Empowering Smart Decisions with Data-Driven Insights

Who we are

At Lavery Associates, we specialise in independent, conflict-free investor perception research that helps companies strengthen their relationships with the investment community and other key stakeholders. Our research is designed to deliver clear, actionable insights that support strategic decision-making, improve communications, and ultimately enhance valuation and mitigate future risk.

Our Founder

Claire Lavery is a highly respected expert in investor relations, with extensive experience spanning Europe, Asia-Pacific, and North America. With over a decade of experience in the field, Claire has developed a profound understanding of investor perception research and its critical role in shaping effective corporate strategies.

Claire excels at translating complex research findings into clear, actionable insights that drive meaningful results. Her consultative approach, combined with her keen analytical mind, enables her to help clients navigate challenges, identify opportunities, and communicate with stakeholders in a way that builds trust and supports long-term growth.

Her deep industry knowledge and natural ability to make sense of intricate data have made Claire a trusted advisor to listed companies across all sectors. Claire’s passion for her work, coupled with her commitment to delivering excellence, ensures that her clients receive the highest level of strategic guidance and support.

In every project, Claire’s goal is to empower clients to leverage research effectively, turning insights into impactful actions that drive success.

Claire has previously served as a member of Board of Directors for the UK’s Investor Relations Society and is a regular speaker on the topics of investor relations best practice and investor perception research at events across Europe.

Why does perception research matter?

In today’s volatile geopolitical and economic climate, it’s increasingly difficult for companies to distinguish between noise and what truly matters. In this challenging landscape, it’s more critical than ever for companies to gain a deep understanding of their audience’s thoughts, expectations, and concerns.

Our approach to investor perception research goes beyond merely understanding how your company is viewed—it serves as a strategic asset that equips leadership with the clarity and confidence needed to make informed decisions, strengthen relationships, and drive long-term value.

How we can help you

Regardless of the size or sector of your company, Lavery Associates perception research enables you to:


Assess Market Position

Understand how well your company is known among the investment community, what messages are landing and where gaps may exist. Having a clear and measured view will help you better frame your company’s presence, ensuring that the intended messages resonate with key stakeholders.


Identify Strengths, Weaknesses, Opportunities, and Threats

Gain a comprehensive view of your company’s perception among key investors, revealing both areas of strength and areas for improvement. This helps you spot opportunities to differentiate, grow and mitigate potential threats.


Segment Stakeholders for Targeted Engagement

Not all investors are the same. Perception research enables you to precisely segment your stakeholders – whether sell-side vs buy-side, owners vs targets, or regional differences – so you can tailor your communications to meet their unique needs.


Evaluate your Valuation

Understand why your company may be valued above, or below its peer group. By identifying precisely, the factors that influence investor perception, we provide insights on how to improve market valuation.


Alignment with Investor Expectations

Perception research allows you to understand how aligned your company is with its investors. Do you have the right investors? Are you meeting their expectations? Ensuring you have alignment is key to gaining long term investment.


Enhance Investor Engagement

Learn how to attract the attention of investment professionals and persuade them of the merits of your company. Ou research offers actionable insights into how to effectively communicate with investors and position your company to win.


Monitor Evolving Investor Attitudes

Naturally perception changes over time. Regular diagnostics allows you to track shifts in attitudes, helping you stay ahead of the curve and make proactive, smart adjustments to your communications strategy.

Why us?

Simply put, our team recognises the critical importance of investor relations. We are committed to helping management teams and boards make informed decisions based on data-driven insights derived from rigorous qualitative and quantitative analysis, rather than anecdotal feedback. In an era where trust and integrity can be in short supply, Lavery Associates is dedicated to providing companies with reliable, actionable insights they can depend on.

Get in Touch

Please email contact@laveryassociates.com or call on +44 (0) 20 7704 2654