Objective
Each January, Gateway partners with its long-term client Compass Diversified (NYSE: CODI) to drive informative investor days that provide unique access to management and showcase the company’s high-growth portfolio companies.
The objective for 2024 was to highlight CODI’s competitive advantages, value creation strategy, and deliver its 2024 financial outlook, as well as showcase two of its subsidiary companies — Lugano and 5.11.
strategic approach
Preparation and Messaging:
- Met with management to lay out the structure of the event.
- Interviewed presenters to define the key messages to be communicated.
- Created content outline to inform collateral material creation.
- Designed corporate Investor Day presentation.
- Advised on presenter scripts.
- Coordinated multiple presenter dry-runs and content edits.
Targeting:
- Invited all covering sell-side analysts and current shareholders.
- Targeted non-holders of the stock but owners of relevant public peers.
- For virtual attendees, facilitated public press release with webcast link.
- Marketed to proprietary investor database to maximize attendance.
Support:
- Facilitated on-site tech and webcast vendor.
- Orchestrated dry-runs for both in-person presentations and the webcast experience.
- Provided day of support to ensure the day ran smoothly.
outcome
- Two-hour formal presentation and Q&A with CODI management.
- Tours and formal presentations at Lugano and 5.11 headquarters.
- 40 in-person attendees.
- Six of eight sell-side analysts in attendance.
- ~100 webcast views.
In the week following the event:
- The stock was up 3%, outperforming its Russell 2000 benchmark by 31%.
- 16% increase in average daily share volume.
