Solebury Trout provides investor relations, ESG advisory, corporate communications and market access to private and public companies across industry sectors.
With more than 1,000 strategic client engagements to date, Solebury has the senior experience it takes to help clients maximize shareholder value at every stage of their development, navigate the competitive landscape, differentiate their value proposition and forge a dialogue with investors and the media.
The opportunity for companies of all types and stages to leverage ESG in fundraising and IR has never been greater. Additionally, management teams and boards are under increasing pressure to meet the growing expectations of institutional investors on ESG. Solebury Trout’s experience and approach enables executives to understand the ESG landscape, builds their competence and fluency, and creates winning strategies.
ESG Education & Coaching for CxOs, IROs & Boards: Training sessions and materials for executives that build the necessary competence and confidence to engage in proactive ESG communication and investor engagement, be prepared with both key talking points and answers to FAQs.
Shareholder Base Review & Targeting: Identify the ESG priorities of the organizations and funds that are or could be invested in a company; determine targets that are tailored to company characteristics; and partner to organize and deliver content through “normal” and ESG-specific investor meetings, calls, NDRs, and events.
Management of ESG Ratings and Index/Fund Inclusion: Advising management teams on the top and prioritized ESG issues that could be both improve their ESG ratings that drive inclusion into passive funds, and which can be clearly tied to the bottom line.
Disclosure Strategies and Tactics: Leveraging SASB/TCFD and ESG rating frameworks to disclose ESG information via websites and SEC disclosures such as 10-Ks, Proxy Statements, and IPO/SPAC filings.
Sustainable Financing Opportunities: Green/Sustainable bond and financing frameworks aligned with the ICMA Green Bond Principals, obtaining second party opinions, and supporting investor communications materials and activities.