Investor Relations: Companies

Part
01
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Part
01

Branded Assets - Rivel, Clermont, and Alpha IR

Rivel position itself as providing more comprehensive insight in the investor research services that it provides. Clermont on the other hand, positions itself as an international business which provides bespoke wealth protection solutions using pragmatic unique approaches. Lastly, Alpha IR Group positions itself as a premier independent IR consultancy that tailors its listed programs to clients' specific needs.

RIVEL

  • The link to the logo that Rivel uses for their brand assets can be found here.
  • They position themselves as "an investor research company providing comprehensive insight on the buy-side consensus, industry insight, company-specific perceptions, and best practices." They also state that "their methodology as a group, takes traditional anecdotal IR perception research several steps further than other providers."

CLERMONT

  • The link to the logo that Clermont uses for their brand assets can be found here.
  • Clermont's brand essence is that they focus on listening to the client first to ensure that they provide pragmatic and useful advice, ultimately saving the clients time and producing first-class results. In addition, their independence ensures that their advice is not inhibited by any commercial alliances, allowing them to find the right solution for each unique situation.

ALPHA IR

  • The link to the logo that Alpha IR Group uses for their brand assets can be found here.
  • Alpha IR's brand essence is that they customize their solutions to fit the client's needs and more importantly, the client's budget.

Part
02
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Part
02

Branded Assets - Joele Frank, Lazard, and McKinsey

McKinsey was rebranded in February 2019, where a new visual and identity for the entire global firm reelected how the company is working with the team and clients today. Their new tagline is "creating change that matters", and the logo was redesigned to add personality and uniqueness.

JOELE FRANK

LAZARD

MCKINSEY & COMPANY


Part
03
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Part
03

Branded Assets - Teneo, AT Kearney, and Gartner

Teneo, AT Kearney, and Gartner have very different logos, taglines, positioning statements used, and brand essences. Each is unique in the way that they meet the needs of their customers and position themselves.

Teneo

  • Teneo's logo is the letter T in white at the bottom right-hand corner of a mostly blue and partially gray square.
  • A link to Teneo logo is here.
  • "The Global CEO Advisory Firm" is the taglines being used.
  • There positioning statement is: "Teneo helps leaders across the globe articulate their company’s central proposition to strengthen reputation among those audiences critical to executing commercial strategy."
  • The brand essence and what differentiates Teneo is the breadth of expertise and range of their senior-level advisory services makes them unique.

AT Kearney

  • AT Kearney's logo is the name of the company, as one word, in dark red letters.
  • Here is A.T. Kearney's logo.
  • AT Kearney does not use a tagline currently, although in the past their tagline was "Ideas that Last".
  • The positioning statement is "A.T. Kearney is a partner-owned firm, committed to helping clients achieve immediate impact and growing advantage on their most mission-critical issues."
  • AT Kearney offers an alternative to the traditional, analytical, transformation strategy. They offer collaborative strategies that help companies change from within.

Gartner

  • The Gartner logo is the name Gartner written out in a dark blue font.
  • Here a full size Gartner's logo can be found.
  • Gartner does not use a tagline.
  • The positioning statement is: "Gartner equips senior leaders across the enterprise with the indispensable insights, advice and tools they need to achieve their mission-critical priorities and build the successful organizations of tomorrow."
  • The brand essence is their unmatched combination of expert-led, practitioner-sourced and data-driven syndicated research

Research Strategy

The research was conducted by analyzing the official company websites, publications, press releases, videos and other statements to be able to gain insight. Despite searching through multiple documents and sources, no tagline for Gartner was found.
Part
04
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Part
04

SWOT - Rivel

Rivel is a management consultancy firm that specializes in investor research to over 400 clients across 6 continents, over half of which are companies listed on the S&P 100. The firm stands out with its innovative product suite services (e.g., StoryLign storytelling, IncLignTM), and its impressive client base; however, there are opportunities for improvement within the real estate and communication service industries to increase the company's total revenue, which is considerably smaller than the valuation of its competitors.

STRENGTHS

  • Rivel is a management consultancy firm that stands out due to its sole focus on investor research driven by data.
  • The company specializes in providing actionable recommendations and insights to its clients, based on extensive measurements and feedback from the global investment community.
  • Rivel provides its clients with "well-informed, unbiased and strategically relevant intelligence," gleaned from data gathered from the investment community.
  • The intelligence provided by Rivel is intended to mitigate risks for companies and increase their valuation.
  • The work provided by Rivel spans the globe, with over 400 clients for perception studies alone across 6 continents.
  • Further, Rivel provides perception studies work to over 200 (more than 50%) of companies listed on the S&P 100.
  • In July 2019, Rivel launched its innovative StoryLign product suite service to further improve presentations for investors through storytelling using analytics collected by the firm.
  • The firm uses quantitative and qualitative data in presentations to C-Suite/Board-level executives to inform investment decisions and to identify any potential risks.
  • Prior to that, Rivel expanded its business line with the launch of IncLignTM in May 2019 to provide corporate culture research and analysis in its list of services for clients.

WEAKNESSES

  • Rivel Research Group is considerably smaller than its competitors in global management consulting, with less than 100 employees and an estimated revenue valuation of $11 million.
  • Competitor McKinsey & Company, on the other hand, has over 30,000 employees across 65 countries and a revenue valuation of over $10 billion, nearly 100 times the total revenue for Rivel.
  • AT Kearney, another competitor of Rivel's, has more employees (3,500), a larger total revenue of $1.1 billion ,and also topped Forbes' "Best Management Consulting Firms 2019" list, unlike Rivel.

