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Shareholder Identification
Institutional investor targeting and introductions
Retail brokerage targeting
Analyst targeting and introductions
Road shows and one-on-one's
Peer and industry research
Competitor research
Shareholder Management
Shareholder perception studies
Direct mail and e-mail prospecting
Investor list development
DTC analysis
13-F peer ownership analysis
Managing shareholder call and emails
Written Communications
Complete investor relations packaging
Research quality corporate reports
Press releases
Annual reports
Investor presentations
Investor newsletters
Conference call script writing
Web site management
Web site audit
Consulting
Extensive strategic planning
Board development and introductions
CEO, CFO and other C-level recruiting and placement
Funding introductions
Funding presentations and roadshows
Investment banking relationships
Senior listing evaluation
Merger and acquisition strategy
Business Rebranding
Media Relations
Media planning and placement
Trade and financial media targeting
Placement in industry reports
Spokesperson interviews
Representation at tradeshows
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