Case Study

Head - Investor Relations

Industry: Diverse

Project Overview

The client tasked Yellowstone to analyze the organizational structure of approximately 120 Target companies. Their objective was to gain insights into how the Investor Relations role is positioned within these organizations and to determine whether it reports to the Chief Financial Officer or Chief Executive Officer.

Scope of Project

  • Team Mapping
  • Telephonic Research

Geographies Covered

Global

Yellowstone Approach

  • Telephone research was conducted to determine the upward reporting
    structure for 110 of the 120 companies on the list.
  • Insights revealed that in most companies, the Investor Relations role reportedto the CFO.
  • Some exceptions were found where the role reported directly to the CEO.
  • Outdated names on the list were identified, and replacements were located through telephone research.
  • The project was completed within a timeframe of 3 weeks, successfully
    delivering the required outcomes.

Teams Mapped

Calls Made

Turn Around Time

Client Feedback

The team at Yellowstone were able to quickly gather this information for us,
confirming reporting lines for the vast majority of the map. As such, we were able to confidently provide our client with the insight they needed; furthermore, the team had identified some out of date profiles on the map that we would not otherwise have
uncovered.

The Yellowstone team’s responsiveness and pace were instrumental to the success of this project.

-Laura Rowe,

CSM - Insight & Talent Analytics

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