OPPORTUNITIES

  • The portfolios with the least amount of studies being done by Rivel are in the real estate and communications services sectors.
  • With only 16 clients within the real estate industry, as compared to the 85 clients in the health care, there is ample room for improvement and expansion of research in this area of focus.
  • The global real estate investment market size is incredibly expansive, with a recent increase (4.7%) in valuation bringing the total estimated value to $8.9 trillion (USD) in 2018.
  • The vast majority of the real estate investment market is held by the U.S., which provides Rivel an opportunity to expand its already strong U.S. client base into a profitable and growing market.
  • Similarly, only 19 of Rivel's clients (< 10%) are within the communications service industry.
  • Given the rapid growth of the global unified communications market, which is expected to reach a valuation of $167.1 billion (USD) by 2025 at a CAGR of 16.8%, Rivel could greatly profit from expanding its client base within the communications service industry.

THREATS

  • The potential negative impact of Brexit proposals on the European economy are substantial; given that Rivel is situated across the globe and has offices in the UK, the economic backlash may impact the consulting firm as significantly as its clients.

Part
05
of fifteen
Part
05

SWOT - Clermont

Based on our research, one of Clermont's strengths is that it is an independently owned company and therefore, it can freely offer its services to its customers without any restrictions. It is free from the restrictions or inhibition of "commercial or prescribed institutional alliances." Recently, Clermont has acquired DeltaCap which is an opportunity for the company to expand and complement its business in countries including Switzerland, the UK, the British Virgin Islands, Cyprus, and the United States. However, the changing nature of the global wealth management business can be considered a potential threat to the company.

SWOT Analysis of Clermont

Strengths

  • Clermont is "an owner-managed fiduciary services business providing bespoke wealth solutions for families, investors, institutions and entrepreneur".
  • As an independent entity, the company can freely offer its services as it is free from the restrictions or inhibition of "commercial or prescribed institutional alliances".
  • According to the company, they are client-focused and always strive to provide pragmatic, useful and cost-saving solutions to their clients.
  • This client-focused approach has led them to grow significantly starting 2012 from a company of just 13 employees and increase its size to 50 full-time staff members currently. They purely rely on positive word-of-mouth publicly.
  • Even after having an expert professional team, the company does not offer formal legal or tax advice and instead for its customers, the company is focused on providing "intelligent, informed and well considered solutions".
  • Based on a press release from The Guardian 2017, Clermont Trust (Switzerland) SA owns three other properties including Cornwall Terrace, London and two Cornwall Terrace Mews.
  • The controversial property mogul Christian's London family home which is a large property at Cornwall Terrace has been transferred to Clermont Trust in December 2016 for just over £39 million according to a land registry entry from December 2016.
  • Clermont also acquired two associated houses at Cornwall Terrace Mews. One was acquired for £2 million, and the other, for £1.2 million.
  • According to Martin Chesler, Group CEO at Clermont Trust, he is proud of the culture and team at Clermont and according to Chesler, the company has almost no staff turnover.
  • According to Clermont's website, they are an independent entity and focus mainly on relationship. The company is associated with and offering services to over 20 countries' clients.
  • In place of simply providing the available solutions, the company has a different approach to first listen to its customers to ensure they can offer pragmatic and useful information. This helps their clients to save their time and produce first-class results.

Weaknesses

  • The company recorded a decrease in revenue in 2018, after Q2.
  • In Q2 2018, Clermont's revenue was recorded to be $7 million. However, in Q3 2018, the company's revenue decreased to reach $4.8 million and then to $4 million in Q4 2018.
  • Later in 2019, the company recovered a little and reached $5.2 million in Q1 2019. But in Q2 2019, again, the company's revenue decreased to $4.8 million. As of Q3 2019, Clermont's revenue is reported to be $5.2 million.
  • While comparing the market opportunities where the market is expected to grow due to the significant effect of market growth drivers, Clermont experienced a reduction in revenues between 2018 and 2019 which could be considered as its weakness.

Opportunities

  • On September 10, 2019, Clermont has acquired Delta Cap Ltd (“DeltaCap”). This acquisition will be helpful for Clermont in the future to expand and complement its existing presence in countries including Switzerland, the UK, the British Virgin Islands, Cyprus, and the United States, and will include "DeltaCap’s home jurisdiction of Mauritius."
  • In the future, the Financial Services Commission of Mauritius and DeltaCap will trade as "Clermont Consultants (MU) Ltd ('Clermont Mauritius')".
  • According to Martin Chesler, Group CEO of Clermont, the Mauritius IFC is crucial for the company specially in the African region and beyond. Its existence is increasingly relevant to the company and its clients.
  • He has confidence that the addition of Clermont Mauritius will be valuable for Clermont. It will enhance Clermont's global offering.
  • As the global wealth management market is expected to grow at high growth rates between 2018 and 2022, Clermont being a company in the wealth management market will have the opportunity to expand and grow in the future.
  • Various growth drivers of the global wealth management market include an increase in high net worth individuals (HNWIs) population, building global GDP, a rise in the urban population in the world, and others.

Threats

  • As Clermont operates in the fiduciary services business by providing "bespoke wealth solutions" to its customers, this industry is prone to rapid changes.
  • Although the company had successfully adopted those changes, it may affect the company's success in the future.
  • Considered as some challenges in the global wealth management market is that the market is resistant to accept technology in wealth management, stringent regulations, and others. These challenges are likely to negatively affect the company's growth. Therefore, operating in the same market, the Clermont will face similar challenges as threats to its growth.

