Market benchmarking and positioning assessment post corporate restructure
Our client, an Investment Holding Group, operating within Sharia-compliant frameworks, sought to redefine their market position through a strategic transition.
As their chosen partner, we provided expert analysis, market benchmarking, and narrative shaping to help them navigate this complex shift. Through our consultative approach, we honed their investor relations and market communication, setting new standards for performance and disclosure.
Our collaboration evolved into a trusted, ongoing advisory relationship, empowering the client to emerge as a distinguished entity in the investment domain. The guidance we offered not only clarified their market image but also positioned them to lead with confidence and clear strategic direction.
Client Challenge
Our client, an investment holding group, is restructuring from a focused service provider to an investment holding set up. They reached out to us to benchmark the market for similar transitions as part of assessing and defining their new market positioning.
Our Solution
- Supported the client in identifying and benchmarking peers.
- Advising on company’s market perception among investor platforms and best practices to correct the narrative.
- Providing deep dive analysis in peers operating model, corporate narrative, communication channels, key disclosures, share price development, IR activities and performance management.
Outcome
Acted as a thought partner
- Providing unique expertise on Investor relations and Capital markets as well as a strong mastery of financial sector.
- Utilizing deep market knowledge to better anticipate and decipher investors needs, market perceptions, channels of communication and IR positioning.
Leading a retainer-based relationship with the client
- Building a benchmark for peers on IR activities, performance, disclosures, etc…
- Tracking market perception and share price development.
- Analyzing corporate narrative, communication channels, investor relations activities and performance.
"Thank you for your flexibility and adaptability to new details in this benchmarking exercise! Top Management loved the deliverable!"
VP of Corporate Communications & IR
Other Client Stories
View All
