HCI Group

HCI Group owns subsidiaries engaged in diverse yet complementary business activities, including homeowners’ insurance, reinsurance, real estate and information technology. The company’s largest subsidiary, Homeowners Choice Property & Casualty Insurance Company, is a leading provider of property and casualty insurance in the state of Florida.

The Story

HCI Group engaged Liolios to build and execute a comprehensive investor relations campaign focusing on differentiating HCI from its peers within the highly competitive insurance industry. Liolios was also tasked to build a high-quality investor base that understood and appreciated HCI’s vision.

Strategy & Tactics

  • Completely revamped HCI’s investor presentation and all investor communication materials with an emphasis on highlighting the company’s evolving business strategy and thought leadership
  • Developed a rolling six-month IR plan that focused on long-term client objectives and non-deal marketing plans
  • Proactively introduced the story to relevant sell-side research analysts and targeted institutional investors to improve HCI’s profile on Wall Street
  • Procured invitations to multiple investor conferences with leading financial institutions that focus specifically on the insurance and financial services industry
  • Coordinated non-deal road shows throughout major U.S. cities, emphasizing introductions to high-quality intuitional investors
  • Provided comprehensive monthly competitive valuation analysis
  • Handled all inbound investor calls from both retail and institutional investors

Results

  • Enterprise value has increased 450% during engagement
  • Liquidity has improved more than 2.5x
  • Participated in 11 high-quality investor conferences and eight non-deal road shows
  • Three new sell-side analysts initiated coverage

 

Company Info

Location: Tampa, Florida
Industry: Property & Casualty Insurance
Year of Engagement: 2012

Save the Date for Our Sixth Annual Gateway Conference

September 6-7, 2017 – Four Seasons San Francisco