Research Strategy:

While there were no sources providing a precompiled SWOT report of Clermont, we decided to use the company's website and press releases to identify its strengths, weaknesses, opportunities, and threats. Using these sources, we were able to identify its strengths, opportunities, and some of its threats, but we could not find anything in relation to the weaknesses of the company. Therefore, we decided to look for the market reports as Clermont is into the wealth management market. For its weaknesses, we tried to search if any of these reports have mentioned the competitive market, weakness of the market, etc. But nothing was found as the weakness of Clermont or its business. We only found that the market challenges as the threats for the company.

Later, for weaknesses, we looked for the annual reports if these could provide any information on losses, or any failed decisions, etc. that the company had made in the past. But unfortunately, we could not find any of the annual reports or financial reports of Clermont. This could be due to the reason that the company has not disclosed its financial reports in public. We also tried to look for any failed decisions that the company might have made in the past through press releases or other media articles. But again no success. This search resulted in checking Clermont's profile on LinkedIn, Twitter, RocketReach, and the company's website. We also found reports on the "Stewardship and Status of Virginia’s State-Owned Historic Property" and some other articles, but no sources could provide information on weaknesses of the company such as the losses, failure, etc. as compared to its competitors, etc.

Then we decided to look through the company's social media pages such as LinkedIn and Twitter if we could find anything relevant as the weakness of the company compared to its competitors. While looking through these sources, we have noted some strengths and opportunities but none of the weaknesses or any loss, failure, etc. were found to be mentioned in these sources.

Although the above-mentioned strategies were not successful in identifying the weaknesses of Clermont, we decided to triangulate this information based on its profile on ZoomInfo. In the absence of any publicly available company released annual report, through ZoomInfo, we were able to find the company's revenue over a period from Q2 2018 up to Q3 2019. This source indicated that the company incurred some losses in 2018, after Q2 2018 as stated under the "Weaknesses" section. While comparing with the market opportunities where the market is expected to grow due to the significant effect of market growth drivers, Clermont has made some losses which could be considered as its weakness.

Therefore, in absence of any other direct information on failure, losses as compared to its competitors etc. for Clermont, we have inferred some revenue data obtained from ZoomInfo to report as the weakness of the company.
Part
06
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Part
06

SWOT - Alpha IR

Alpha IR Group consists of veteran leaders with more than four decades worth of experience. The company has extensive buy-side expertise, which separates them from PR firms.

Strengths


Company Overview


Research Strategy:

Information on Alpha IR's weaknesses, opportunities, and threats was unavailable in the public domain. It is likely that the company is still very young (founded in 2012) and has not come across many weaknesses or opportunities so far. The company is establishing itself in the Strategic IR vertical where, in the future, it may face potential threats or opportunities.

Our research began by checking the company's official website, going through their services, blogs, reports, press releases, among others to find information on their weaknesses, opportunities, and threats. While we found information on its strength, most of the data addressed the challenges in investor relations, technology within the strategic IR space, etc. Through the company's website, we found information on how the company differs from other PR firms, their assets, their expertise, the level of knowledge their leaders hold, which we included as strengths. No other relevant information was available.

Next, we checked for case studies to determine the SWOT of the company based on the results presented. With this strategy, we came across many relevant portals like Fern Fort University, MBA Skool, Research and Markets, Management Paradise, among others, which had case studies on multiple companies. However, there were none on ALPHA IR in any context. This strategy also led us to the case study section of the company's website which contained studies on how it helped its clients, but there was nothing to help with a SWOT analysis.

Afterward, we searched for interviews of Alpha IR's management executives, hoping to find data on the issues the company faces, which could be presented as threats or weaknesses. Also, we wanted to find data on how the space is rising, which could fall under opportunity and similar information. We considered this approach as interviews involving management, at times, include information on what the company foresees as opportunities or its future, along with other data points. We checked for interviews from Chris Hodges, Michael Cummings, Robert Winters, Steve Calk, among others, however, we could not find any involving those individuals.

With this strategy, we located their LinkedIn pages, which we checked to see if the names listed above and others on similar levels have their own LinkedIn blogs or have written articles that could be used to analyze the company's SWOT, but there were none available.

Finally, we decided to search for the potential strengths, weaknesses, opportunities, and threats to the investor relations consulting space overall. The idea here was to find any relevant data points and attempt to relate those with the Alpha IR. We checked for data such as the industry's growth and market size in market intelligence reports and others. We also searched through news articles, industry association portals, etc. for challenges that are potentially weakening the industry or is a threat, but we could not find anything relevant that could be used to relate to the company.
Part
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Part
07

SWOT - Joele Frank

The strengths of Joele Frank are strong management, leadership in its field, and strong relationships. Weaknesses are presence of a few locations and employee dissatisfaction. The growth of the industry creates opportunities, while threats are posed by increased external competition and reduced public awareness.

Strengths

Strong Management
  • Joele Frank, the founder and managing director of the firm, received an Outstanding Individual Achievement SABRE Award from the Holmes Report in May 2019.
  • Her important role was noted in the building of one of the strongest independent public relations firms in the country.
  • Jim Golden who is a partner at Joele Frank was named as one of PR Week's 40 under 40.
  • He was described as a professional who is ready to lead the industry into the future by embracing innovative strategies.
  • Andi Rose, a partner at the firm, and Allison Sobel, a Senior Accountant Executive in the New York office were named in the National Investor Relations Institute's 40 under 40 recognition programs.
  • This is because they have made clear contributions to their communities, companies, and the IR profession.

