Equity Market Partners can help you improve your market valuation through our comprehensive range of specialized investor relations services:







Strategic Core Services

  • Earnings and news releases, including preparation and distribution to wire services and blast faxing to a highly targeted and continually updated list of buy and sell-side investors.
  • Quarterly Teleconferences. We maintain the invitation list, add appropriate new names, issue invitations, arrange for telephone lines and/or webcasting, and assist with the preparation of management's remarks.
  • Quarterly Shareholder Letters, including preparation and production.
  • Annual Report. Services include developing a conceptual plan and strategic messages, drafting all non-financial sections and managing the entire production process.
  • Corporate Fact Sheet. Prepared in a research report format, this fact sheet is used as both a mailer and handout for investors.
  • Investor Surveys. We survey shareholders and analysts to determine their opinions and attitudes toward our clients, with the object of factoring this input into program development and ongoing program evaluation.

Institutional Targeting Services

To help develop and maintain a fair market valuation for our clients, we identify and target portfolio managers, securities analysts and selected brokers, whose investment styles, criteria and areas of specialization form a close match with the characteristics of our clients. This research is a product of our proprietary active database of institutional investors, InvestorNet®. Continually updated, InvestorNet® contains such critical information as:

  • Names, addresses, direct dial numbers (phone and fax) and e-mail addresses of virtually every major institutional investor, buy and sell-side, throughout North America
  • Investment profiles, criteria, styles and interests of these investors (e.g., small-cap/large cap, value, growth, earnings momentum, yield-based, special situation, etc.)
  • Current holdings of these investors in peer companies of our clients.

Equipped with this research-driven capability, our clients can address a select audience of buy and sell-side investors via a full range of communications channels, including releases, teleconferences and presentations.

Road Show and Presentation Services

Supported by our institutional targeting service, Equity Market Partners arranges private meetings for its clients with portfolio managers and securities analysts in New York, Boston, Philadelphia/Wilmington, San Francisco and Los Angeles, in addition to larger regional financial markets such as Denver and Dallas. As an example, a typical road show schedule in New York generally involves up to 12 meetings during one to two days. Some clients prefer to make one road show trip each quarter, while others prefer more active monthly schedules. It all depends on the client's precise needs and requirements. Equity Market Partners also prepares the Power Point presentations for these road shows that are designed to deliver the most effective investor positioning and key messages.

Financial Media Relations

Knowledge and use of the media are key components of an effective investor relations effort. Equity Market Partners tailors its media relations initiatives to meet specific client needs and to achieve long-term program objectives.

  • Major News Announcements
    For key announcements such as mergers or other business developments, Equity Market Partners assists in crafting a compelling message that effectively communicates our clients' strategic financial rationale.
  • National Business Media
    Equity Market Partners targets the most important financial media, electronic and print, with such editorial themes as strategic repositionings, management profiles and valuation opportunities.
  • Trade Press
    Trade publications are increasingly used by sophisticated investors as sources of industry information. Equity Market Partners works with trade publications on company profiles and news items that have a bearing on the investment positioning of our clients.
  • Background Interviews
    Establishing relationships between a client and targeted reporters is a vital part of the media relations effort. We strive to arrange for background interviews with targeted publications and prepare our clients for these interviews.

IPO Services

Equity Market Partners assists IPO candidates in three key ways:
1. We assist with the process of finding and selecting an appropriate investment banker, based upon the network of banking relationships we have developed over the years.
2. Equity Market Partners will raise the profile and visibility of an IPO candidate in advance of accessing public equity markets, with the goal of facilitating the IPO process.
3. We also prepare the IPO candidate for the challenges of "going public" by implementing an appropriate investor relations programs prior to the actual offering.

Banking-Related Services

Investor relations and investment banking are closely related disciplines. For this reason, we believe it makes good business sense for an investor relations firm to possess considerable expertise in various areas of investment banking. This is another way in which Equity Market Partners add value to each of its client relationships.

  • Investment Banking Relationships
    Selecting an investment banker for an IPO, making acquisitions or raising additional capital can be difficult and time-consuming. We can make the selection process more systematic, targeted and efficient through our extensive network of investment banking contacts. We match our clients with the investment bankers best suited to their particular needs. We will arrange for initial meetings and attend them with you; prepare the correct type financial presentation for this meeting; and assist in developing terms of the banking relationship. Equity Market Partners is not allied with any investment banking firm.
  • Consulting Services
    As a strategic business partner, we consult with our clients on a range of banking-related issues, including acquisition strategies, public and private financings, strategies for increasing liquidity and stock buy-backs. We are uniquely positioned to advise you on these and other issues from the standpoint of how any such actions may affect your near and longer-term market valuations.

Internet Services

EquityServ™ is a comprehensive web-based system that delivers research-quality trading, financial and business information about your company. It is updated on a daily basis to keep it as current and accurate as possible. Easily linked to your existing corporate site as a menu item on your home page, an EquityServ web site includes the following information:

  • Active Stock Price/Trading Information/Financial Ratios (Through a proprietary program developed specifically for your site, we import your stock price and related trading information directly into your web site and link it to a range of valuation ratios. The result is current and automatically updated trading data and ratios.)
  • Price/Volume Charts
  • Annual/Quarterly Financials
  • News Releases (posted co-terminus with release to newswire)
  • Annual/Quarterly Reports (electronic files replicating actual annual report graphics)
  • EDGAR Filings
  • Research Coverage/Market-Makers
  • Institutional Ownership (updated quarterly)
  • Financial Presentations (text and slides)
  • Investor Relations Schedule
  • Officers/Directors
  • Request for Information

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