Scope of Services

Financial Communication. Develop customized, cost-effective, high-quality, high-impact and fully integrated financial communication programs and platforms, including annual reports, financial fact books, corporate profiles, capabilities brochures, analyst meetings or presentations, investor fact sheets and information kits, quarterly earnings releases, Web sites, analyst conference calls, executive financial presentations, retail brokerage meetings and other individually tailored activities designed to support corporate objectives.

Strategy Development. Assist management with the development of high-impact strategic approaches to the equity and debt markets that will deliver enhanced shareholder value and lower the company’s cost of capital. Help management identify the ideal shareholder mix to support the company’s investment objectives.

Analyst and Investor Meetings. Assist with effective targeting of the most suitable buy- and sell-side analysts and portfolio managers whose investment style and interests best fit the company’s characteristics. Arrange company presentations to brokerage-sponsored or corporate-hosted analyst and portfolio manager conferences or meetings, as well as one-on-one meetings with targeted analysts and institutional investors. Identify suitable, cost-effective individual investor forums.

Disclosure. Guide the management team with respect to public disclosure requirements, issues and practices surrounding financial reporting, and provide guidance and communication about fastbreaking corporate events that impact the price of a company’s debt and equity issues. Assist management in developing a corporate disclosure policy if it does not have one.

IR Spokesperson Training. Train company executives and investor relations contacts to be effective and consistent presenters in analyst and investor conferences, before the media and in day-today interaction with the investment community.

Media Relations. Leverage proactive investor relations programs with fully integrated national and regional financial and trade media placements to provide all-important third-party testimonials for growing investor awareness of the company’s evolving investment appeal.

Messages. Develop investor relations messages that will most proactively leverage senior management’s strategic vision, operational and financial performance and ongoing business expertise to deliver the optimum P/E multiple and lower the company’s cost of capital.

Research. Research and track current and prospective securities analysts and institutional and individual shareholders, their perceptions and attitudes. Benchmark these measurable against realization of program objectives.

Crisis Communication. Structure and implement effective crisis communication programs in anticipation of or in response to litigation, rating/regulatory agency actions, restructuring announcements, product recalls, plant closures, market withdrawals, a significant earnings shortfall, competitive rumors, loss of a key manager, takeover or merger speculation, stock volume and price volatility, natural catastrophes, theft, fire and other crises.