Leadership in Its Field
  • According to The Holmes Report at the North American SABRE Awards held in May 2019, Joele Frank was named as the 2019 Financial Agency of the Year.
  • This is the fourth time that the company has received the award, which is used to recognize superior achievement in the financial communications field in North America.
  • Previously, the firm was named as the Financial Agency of the Year in 2017, 2016, and 2012, the Global Corporate/ Financial Agency of the Year in 2017, and the Crisis Firm of the Year in 2009.
  • Joele Frank was described as a leader in the high-stakes capital markets sector and a fixture at the top of the league tables which track success in the mergers and acquisitions arena.

Strong Relationships

Weaknesses

Few Locations
  • Joele Frank has only two branches in New York City and San Francisco, meaning that it has not established a broad reach.

Employee Dissatisfaction
  • Employee reviews show that the nature of work is very demanding, which is demotivating to them.
  • Unpredictable schedules are also mentioned in the reviews. These negative employee experiences can affect the firm's production.

Opportunities

Growth of the Industry
  • The Public Relations Firms Industry experienced strong growth up to 2018 and is expected to follow the same trend.
  • The industry has also experienced an annualized 5.3% growth in revenue due to the growing spending of companies on advertising and PR services.
  • This presents an opportunity for Joele Frank to venture into the market and find new clients who require their services.
  • Total advertising expenditure is expected to increase, and this presents a potential opportunity for the industry, and thus, Joele Frank.
  • As consumer spending increases propelled by other economic conditions, many businesses will invest in public relations as a means to increase brand awareness.

Threats

  • Joele Frank is operating in an industry that is facing external competition from advertising agencies that are also offering similar digital media services. This in turn can reduce the market share for Joele Frank as competitors get hold of potential customers who will have various options for managing their public image.


Part
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Part
08

SWOT - Lazard

The SWOT analysis of Lazard's banking/IR includes; revenues being ranked among the least volatile as a strength, lower profitability than its competitors as a weakness, investing to expand its scale as an opportunity and adverse effects of rising rates as a threat.

STRENGTHS

WEAKNESSES

OPPORTUNITIES

THREATS

Part
09
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Part
09

SWOT - McKinsey


McKinsey has a well-established and stable client network with long-term relationships and serves clients at every level of the organization from top management to front-line employees, which allows it to have a diverse and wide client base. The strategy/operation consulting segment and "IT management consulting" present a key growth opportunity for the company as these are expected to drive the majority of the market growth over the coming years until 2025. Below is an overview of the findings.

STRENGTHS

  • McKinsey is one of the leading and biggest global management consulting firms and the trusted and preferred adviser to the world's leading businesses, governments, and institutions with more than 90 years of experience in management consulting. It has a presence in around 65 countries globally, which makes it an indomitable player in the consulting industry.
  • The company provides one of the most exhaustive industry coverage in the consulting sector and provides services to over 20 diverse industries including advanced electronics, aerospace and defense, agriculture, chemicals, CPG, financial services, healthcare systems and services, metals and mining, oil and gas and technology, media and telecommunications.
  • The company has a well-established and stable client network with long-term relationships and serves clients at every level of the organization from top management to front-line employees, which allows it to have a diverse and wide client base.
  • The company has a strong financial position with consecutive profits in the past 5 years, along with accumulated profit reserves that can be used to finance future capital expenditures. The company has crossed over $10 billion in revenue and has a large asset base, which means it has better solvency.
  • One of the key strengths of the McKinsey is its rigor to constantly innovate and continually seek new and better ways to serve the changing needs of its clients. The company is at the forefront of recruiting new talent, acquiring new companies, and developing new capabilities in areas such as design, analytics, and digital.
  • The company invests more than $600 million of its resources each year in knowledge development, learning and capability building and studies "markets, trends, and emerging best practices, in every industry and region, locally and globally." This allows it to be at the forefront of the most pressing issues facing its clients and society thereby adding to its competitive strengths.
  • The company is highly recognized and enjoys an excellent reputation in the industry that adds on to its bargaining power with clients and makes it a go-to solution in the industry. This is corroborated by the fact that the company is constantly featured on various Forbes list such as "America's Best Midsize Employers" "Best Management Consulting Firms," "Best Employers for Diversity", "America's Largest Private Companies," and others.
  • McKinsey underlines its diversified and highly-skilled workforce as one of its key strengths and invests huge amounts of resources in training and developing its employees. The company has a consistent approach to recruiting and skills development regardless of the employee locations, which allows it to deliver a consistent experience to its clients.

WEAKNESSES

  • McKinsey has been involved in litigations that act as a dampener on its industry image and consequently hamper new client acquisitions. Recently in 2019, the company paid $15 million in settlements to the U.S. DoJ to resolve claims around conflicts of interest in bankruptcy cases over two decades. Such charges also impact the top line of the company.
  • The company follows a more traditional, formal, and hierarchical organization structure compared to some industry peers such as BCG where the structure is flatter and more collaborative. Such a structure reduces the efficiency of operations by making it more time-consuming and also leads to reduced innovation.
  • The company has been criticized for undertaking controversial government contracts. For example, McKinsey’s engagement with former Ukrainian strongman Victor Yanukovych and its massive engagements in China. Such contracts expose the company to geopolitical weaknesses and make its global operations highly susceptible.

OPPORTUNITIES

  • The global management consulting services market, which is one of the core business areas of the company, is likely to reach $343.52 billion by 2025 burgeoning at a CAGR of 3.4% in the period 2019-2025. The growth is primarily driven by the increasing need for compliance with regulations, operational efficiency, and technological advancements. This growing market presents potential business expansion opportunities for McKinsey.
  • The strategy/operation management consulting segment and the "IT management consulting" present key growth opportunities for the company as these are expected to drive the majority of the market growth over the coming years until 2025.
  • In addendum, business models such as network-based consulting and crowdsourcing are now evolving in management consulting and are being adopted by emerging players. These business models again present a key growth opportunity for McKinsey as they are expected to underpin future industry growth.
  • Big Data and Analytics presents another key opportunity with which it can expand its consulting business. Over the past few years, the company has ramped up its investments into its online platform which has helped it access new sales channels. In the next few years, it can leverage big data analytics to have better cognizance of its client needs and serve them more efficiently.
  • In addendum, new markets that have opened up because of government agreements, the adoption of new technology standards, and government free-trade agreements have provided McKinsey with an opportunity to enter and further ensconce itself in new emerging markets such as India and China.

