Ivy Street Advisory is a Denver-based consulting firm specializing in investor relations, strategic communications, accounting and finance for public and private U.S. companies. Ivy Street Advisory’s highly tailored, personalized approach and broad-based, seasoned finance and communications expertise help clients effectively communicate their financial story in ways that resonate with investors, boards and other interested parties.
We understand that the value of our investor relations services goes only as far as our knowledge and in-depth understanding of your business. So we specifically tailor our approach to every engagement, and team with your business leaders as if we were any other leader employed by your firm so that, together, we can maximize your results. We’re flexible, dedicated, and bring seasoned expertise through a full suite of investor relations services, including:
- Temporary, fractional and outsourced investor relations support
- Quarterly earnings support, including press releases, earnings scripts, and management preparation
- Investor outreach and communications support
- Message development and standardization
- Financial communications and investor relations program planning
- Peer benchmarking
- Investor conference and roadshow preparation
- Annual report and proxy solicitation support
- Integrated communications program design and change communications
- Editorial services, including reviewing, editing, or creating web or print copy, whitepapers, etc.
Financial Reporting, Accounting and Finance
Our senior-level advisors understand the role that strong finance and accounting departments play in the strategy, execution and measurement of your business. Our approach is naturally more holistic because we understand how each aspect of your business is interrelated. With these things in mind, we tailor each engagement to the specific needs of our clients, while remaining anchored to the bigger picture. We provide:
- SEC reporting support, including Forms 10-K, 10-Q, 8-K, S-8, S-1, S-3
- Financial analysis
- Financial modeling
- Budget and Cash Projections
- Temporary and fractional CFO
We help maximize management’s time by providing senior level investor relations experience utilizing a hands-on, highly tailored approach. Our team has a broad-based, end-to-end understanding of the financial communications process – from the accounting consolidation to the financial reporting and analysis to talking with your board and your investors. So we understand at a detailed level not only how to execute a solid investor relations program, but how a good investor relations program should interface and enhance other areas of the business.
Anchored in this understanding of the whole process, we “dig in” to gain a solid understanding of your business, your people, and your goals so that we can provide value-added insight while truly lessening the burden of your investor relations program on senior management. We pride ourselves on the ability to team with you and other key business leaders by offering a blend of both advisory services and participative results – just as though we were any other leader employed by your firm.
Accounting and Finance
As business leaders, we know how important it is to understand and effectively communicate the financial and operational health of your organization. As seasoned accounting and finance leaders, we also understand the pressures that monthly, quarterly and event-driven cycles can bring.
With these things in mind, we tailor each engagement to the specific needs of our clients and then “roll up our sleeves” to get the job done. Because of the breadth and depth of our experience, we understand how each aspect of your business is interrelated, and this, in turn, allows us to provide value-added, needed expertise to our clients when they need it most.
Jennifer Almquist, CPA, IRC
Mrs. Almquist has more than 18 years of finance, communications and public disclosure experience including investor relations, external financial reporting, corporate finance and accounting. Before founding Ivy Street Advisory in 2010, Mrs. Almquist was the Director of Investor Relations and SEC Reporting for Crocs, where she assisted the company in regaining credibility with Wall Street through proactive, transparent, timely and consistent financial disclosure during the company’s 2009/2010 turnaround. Prior to Crocs, Mrs. Almquist served in a variety of investor relations and SEC Reporting roles at various Colorado public companies, including StarTek, TeleTech, Coors and MacDermid, where she gained a well-rounded, comprehensive understanding of public financial disclosure, integrated external communications, and SEC and stock market regulation.
Mrs. Almquist began her career as an auditor in the Denver office of Deloitte and Touche. She is a Certified Public Accountant in the State of Colorado, an Investor Relations Charter holder and a member of National Investor Relations Institute (NIRI), Financial Executives International, and the AICPA. She also served as Vice President and Communications Chair for NIRI’s Rocky Mountain Chapter from 2013 to 2017 and won the individual chapter leadership award in 2016.
Mrs. Almquist earned a B.S. in Business Administration with an emphasis in accounting from the University of Colorado.