Customized Programs Designed to Meet Client Needs

The following are general elements of our investor relations programs. The weightings vary depending on each client's objectives and the resources of its internal organization.

Advisory work plays an integral role in each of our client relationships. Clients count on us to present the investment community perspective on all major corporate initiatives and to provide objective feedback on investor perceptions, expectations and likely reactions to new developments. We distinguish ourselves by providing advice that is supported by information gathered through ongoing direct investor contact and real-time research resources.

Market Positioning and Financial Communications are ongoing activities. We work with clients to continuously develop and refine the investment thesis and to incorporate key messages into drafts and reviews of earnings and other material news releases, conference call scripts, presentations, and the like. We also assist in determining the most effective disclosure method and timing.

Relationship Building leverages our direct investment community experience and our network of contacts to assist our clients in achieving key objectives, which can include:

  • Additional research coverage
  • Increased institutional or retail ownership
  • Improved communications with existing holders
  • Broadened pipeline of investor interest

We are exceptionally focused on making sure that senior management gains tangible results from the marketing process.

Positive US Financial Media Coverage can be an important way to strategically position a company in the investor marketplace and give it its own identity. We bring in our media partners at specific times throughout the program to secure interest in our clients on the part of reporters at investor-related media outlets such as Business Week, Barron’s, the Wall Street Journal, Forbes, the Financial Times and other financial/business print and broadcast outlets.



Services - Public Companies

Our comprehensive investor relations programs for public companies generally incorporate many of the following elements:

  • Investment thesis development and support
  • Financial community perception studies
  • Target marketing to sell-side and buy-side audiences
  • Financial writing
  • Presentation development
  • Development of investor-related media opportunities
  • Presentation and media training
  • Internal communications
  • Ongoing feedback reports
  • Regular review of disclosure policies and procedures


Services - Newly Public/IPOs

We provide specialized services to newly-public companies and those that are in the pre-IPO phase to ensure that they are well prepared as public companies.

These services include:

  • Structure/organization of the internal investor relations function
  • Presentation training for management
  • Road show communications
  • Analysis of peer company reporting metrics
  • Review and advise on company website
  • Internal communications/spokesperson guidelines
  • Development of company-specific disclosure policies and procedures


Services - Private Companies

We work with private companies at various stages of their life-cycles from venture-financed to pre-public or pre-sale.

Our services include:

  • Developing and communicating the investment thesis and presentation
  • Creating funding timelines
  • Assisting management in effectively working with existing investors
  • Identifying and introducing potential financial investors and strategic partners
  • Managing media coverage and communications
  • Attracting appropriate investment bankers


Services - Management and Board Reports

Being fully briefed on important news and developments in today’s dynamic, global business environment is a challenge for all executives. The issue can be that much more pressing for directors, many of whom have to balance competing priorities with the greater responsibility of their positions.

To address this need, MBS Value produces customized reports that synthesize and analyze third party commentary on our clients, their customers, competitors and industry sector. These periodic reports are designed to assist senior management and directors in anticipating trends and gaining broader perspectives on competitive valuation issues and metrics.

We also provide clients with special reports, including:

  • Topical studies on business issues such as capex, regulatory rulings, etc.
  • Corporate governance reviews
  • Shareholder voting analyses
  • New board member briefings