m elevating your vision, your company, your future.™ investor relations and financial...
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M
Elevating your vision, your company, your future.™
investor relations and financial communications
Agency
Overview
McCloud Communications
M
Elevating your vision, your company, your future.™
Introduction
McCloud Communications provides clients with a complete range of investor and shareholder relations and financial communications services.
M
Elevating your vision, your company, your future.™
Expertise
McCloud Communications has been involved in investor and shareholder relations and other related disciplines for over 20 years.
Our principals are well versed in strategic planning, financial counseling, and execution of financial communications programs.
M
Elevating your vision, your company, your future.™
Services
Financial communications and investor
relations are integrally linked to promote and
achieve shareholder value.
• Corporate positioning and message development• Introduction to underwriters and investment bankers• Investor presentations and annual reports• Origination and distribution of news releases and
announcements
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Elevating your vision, your company, your future.™
Services
• Road shows and development of presentations• Shareholder communications• Analyst and institutional investor targeting and recruiting• Development and maintenance of an integrated IR
website• Crisis management
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Elevating your vision, your company, your future.™
Services
• Industry conferences
• Investor/media distribution lists
• Corporate fact sheets
• “Investable” messages
• Institutional targeting
• Presentations
• Website audits
• Industry tracking
• Competitive trends
• Road shows
• News releases
• Annual reports
• Conference call logistics
• Peer analysis
• Analyst solicitation
• Investor kits
• Retail broker meetings
• Shareholder calls
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Elevating your vision, your company, your future.™
All communications must be…
A well executed proactive IR program creates investor awareness, increases the value of your company, elevates your brand, and improves internal and external communications.
What makes a great IR program?
•Strategic•Proactive•Focused
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Elevating your vision, your company, your future.™
How does the IR process work?
An informative story communicated to a properly targeted audience creates interest, which in turn maximizes opportunity for full valuation.
Stock Price = Performance + Potential Position performance Communicate
in appropriate context potential to
investors
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Elevating your vision, your company, your future.™
How does the IR process work?
INVESTORS
Business/
Trade Media
Sell-side
Buy-side
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Elevating your vision, your company, your future.™
How does the IR process work?
Accountants Investment
Banks
Client Lawyers Broker/
Inst. Sales
Business/
Trade Media
Sell-side
Buy-side
Employees Customers Investors
McCloud Communications
Originates and delivers the message
M
Elevating your vision, your company, your future.™
How does the client benefit?
Our clients benefit from our personal contact with the financial community and shareholders, as potential and existing investors must be nurtured through persistent personalized contact with skilled professionals who have the experience and background to effectively deliver a client’s story.
M
Elevating your vision, your company, your future.™
• Technology• Biotech• Pharmaceuticals• Construction• Manufacturing• Specialty Chemical• Travel and Leisure• Alternative Energy• Telecom
Client industries
Our clients span a variety of industries:
M
Elevating your vision, your company, your future.™
Marty TullioManaging Member
Marty Tullio is a veteran of the investor relations and corporate communications fields. She has managed the financial communications programs for a wide range of public and private companies, providing day-to-day counsel to executive management and coordinating investor relations efforts for a number of diversified clients. Marty is proactive in the planning and execution of investor outreach programs, including road shows and investor conferences, and in developing strategic communications plans for client organizations.
Marty has more than a decade of in-house agency investor relations management experience, specializing in the targeting and development of institutional investor and research analyst following, support of fundraising activities, corporate and crisis communications, consulting, and the introduction and positioning of companies to the investment community.
Prior to becoming an investor relations professional, Marty spent 15 years as a sales and marketing executive in the technology industry, with companies such as NCR, GTE Telenet, and a division of McDonnell-Douglas. She has held several managerial and executive positions, including Vice President of Sales and Marketing, Executive Vice President, and General Manager. Marty earned a Bachelor of Arts degree as well as her investor relations certification from the University of California, Irvine.
Management bios…
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Elevating your vision, your company, your future.™
Small & Micro-cap Experts:
• We specialize in the development and execution of proactive, customized investor relations and financial communications programs designed to meet the specific needs of small-cap and micro-cap public companies.
McCloud because…
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Elevating your vision, your company, your future.™
Small & Focused:
• We maintain a small client base, which allows us to take on our clients’ needs as our own – even when the phone rings with a crisis call on a Friday at 6 p.m.
• Only senior account team members work on your account.
McCloud because…
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Elevating your vision, your company, your future.™
Proven Expertise and Corporate Experience:
• McCloud has a proven track record of successfully executing on strategic financial communications programs.
• All McCloud principals have held executive management positions in investor relations, marketing, communications, and sales.
• McCloud provides a strategic approach to IR and FC:– We are communications experts who think like analysts and
journalists.
McCloud because…
M
Elevating your vision, your company, your future.™
Elevate your vision your company
your future.
McCloud Communications LLC2082 Business Center Drive, Suite 170Irvine, CA 92612-1113Tel: 949.553.9748Fax: 949.553.9408www.McCloudCommunications.com
Principal:Marty [email protected]
Contact us today…