- Advise on issuing forward-looking statements, publishing financial guidance and dealing with nalysts estimates.
- Advise on how best to present critical corporate news.
- Prepare management for inquiries from investors and the media.
- Financial presentation training and critiquing.
- Consult on posture as a public company and business plan.
- Introduce investment banking relationships and assist with deal evaluation.
Administrative Services
- Maintain investor kit supplies and fulfill requests.
- Arrange and monitor earnings, conference calls and web casts.
- Handle all logistics for client participation in investment conferences.
- Establish and maintain client email lists.
Market Intelligence
- Monitor client’s status as a public company and survey third party views and expectations.
- Quarterly reporting of institutional holdings.
- Stock monitoring and chart advisory, support/resistance levels, trade lines and industry trends.
|