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We
understand banks and their needs.
A quality investor relations program is built on quality
products, service and expertise. All of our clients receive the
attention of experienced advisors who understand the banking industry.
We recognize that smaller firms have different needs, and different
levels of in-house resources and expertise. Accordingly, we tailor
our approach to meet specific client goals and offer programs based
on monthly retainers, fixed project pricing and/or hourly fees.
Client
Services Provided
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Investor Presentations that clearly reflect corporate
goals and strategies, supported by solid analysis and an understanding
of the appropriate metrics that lend credibility to a company’s
story. Professionally-executed PowerPoint presentations use graphic
design to enhance the company’s image and market the story
effectively.
- Quarterly
Communication of Financial Results, including press releases,
shareholder letters, investor fact sheets and teleconferences.
In developing communications content, we help the client to develop
a compelling story based on a clear, concise and consistent message,
incorporating a thorough understanding of financial results and
the performance strategies used to achieve these results.
- Analyst
Coverage and Investor Targeting Initiatives tailored
to meet the investor relations goals of each client. We leverage
the strengths of the sell-side and the buy-side to reach the decision-makers
that increase trading volume and impact valuations. Our database
includes non-13F filers so important to small cap stocks.
- Investor
Perception Surveys and Feedback
to determine how well the investment community understands your
investment appeals. Fine-tune your story based on feedback from
your investors and your sell-side analysts. These views are frequently
updated and refreshed through informal feedback as the investor
relations program progresses.
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2002-2005 Margolin & Associates, Cleveland Hts., Ohio, USA.
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