THREATS

  • Intense competition in the management consulting industry is one of the key threats for the company. Stable profitability has increased the number of players in the industry over the last two years which has put downward pressure on not only profitability but also on the overall sales.
  • Consumer behavior has changed as the consumer is increasingly finding and vetting consultancy firms through online searches, social media, and other non-traditional channels. This poses a threat to the company as it might involve making drastic alterations to its existing business model to cater to the evolving needs of the clients.
  • In addendum, the management consulting marketplace is rapidly changing because of proliferating M&As that increase the threat of new well-funded firms with different business models backed up by strong players entering the space.
  • Apart from the enhanced competition, low-entry barriers create pressure to decrease the price of services, impacting the overall top line of the company. "As cheaper alternatives and more efficient technologies emerge, even expertise-driven consulting services are subject to fee erosion."
  • The shortage of skilled workforce in certain global markets represents a threat to the steady growth of profits of McKinsey in those markets. About 35% of firms, feel that the need for new skills is a common challenge for management consulting firms and as new technologies and techniques arise in the marketplace, McKinsey needs to constantly ramp up its training and recruiting budgets to hire and retain the best talent. This is a threat to its bottom line.
  • McKinsey is exposed to the threat of currency value fluctuations especially given the volatile political climate in several markets across the world such as Nigeria, Kenya, Israel, and Pakistan where it operates. In addendum, political uncertainties in these countries prove to be a threat to business, hindering performance at times and making the business incur unnecessary costs.
Part
10
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Part
10

SWOT - Teneo

Teneo is a management consulting company with seven business segments: strategic and communication advisory; capital advisory; management consulting; risk advisory; talent advisory. Teneo's strengths include: geographic and talent reach; brand recognition; acquisitions and partnerships. Notably, Teneo's weaknesses include potentially disruptive management changes and legal challenges. Data analytics is an opportunity for Teneo whereas its threats are global competition and lack of sufficient talent.

STRENGTHS

Geographic and talent reach

  • Teneo has a global reach across all continents through its seventeen offices in twelve countries. It can serve its clients across their diverse locations while providing world-class consulting services that prepare companies for disruption.
  • It has over eight hundred employees who have a wealth of expertise across diverse consulting segments and geographical areas. The talent pool of Teneo enhances its competitive advantage in the market.

Brand recognition

  • As an eight-year-old company, Teneo has achieved impressive success as it is now valued at $700 million and has over eight hundred employees globally. Critical to its growth within the highly competitive consulting industry has been its brand recognition.
  • Teneo's founders' profile as former associates of Bill and Hilary Clinton earned them media mentions and brand recognition.
  • Teneo became known since its early years forging relationships with leading chief executives and their organization, which boosted their brand positioning within the market.

Acquisitions and partnerships

WEAKNESSES

Potentially disruptive management changes

  • Teneo has undergone significant management changes over a short period that can negatively impact its operations.
  • Of concern, Teneo's acquisition of four companies in 2017 alone. If mismanaged, the integration of employees of Taneo's acquisitions within the greater organization can attract organizational disruptions as a result of conflicting cultures, vision, and management structures.
  • CVC Capital Partners acquired a majority stake in Teneo in 2019. The incoming majority shareholder may undertake changes in the operations of Teneo that can alter the growth, culture, and mission of Teneo.

Legal challenges

  • In June 2019, Occidental Petroleum launched a private arbitration case against Teneo. In the ongoing case Occidental Petroleum was aggrieved that Teneo had a conflict of interest as it had been the corporate adviser for both Occidental Petroleum and Chevron who were competing bidders in the takeover battle for Anadarko.

OPPORTUNITIES

Data analytics and AI

  • In 2017, companies invested $43 billion in data analytics.
  • Data analytics is disrupting traditional consulting methodologies by putting data analytics at the forefront of consulting services. It also has changed the operating framework of consulting services with clients relying on advanced software for insights on their operations.
  • Rather than being a threat to the relevance of consulting companies, consulting companies are embracing data analytics to improve their customer insights. With the effective use of big data, consulting companies are guiding companies to disrupt their industries.

THREATS

Talent

  • Largely, consulting companies demand multi-disciplinary talent in the consulting industry is extremely high. It is driven by the rapid consolidation of the consulting industry that has concentrated talent. Additionally, leading companies are operating globally that requires a globalized talent pool.
  • Talent remains a top concern among consulting companies with up to thirty-five percent of consulting professionals in a global survey identifying that talent availability was a top concern.

Global competition

  • Teneo does not rank among the top fifty consulting companies globally ranked by revenues. The smaller size of Teneo attracts intensive competition from market leaders.
  • Teneo faces competition in growing its operations in new markets due to the existence of dominant market players. Further, it faces culture and language barriers in the expansion of its business operations. Importantly, some countries have regulatory restrictions that can inhibit the setting up of business operations.
  • A casualty of intensive competition in the consulting industry is the downward pressure of consulting prices. It is a top concern among consulting professions, with thirty-six percent of consulting professions being concerned about a decrease in consulting prices.
Part
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Part
11

SWOT - AT Kearney

A.T. Kearney is a leading global management consulting firm with around 60 offices and 3,000 employees in more than 40 countries. About 90% of clients of AT Kearney choose as their preferred choice of consultants.

