor Days
Competitive Benchmarking
Activism Gap Assessment
Internal Board Reporting
Collateral Materials Development
Corporate Access Outreach
Full-lifecycle quarterly reporting
Transaction Advisory Services
Vallum provides global investors, management teams, boards, and other stakeholders with the insights, relationships and tools required to make strategic decisions with confidence.
Led by senior corporate finance and Big 4 veterans, our advisory approach is uniquely tailored for each specific scenario, factoring in a complex array of variables that seek to maximize total return, while also mitigating risk.
Each engagement is led by a dedicated team of senior advisors with both sector and functional expertise to support your business through the full continuum of business requirements. We seek to become an extension of each client, embedding our expertise as an on-demand resource to support each client through their value creation journey.
Our Approach
Financial Due Diligence
Digital Value Creation
M&A Tax Advisory
Lender Services
Seller Readiness
Transition Council
Special Situations Advisory
Vallum provides strategic communications counsel to clients during major company events, including initial public offerings, capital raises, major acquisitions or divestitures, management transitions, activism campaigns, and other crisis events.
Initial Public Offering Advisory
We provide investor relations and financial communications counsel to middle market companies listing on major U.S. exchanges before, during and after their initial public offering. We collaborate with your investment bankers, legal counsel, and listing exchange to ensure a seamless, successful entrance into the public markets.
Shareholder Activism Defense
We provide shareholder activism defense communications counsel exclusively to corporate clients – not activists. We equip public company management teams and their boards of directors to understand potential vulnerabilities that could lead to activist intervention, while serving as activism defense counsel in the event that an activist takes a public position in the equity. We collaborate with your investment bankers, legal counsel, media relations and proxy solicitors to mount an effective defense on your behalf.
Leadership Transitions
We provide communications counsel during leadership transitions, whether at the management or board level. Management transitions often can result in a corresponding shift in strategy, requiring a comprehensive communications approach that provides guidance – and reassurance – that the value creation journey remains intact. Other times, following the addition of new leadership, we’re called upon to help frame a new vision for the business, effectively resulting in a relaunch of the investment brand.
Acquisitions, Divestitures & Spin-offs
We provide financial communications counsel around major transactions. We develop the communications plan, key messages, internal and external collateral materials on your behalf, while ensuring those messages reach an optimal mix of key stakeholders.
Our Approach
Initial Public Offering Advisory
Acquisitions & Divestitures
Shareholder Activism Defense
Spin-offs
Leadership Transitions
Crisis Events
CFO Advisory
The role of the CFO continues to evolve well beyond traditional finance and accounting functions into strategic leadership, IT, investor relations, sustainability and M&A.
As the requirements of the role increase, Vallum provides a continuum of solutions tailored to the unique needs of middle market businesses in transition.
Whether post-acquisition lender reporting, working capital or cash management oversight, or the need for a tenured interim CFO resource, Vallum provides clients with interim solution that bridges the gap between the immediate needs of your business, and a permanent in-house resource.
Our team is equipped to step into your business as an interim partner on an on-demand basis. Clients have the option of embedding our team into your organization or having us operate as a remote resource to ensure business continuity.