Financial & Service Clients

  • Banque Arabe et Internationale d’Investissement
    • Image enhancement, positioning & communication for targeted audiences
  • Century 21
    • Increase visibility on Street and among financial media
    • Introduce “turnaround” (new mgmt., strategy or business plan) to Street
    • Buy-side and/or sell-side targeting
    • Design/review/revamp investor presentations, from 1-on-1’s to large conferences
  • Executive Enterprises Institute
    • IR strategy consulting
  • Export/Import Bank
    • Image enhancement, positioning & communication for targeted audiences
  • Foreign Credit Insurance Association
    • Image enhancement, positioning & communication for targeted audiences
  • Fredericks Michael & Co.
    • Start-up & pre-IPO consulting—strategy/mission/business plan & competitive positioning
  • Goizueta Business School
    • IR strategy consulting
  • Hamilton/Johnston Investment Advisors
    • Image enhancement, positioning & communication for targeted audiences
  • Judge Group
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • Evaluate, assess & position corporate strategies (acquisitions, divestitures, restructurings) affecting present & future shareholder value
    • Strategies to realign Street estimates & expectations, and establish viable benchmarks for assessing future performance
  • Manhattan Life Insurance Company
    • Preparation and/or review of disclosure documents including annual report, quarterly reports, 10K, 10Q
    • IR strategy consulting
  • Summit Bancshares
    • Audit/recommendations regarding existing IR program effectiveness & activities
    • Increase visibility on Street and among financial media
    • Image enhancement, positioning & communication for targeted audiences
  • The NASDAQ Stock Market
    • Image enhancement, positioning & communication for targeted audiences
  • The Wyatt Company
    • Image enhancement, positioning & communication for targeted audiences
  • Touche Ross & Co. Inc.
    • Image enhancement, positioning & communication for targeted audiences