STRENGTHS

  • AT Kearney is a large company; employing around 3,000 employees in 60 offices in 40 countries.
  • Global Business Policy Council (GBPC) by AT Kearney helps government leaders and businesses around the world to plan for the future.
  • About 90% of clients of AT Kearney choose as their preferred choice of consultants.
  • Marketing & sales, mergers, cost management, innovation and manufacturing are the primary service lines.
  • AT Kearney won its first Global Prize, an annual business school case study competition for potential recruits.
  • According to reviews, A.T. Kearney is an excellent place to launch a career as you get given responsibility pretty quickly, and unlike many smaller niche boutique firms, you are exposed to many companies.

WEAKNESSES

OPPORTUNITIES

THREATS

Part
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Part
12

SWOT - Gartner

Gartner works on the policy of equal employment opportunities to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, and sex. The company has an opportunity to enter a new emerging market on the basis of new technology standard. Gartner provides advisory services to senior leaders across the enterprise with the indispensable business insights, advice and tools for them to achieve their objectives.

STRENGTH

GARTNER'S STRONG BRAND AND RECOGNITION

WEAKNESS

OPPORTUNITIES

THREATS

  • Changing consumer behavior driven by the increased use of online search, social media, and other non-traditional channels to find consulting firms is another threat that the Gartner faces as it might involve making drastic alterations to its existing business model to cater to the evolving needs of the clients.
  • Security and reliability concerns are anticipated to slow down the growth of the IT consulting services market across the globe.
  • Due to the current market shift towards Artificial Intelligence, Gartner has a threat to promote its offerings with some new technological advancement like the way other players are doing.
  • Gartner needs to constantly brush up with its training and recruiting budgets to hire and retain the best talent due to the higher retention rate in consulting industries.

Part
13
of fifteen
Part
13

Social Media Accounts - Rivel, Clermont, and Alpha IR

The number of followers on Twitter, YouTube, LinkedIn for Rivel company are 245, 6, and 338 respectively while Clermont has 1,199 followers on Twitter and 1,067 followers on YouTube, and Alpha IR has 297 followers on Twitter and 2,125 followers on LinkedIn.

#1. RIVEL

Number of Followers on Social Media

  • #Twitter- The company has 245 followers in Twitter.
  • #YouTube- The company has 6 followers in YouTube.
  • #LinkedIn- The company has 338 followers in LinkedIn.

Content Posted Across Social Media Platforms

  • Rivel's content on YouTube focuses on the customers' perceptions regarding the company as well as some interviews of the customers including Annette Arribas of ANSYS, Dave Carpenter of Rent-A-Center, and Thierry Denis of Owens Corning among others.
  • The company's content on Twitter primarily focuses on the results of research activities that have previously been conducted regarding the business activities of the company as well as insights of the business activities, and some content that seeks to offer advice to investors. Examples of their posts include: Do stock splits favorably impact a company’s valuation? How are buybacks perceived by institutional investors?, and Our latest research undertaken with @RivelResearch shows 76% of investors are influenced by corporate websites.
  • The company's content on LinkedIn focuses on news and upcoming events about the company. Some examples of posts include Rivel's Executive Intelligence Council Conference coming up in Boston this November! Members: Have you registered yet? #rivel #global #buy-side, Our family at Rivel is celebrating our 28th year in business! Started by Art Rivel in 1991 with just 2 employees, Rivel Research Group has grown into a 45-person global firm serving our clients in all areas of the board, management, governance, and investor relations research and consulting.

Voice Tone

  • The voice tone used on the social media accounts is professional and authoritative. The messaging across the content posted across social media platforms shows clearly how knowledgeable the company regarding the services that they offer.

Quality of Videos/ Photos

  • The videos posted on YouTube are of high-quality 1080p HD and are clear and audible.
  • The photos posted on LinkedIn and Twitter are of high quality.

Promotion on Social Media

  • The company makes use of social media advertising through the following ways:
  • Rivel promotes itself on YouTube by posting videos of their previous customers sharing their experiences with the company and what the company has done in regard to growth. For instance, Annette Arribas of ANSYS acknowledged that through Rivel her company can make better decisions from the perception studies carried out by Rivel.
  • The company promotes itself on Twitter through expressing how knowledgeable hence, experts in the industry based on advice they offer through their posts. They also express their core business offerings including gathering, analyzing and interpreting investment community feedback.
  • On LinkedIn, the company promotes itself by sharing information on upcoming events and what is expected during the events. For instance, the upcoming event in Boston on November 20th and 21st Agenda is well portrayed in their post.

#2. CLERMONT

Number of Followers on Social Media

  • #Twitter- The company has 1,199 followers in Twitter.s6
  • #YouTube- The company does not have a YouTube account.
  • #LinkedIn- The company has 1,067 followers on LinkedIn.

Content Posted Across Social Media Platforms

  • The content posted by Clermont on its official Twitter page primarily focuses on the company's general information, service offerings and its leadership. Examples of the content on Twitter is related to the company's acquisitions, interviews with its leaders, and services that the company offers to its customers including estate planning, facilitating of international trade and cross-border transactions.
  • The content on LinkedIn focuses on celebrating its leaders and recognizing its employees. For instance, Kim Grover, the company director who was nominated as one of the recommended advisors in the Legal week's Private Client Global Elite Directory 2019 is congratulated and the company employees in Cyprus are recognized.

