Our Story

Bringing Strategy to Life

Financial Roadshow was founded in 1995 as a result of a simple observation: technology was changing the way the world communicates and digests information, but investor road show presentations had not evolved. This mismatch led to the founding of Financial Roadshow, a communications company dedicated to helping storytellers harness best presentation practices and insights to gain mindshare for their messages, make their meetings more productive and build their financial brands. 

Since then, our team of investor relations professionals, analysts, message specialists, designers and meeting managers has helped companies from IPO to large cap across all industries, maturities and markets, position their stories to gain interest, build credibility and improve valuation.

Our specialization in presentation development, information visualization and investor days enables us to bring unmatched capability to our areas of focus.

Financial Roadshow Mission & Vision

Why Financial Roadshow?

  • Financial Communication Specialists
  • Leaders in Custom Presentation Development
  • Specialized Data and Information Visualization & Infographic Design Talent
  • Experienced Investor Conference Coordination & Management
  • History of Long-term Customer Relationships
  • Fast & Easy Engagement
  • Objective Driven Approach
  • Project-Based vs Retainer
  • Easy Cloud-Based Collaboration & Management Process
  • Quality

Who Chooses Financial Roadshow?

While our clients span a broad spectrum of industries and have a broad range of titles, they all share two things in common: they have a strategic message to convey and they want to stand out.  Our clients include:
Public companies
IR agencies
Investment banks
Leading private companies
Nonprofits
Private Equity
C-suite (CEO’s, CFO’s, CCO’s, HR)
Investor relations
Treasury
Marketing
Sales
R&D
Supply Chain

Our Process

Our process is tailored to meet the needs of investor relations professionals. It’s iterative and collaborative so you stay in control.
Project Kick Off

Kick-Off

Projects begin with a briefing session to establish your goals, priorities and preferences, set your objectives and timelines, and identify relevant source documents.
Communication

Seamless Communication

Cloud-based project management enables you to track progress, share files, download drafts, and provide input and feedback for the duration of your project. All your files are in a single location and can be accessed from anywhere, anytime, on any device. 

Keep Moving Forward

Keep Moving Forward

A calendar, to-dos and email notifications keep everyone accountable and the project moving forward to meet your deadline. Collaboration has never been so easy.

For two decades, Financial Roadshow has led the industry and set the standard for excellence in presentation development and information visualization for financial audiences. Our broad sector experience, deep client relationships, specialization and commitment to excellence enable us to be a world-class service provider to our clients for their equity marketing and financing communication needs.

Join Us

Financial Roadshow Careers

Careers

We’re growing and looking for talented thinkers and doers – people-people with creativity, a desire to make a difference, and a passion for excellence. If this sounds like you, please be in touch. 
Partner with Financial Roadshow

 Partner With Us

We partner with Investor Relations agencies, investment banks, and other financial service providers to deliver high quality presentations and graphics that distinguish their clients. Connect with us and see what we can do for you.

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