Investor relations support for a newly public growing community bank
Engaged to support a $3 billion community bank in Illinois at the time of its IPO and provided outsourced investor relations support during the company’s growth to nearly $8 billion in total assets.
- Assisted in putting investor relations infrastructure in place including the developing investor relations website, policies and procedures, and training.
- Developed templates for quarterly earnings communication - earnings release, earnings call script and investor presentation.
- Drafted all quarterly earnings materials and prepared management for Q&A.
- Developed new slides for investor presentation to communicate strategic initiatives and reflect best practices in disclosure as economic and interest rate cycles evolve.
- Provided communications support for multiple M&A transactions.
- Developed an institutional target list consisting of desirable shareholders to guide Wall Street marketing efforts.
Provided quarterly analysis of changes in institutional shareholder base.
Topics from this blog: Investor Relations