Voice Tone

  • Through the company's posts on LinkedIn, we can conclude that its uses a respectful and friendly tone.
  • On the company's Twitter handle, the posts uses an educative and direct tone especially when the company is detailing its services to customers.

Quality of Videos/ Photos

  • The photos posted on the company's LinkedIn account and Twitter page appear to be high-quality, colorful and clear

Promotion on Social Media

  • The company promotes itself and its services through its official Twitter page by posting information regarding what services it offers. Examples of posts include: Clermont Trust provides expert #EstatePlanning for your future generations. Don't let your #Wealth fall into the wrong hands. http://clermonttrust.com, For facilitation of international trade and cross-border transactions, turn to Clermont. We offer, inter alia, flexible corporate governance, and structuring. http://clermonttrust.com.
  • Additionally, the company claims that it is an international business providing bespoke wealth protection strategies to families, investors, and entrepreneurs.

#3. ALPHA IR

Number of Followers on Social Media

  • #Twitter- The company has 297 followers on Twitter.
  • #LinkedIn- The company has 2,125 followers on LinkedIn.
  • #Facebook- The company has 3 followers on Facebook.

Content Posted Across Social Media Platforms

  • The content posted on the company's Twitter handle primarily focuses on the core service offerings of the company. The company also posts feedback from their customers as well as posts that provide professional advice regarding investments.
  • The content posted by the company on its official LinkedIn page focuses on providing information about job vacancies as well as congratulatory messages to employees.

Voice Tone

  • The voice tone by the company on Twitter is friendly and persuasive especially when encouraging employees to attend try their services or attend their functions.
  • The company also uses an educative and authoritative tone on some of its tweets.

Quality of Videos/ Photos

Promotion on Social Media

  • The company promotes itself on Twitter by sharing reviews and experiences as narrated by previous clients.
  • The company promotes itself on LinkedIn by sharing information about news and upcoming events related to the company.

Research Strategy:

In order to find information regarding the number of followers/subscribers, the type of content being posted, voice tone, quality of videos/photos, and the manner of promotion that Rivel, Clermont, and Alpha IR have, and do, on their social media accounts your research team used the following strategy.
We leveraged through the companies' social media accounts where we fetched most of the information. Wile locating content on the request we reviewed the content that had been posted by the company for the past 1 year since its recent post on the social media accounts and compiled data that we saw was mostly posted.
For companies Clermont, and Alpha IR we were unable to find their YouTube accounts after leveraging the companies websites and looking at the account through a goggle search the companies lack a YouTube account and hence we only gave information regarding Twitter account and LinkedIn.
Part
14
of fifteen
Part
14

Social Media Accounts - Joele Frank, Lazard, and McKinsey

Joele Frank has only posted two contents on LinkedIn and is only available on the platform. Lazard uses its social media accounts to promote its company diversity and products offerings. McKinsey social media posts on industry insights and trends are made with a sense of authority as an expert in the various industries.

JOELE FRANK

  • Joele Frank has 1,196 followers on LinkedIn.
  • Joele Frank is not active on LinkedIn; the company has only posted twice within the past year.
  • Both posts are congratulatory messages directed at the employees of the company who were honored in various capacities: Joele Frank for Outstanding Individual Achievement SABRE Award and Allison Sobel who was named the NIRI NY NextGen Committee president.

LAZARD

TWITTER
  • Lazard has 2,816 followers on Twitter.
  • Majority of the posts on Twitter are on different events hosted by Lazard or events in which the company participated. Lazard also made posts promoting diversity and inclusion in the workplace, community development and charity events in which the employees of the company partook.
  • Lazard uses high-quality videos, gifs, photos and infographics to share its contents with a focus on IR, the company's latest activities and employee bonding experiences in an optimistic and educational tone.
  • Lazard posts on twitter has a teacher-student feel with the company sharing tips and showcasing itself as a know-how expert in the industry.
YOUTUBE
  • Lazard has no subscribers on YouTube, the company's videos uploaded on the platform has been viewed 39,994 times.
  • Contents shared on the platform comprises interviews by top management employees at the company, volunteer and charities work undertaken by Lazard and promotional videos for the company. [3]
  • The promotional videos uploaded to the platform by Lazard highlights key differentiating factors on what makes the company stand out from competitors.
  • The interviews are generally about the company culture and value propositions.
  • High-quality videos(1080p) are being posted on YouTube, including interviews by Mia, the vice president of Lazard and other videos.
LINKEDIN
  • Lazard has 81,648 followers on LinkedIn.
  • On LinkedIn, Lazard posts the same contents it shared on its Twitter account. Like the posts made on Twitter, they are about events hosted by Lazard or events in which the company participated in, posts promoting diversity and inclusion in the workplace, community development and charity events in which the employees of the company partook.
  • Lazard uses infographics, gifs, short videos and high-quality imagery to get its message out. The company shares articles and videos on investor relations related contents from an expert view.
  • The company uses a thoughtful and educational tone for most of its contents posted on the platform.

MCKINSEY

TWITTER
  • McKinsey has 351K followers on Twitter.
  • McKinsey uses high-quality photos, audios, videos, gifs in communicating with its audience on the platform. They are positioning themselves as investor research company providing comprehensive industry insight, company-specific perceptions, and best practices.
  • They are promoting themselves by sharing tips and insights in IR, showcasing themselves as an expert in this industry. Additionally, they are representing their core business as gathering, analyzing and interpreting investment community feedback.
YOUTUBE
LINKEDIN
  • McKinsey has 2,804,309 followers on LinkedIn.
  • The company's posts on LinkedIn are excerpts of its post on Twitter. Their posts comprise the company culture, comprehensive industry insights, posts on the latest happenings around the company, interviews by experts.
  • McKinsey shares its insights with an authoritative tone as an expert in the industry and also engages educational tone in engaging its audience.
  • They seem to promote their business on LinkedIn by sharing high-quality photos along with written content about their upcoming conferences, surveys conducted by them, research, and top employees featured on prominent articles.

