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Investor relations program helps grow newly public community bank

Topic: Investor Relations
Mar 30, 2023 1:00:00 AM

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