Contacting Investor Relations - help

Associate 1 in PE - LBOs

My MD is nuts. He wants me to call the IR department of our client's competitor and ask general information relating to Its segmental margins, Growth Rates by price / volume; growth capex; add-on acq multiples; competitors in each business. None of this info is public disclosed by the company So I'm skeptical of our success chances. How can I get IR to release this week information)? What do I tell them I am - a student or a professional ? Are they generally accommodating ? Thanks !

Comments (6)

Jan 15, 2020

tell them you're considering an investment in the industry and were looking for information. it'd be helpful if you had specific things not mentioned in their 10K you could hit on

just because it's not in the 10K doesn't mean it's material nonpublic information, it just might not be relevant

it's not that weird, go ahead and ask away, there's nothing wrong with being resourceful

  • Associate 1 in PE - LBOs
Jan 15, 2020

Thanks so much, would you suggest emailing or dropping a call? Should I email head of IR?

Jan 15, 2020

call

Jan 15, 2020

what if the only option is email? How does your answer change? I don't think IR would be receptive to disclosing the information OP is asking via email.

Jan 15, 2020

don't call then, fuck do I care?

every IR department I've researched has a phone number, because they want you to get excited about investing in their company. obviously if that's not an option, email.

quit overthinking this OP and just do something

Jan 15, 2020
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