Services

Investment Community Outreach
Writing/Editorial Services
Media Relations
Consulting and Advisory
Web IR
Information Exchange
Administrative Services
Market Intelligence

SPAC Services  

Investment Community Outreach

• Implement contact program to generate buy-side interest and sell-side research coverage. To see a list of analysts that cover our clients, click here.
• Utilize proprietary database with 15,000 contacts to determine appropriate targets for each client. 
• Arrange days of one-on-one and group meetings for management with the investment community, as well as teleconferences (generally 2-3 days per quarter for each client).
• Obtain feedback and maintain relations with those interested.
• Pursue client presentations at investment conferences.  To see a list of conferences at which our clients presented in 2009, click here
  

Writing/Editorial Services

• Draft/edit news releases.
• Create investor fact sheets for use in proactivity and posting on clients’ web sites.
• Draft/edit scripts for earnings conference calls.
• Draft/edit PowerPoint presentations for investor meetings and annual meetings.
• Draft/edit shareholder letters and annual reports.

Media Relations

• Attract attention to client’s strategies, accomplishments and prospects in order to generate coverage in the business, financial and occasionally trade media.
• Set up interviews and coach management beforehand.

Consulting and Advisory

• Work closely with client and its SEC counsel to ensure that the communication program complies with Reg FD.
• Advise on issuing forward-looking statements, publishing financial guidance and dealing with analyst 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.

Web IR

• Advise on/create investor relations section of client’s website.
• Coordinate with firm maintaining client’s website to keep site up to date.
• Receive and respond to online requests for investor kits and keep track of interested parties.

Information Exchange

• Respond to phone and email inquiries from the investment community, media and individual shareholders.

Administrative Services

• Maintain investor kit supplies and fulfill requests.
• Arrange and monitor earnings conference calls and webcasts.
• 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.

SPAC Services 

We believe The Equity Group has the most investor relations experience with the Special Purpose Acquisition Company ("SPAC") vehicle, having worked with 12 SPACs that have successfully completed mergers with operating companies, and 1 that has announced a definitive merger agreement and is working through the shareholder vote process.   In this regard, we:

• Draft/edit all communications related to the SPAC, including news releases and presentations.
• Prepare a web site for the SPAC incorporating all key information for investors.
• Train/critique management on the presentation and Q&A.
  
• Make introductions to potential investors, and organize meetings with potential and existing investors in the SPAC, in an effort to help secure a successful shareholder vote on the merger.
• Provide counsel regarding the various stages of the SPAC transaction.
• Work with the Company following the completion of the merger to obtain after-market support, research coverage and buy-side interest, and manage the investor communications program going forward.

We are accountable for our services through monthly letters to clients summarizing our activities, as well as periodic Activity Reports utilizing our database, detailing new contacts made in the investment community and the media.  We also provide follow-up reports of financial community meetings that we arrange, as well as constructive feedback for future presentations.  Time sheet accountability is also available.