Strategic Core Services

• Earnings and news releases, including preparation and distribution to wire services and blasting 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.
• 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, which 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 10 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.

Internet Services

Equity Market Partners provides financial and business information websites to our clients. These sites are updated on a regular basis and can be seamlessly linked to any existing corporate, providing complete investor relations information within the same style and visual environment of the client corporation. A typical site includes the following information:

• Corporate Governance
• Price/Volume Charts
• Annual/Quarterly Financials
• News Releases (posted co-terminus with release to newswire)
• Annual Reports / Proxy Materials
• 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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