Investor Relations Knowledgeable, credible investor relations communication Pro-active management and targeting of institutional investors, research analysts and industry events and conferences Adding bandwidth to management and optimizing officers’ time Refining the company’s message to the investment community Drafting and providing counsel on financial, M&A and other releases to the press Developing outlines and writing scripts for quarterly results conference calls Anticipating and preparing for questions from the investment community Creation of original and effective investor presentations Providing counsel regarding IR best practices Tracking success of IR activities; assessing 1-1s, conferences, marketing activities Launching and managing IR efforts in Asia Completing perceptions studies to identify areas of IR focus Benchmarking companies relative to peers and bellwethers Financials: growth rates, margins, capital resources Market transparency: release of information such as bookings, backlog, customers, revenue breakdowns, earnings guidance Wall Street record: stock performance, institutional holdings, research following, volatility Developing the company’s Wall Street image in general, including participating in the creation of Annual Reports   Business Development Identifying the landscape of companies for potential mergers and acquisitions Representing the company in discussions with investment bankers and other company representatives in strategic discussions Developing valuation analyses for proposed mergers, acquisitions, minority investments, divestitures and other strategic transactions Structuring transactions  –  including price, currency and other relevant terms – based on the requirements/limitations of the client and cognizant of the investment community’s reaction to such transactions Assistance in drafting Letters of Intent, Indications of Interest and other deal documents Conducting due diligence of potential acquisitions or partnerships, including development of financial models, customer and supplier calls, and on-site visits   Strategic Consulting Assisting management in identifying areas of growth and defining company direction Providing analysis and presentations – frequently at the Board level – regarding M&A strategy, capital structure and financing alternatives Helping company management and the Board of Directors in achieving desired results

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