RESEARCH STRATEGY

A search through Joele Frank website, Twitter and YouTube showed that the company has no social media profiles on the platforms; hence, we have provided the information available on its only social media account, LinkedIn.
Part
15
of fifteen
Part
15

Social Media Accounts - Teneo, AT Kearney, and Gartner.

Teneo possesses only 18 subscribers on YouTube, 5,886 followers on Twitter, and 18,204 followers on LinkedIn. AT Kearney has 2,040 subscribers on YouTube, 42,000 followers on Twitter, and 205,922 followers on LinkedIn. Gartner has 17,600 subscribers on YouTube, 396,000 followers on Twitter, and 827,904 followers on LinkedIn.

TENEO

  • Teneo is a private company — headquarter is located in New York.
  • Teneo is the global CEO advisory firm — the company works exclusively with the CEOs and senior executives of the world's leading companies, providing strategic counsel across their full range of key objectives and issues.
  • The company possesses only 18 subscribers on YouTube, 5,886 followers on Twitter, and 18,204 followers on LinkedIn.
  • High-quality videos(1080p) are being posted on YouTube including interviews on advising the world top executives, tips for surviving proxy season, firm overview, and others. The interviews presented by Declan Kelly — Chairman & CEO; Paul Keary — Co-Founder & COO, and Doug Band — Co-Founder & President are focused on the goals of Teneo discussed in a soft and direct tone.
  • The majority of the posts on Twitter consists of goodwill messages accompanied by high-quality images of the events. The posts are accompanied by an excitement voice tone.
  • They seem to promote their business on LinkedIn by sharing high-quality photos along with written content about their upcoming conferences — The Possible Dream festival 2020, interviews conducted by them, and high-quality video of work culture at Teneo.

AT KEARNEY

  • AT Kearney is a private company founded in 1926. The company headquarter is located in Chicago, United States.
  • A.T. Kearney is a global management consulting firm.
  • The company has 2,040 subscribers on YouTube, 42,000 followers on Twitter, and 205,922 followers on LinkedIn.
  • High-quality videos(1080p) are being posted on YouTube and LinkedIn including educational workshops addressing significant disruptions across three major global supply chains — cotton, electronics, and automotive. The interviews are focused on AT Kearney's career issues and goals of AT Kearney discussed in a soft, direct tone, and soft soundtrack playing in the background.
  • The majority of the posts on Twitter consists of business insight and perspective from leading management accompanied by high-quality images and focusing on several issues in the business environment and embodiment of annual reports. The posts are accompanied by an educational voice tone.
  • They seem to promote themselves on YouTube, on Twitter they are promoting themselves by sharing tips and insights in business showcasing themselves as an expert in this industry. Additionally, they are representing their core business as impact, leadership, diversity and Inclusion, and community feedback.
  • They seem to promote their business on LinkedIn by sharing high-quality photos along with written content about their upcoming conferences, surveys conducted by them, and research conducted by their Intelligence Council.

GARTNER

  • Gartner is a public company founded in 1979. The company headquarter is located in Stamford, United States.
  • Gartner, Inc is an information technology research and advisory firm providing insights, advice, and tools for leaders in IT, finance, HR, legal & compliance, and customer service & support.
  • The company has 17,600 subscribers on YouTube, 396,000 followers on Twitter, and 827,904 followers on LinkedIn.
  • High-quality videos(1080p) are being posted on YouTube including interviews on cloud sourcing, Gartner Symposium, Gartner strategics, and others. The interviews are focused on various issues in the business function and goals of Gartner discussed in a soft and direct tone.
  • The majority of the posts on Twitter consists of business insight and perspective from leading research and advisory company accompanied by high-quality images and focusing on several issues in the business environment and embodiment of annual reports. The posts are accompanied by an educational voice tone.
  • They seem to promote themselves on YouTube by posting educational videos, on Twitter they are promoting themselves by sharing tips and insights in business showcasing themselves as an expert in this industry. Additionally, they are representing their core business as customer service & support, marketing & communications, product management, human resources, finance, IT, and others.
  • They seem to promote their business on LinkedIn by sharing high-quality photos along with written content about cloud sourcing, networking, marketing, and others.
Sources
Sources

From Part 07
Quotes
  • "Joele Frank was named the 2019 Financial Agency of the Year by The Holmes Report at the North American SABRE Awards in May, marking the third time in five years that the firm has received the award, which recognizes superior achievement in the field of financial communications in North America."
Quotes
  • "The firm added 150 new clients to its roster of blue-chip companies in 2017, including Barrick Gold Corporation, Broadcom, Dean Foods, Georgia-Pacific, Hanesbrands, Macy's and Toys R Us, which join a client roster already that already featured the likes of American Airlines, Merck, Procter & Gamble and Johnson & Johnson."
Quotes
  • "Broad network with bankers, lawyers, proxy solicitors and other advisors"
Quotes
  • "As consumer spending revitalizes along with other economic conditions, many businesses will invest in public relations services to increase brand awareness"
Quotes
  • "Finance departments are being asked to assume control over performance measurement and analytics for marketing and PR."
Quotes
  • "It began with 11 employees and today has grown to 125 people in New York City, New York, and San Francisco, California, including 22 partners."
Quotes
  • "- Unpredictable schedule - Long hours (at times) - Strong personalities occasionally clash"
From Part 14