TE has direct access to over 750,000 investment community members throughout the United States. A critical component of our strategy is to reach as many of these influencers as possible. TE will identify appropriate investors, analysts, and financial advisors to lay the groundwork for a highly focused investor targeting and marketing program to maximize results. A comprehensive peer review will also contribute to the groundwork required for TE’s highly targeted approach.
Personal interaction with management is one of the most effective ways to reach influencers, therefore a continuous investor roadshow schedule is required. TE will aim to introduce clients to retail brokerages, research firms, and small and micro-cap funds to ensure that these individuals are aware of the company’s key investment highlights and notified of company news announcements, upcoming milestones, conference calls, etc. We recommend an institutional and retail investor multi-city roadshow strategy that includes visiting one or two investment centers each month and re-approaching certain key cities/states throughout the year. All feedback and relevant contact information/lists will be provided in a regular and timely fashion.
The key markets include:
- New York City
- San Francisco
- Los Angeles
- South Florida
Second tier markets for rounding out your shareholder base include:
- New Jersey
- Long Island
- Toronto / Montreal
Sell-Side: Broker/Analyst Outreach
TE will be in contact with all relevant brokerage firms and associated analysts on a continual basis in order to:
Leverage high quality retail sales groups across the country
Raise awareness with sector specific sell-side analysts and institutional sales forces
Lay the groundwork for potential mentions in sector ‘round-up’ coverage
Reduce the lead-time for future research coverage
Secure invitations to investor conferences, including marketing to investors to attend the client’s presentations and 1×1’s
Obtain additional market feedback
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Investor conferences are an efficient use of management time and an activity that supports other IR activities. A conference calendar will be provided to you and appropriate recommendations will be discussed.
Tactical Investor Marketing / Database Building
TE communicates timely content to our proprietary investment community network. This direct outreach builds awareness, increases visibility, drives interest, and facilitates investment decisions. By acting as a lead generator and filtering interest from a broad investor base, TE delivers value by successfully reaching and influencing capital market participants.