Structure, communication and strategy for a consistent relationship with the market
Investor Relations requires more than just meeting regulatory obligations. It requires clarity in communication, consistency in information and the ability to respond to the expectations of investors, analysts and regulators.
SUMAQ, in partnership with JMTreiger Consultoria, works on structuring, evaluating and developing the Investor Relations area, connecting strategy, communication and operations.
For private or public companies, already listed or preparing for the capital markets.
A complete approach to structure and evolve IR
SUMAQ's work covers different stages of the IR area, from team formation to strategic review and operational support in critical situations, such as IPOs and reorganizations.
The consulting fronts are structured to work in a complementary way, allowing continuous evolution and alignment with market requirements.
Executive Training
Strategic preparation for consistent performance in capital markets
Perception Studies
Understand how the market sees your company
Repositioning and Review
A complete vision to evolve your IR strategy
Interim IR
Strategic and operational support in critical moments
Strategic preparation for consistent performance in capital markets
SUMAQ conducts training programs and Executive Training for the formation of new IR teams, as well as for their update.
The seminars, workshops and coaching programs for In Company executives offered by SUMAQ have a workload of up to 16 hours of joint work and a comprehensive schedule, based on the IR Extension Courses already structured and offered with the Extension Courses Center (CCE) and IAG at PUC-Rio.
The programs are flexible and may include specific complementary modules:
Understand how the market sees your company
SUMAQ provides Qualitative Research or Perception Studies on the IR team's performance with the Market. We measure the degree of satisfaction of institutional investors (Buy Side) and Financial Analysts from investment banks (Sell Side) evaluating the IR area's performance from the market's perspective.
The analysis covers aspects such as:
This diagnosis allows identifying improvement points and repositioning opportunities based on real data.
A complete vision to evolve your IR strategy
SUMAQ offers an audit service corresponding to an IR Reassessment Program, which provides a 360-degree view - internal and external - of the results obtained so far.
The approach allows:
At the end, a workshop is held with company managers to present the results and define an evolution plan for the IR strategy.
Reposition your IR strategy based on data and structured analysis.
Strategic and operational support in critical moments
The success of an Initial Public Offering (IPO) depends fundamentally on the adequate and early preparation of all teams involved, as well as the company's adaptation to its new obligations, new levels of transparency in communication with the capital market and in meeting its legal obligations.
SUMAQ acts on an interim basis in structuring or operating the IR area, especially in moments of greater complexity, such as IPOs, reorganizations or internal transitions.
Setting Up New Area
Operation and Service
This approach ensures continuity, consistency and security in the relationship with the market.
Strengthen your relationship with the market
A well-structured Investor Relations area is fundamental for the company's credibility, stakeholder relationships and access to capital markets.
SUMAQ acts as a strategic partner in building and evolving this structure, ensuring alignment between communication, strategy and operations.