IPOs and Transactions: July 11 – 15 / plus experts on merger pitfalls

There were 42 transactions filed with the SEC last week.

Congratulations to all of the corporations and law firms that selected our transactions services last week including Medley LLC w/ Fried, Frank, Harris, Shriver & Jacobson LLP and Winston & Strawn LLP, Superior Drilling Products Inc. w/ Dickinson Wright PLLC and Porter Hedges LLP, FXCM w/ Jones Day and Reg A+ registration for First Sentry Bancshares Inc w/ Dinsmore & Shohl LLP.

We appreciate that they selected to work with us and we’re pleased that they found us to be the intelligent value.

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WHITEPAPER –  M&A: Good practices and bad pitfalls. Click here.

Law firm / advisor Registrant Symbol Form Type Industry
Adamson Brothers VIVA CONSULTING GROUP INC ~ 1-A ~
Akin Gump Strauss Hauer & Feld LLP SEMGROUP CORP SEMG S-4 Pipelines
Baker Botts L.L.P. GREAT PLAINS ENERGY INC GXP S-4 Electric services
Blank Rome LLP RIVERPARK COMMERCIAL REAL ESTATE FUND ~ N-2 ~
Bracewell LLP GREAT PLAINS ENERGY INC GXP S-4 Electric services
Buchanan Ingersoll & Rooney PC ETHERINDEX ETHER TRUST ~ S-1 ~
Checkpoint Therapeutics, Inc. CHECKPOINT THERAPEUTICS INC ~ 10-12G Biotech & Pharma
CKR Law LLP AKOUSTIS TECHNOLOGIES INC DNLX S-1 Software
Cleary Gottlieb Steen & Hamilton LLP OSG INTERNATIONAL INC ~ 10-12B ~
Cooley LLP PROTAGONIST THERAPEUTICS INC ~ S-1
Cozen O’Connor AZURRX BIOPHARMA INC ~ S-1 Pharma preparations
Dechert LLP GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC ~ 10-12G ~
Dechert LLP NB CROSSROADS PRIVATE MARKETS FUND IV (TE) ~ CLIENT LLC ~ N-2 ~
Dechert LLP NB CROSSROADS PRIVATE MARKETS FUND IV (TE) ~ CUSTODY CLIENT LLC ~ N-2 ~
Dechert LLP NB CROSSROADS PRIVATE MARKETS FUND IV (TI) ~ CLIENT LLC ~ N-2 ~
Dechert LLP SOLIDX BITCOIN TRUST ~ S-1 Commodity contracts
Dickinson Wright PLLC SUPERIOR DRILLING PRODUCTS INC SDPI S-1 Oil & gas equipment
Dinsmore & Shohl LLP FIRST SENTRY BANCSHARES INC FTSB 1-A Banks
Faegre Baker Daniels LLP AIRGAIN INC ~ S-1 Radio and TV broadcasting
Frank J. Hariton, Esq. SAUER ENERGY INC SENY S-1 Drilling oil and gas wells
Fried, Frank, Harris, Shriver & Jacobson LLP GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC ~ 10-12G ~
Fried, Frank, Harris, Shriver & Jacobson LLP MEDLEY LLC ~ S-1 Investment advice
Gibson, Dunn & Crutcher LLP SEMGROUP CORP SEMG S-4 Pipelines
Greenberg Traurig, LLP PLATFORM SPECIALTY PRODUCTS CORP PAH S-3 Speciality chemicals
Haynes and Boone, LLP PULMATRIX INCORPORATED PULM S-3 Biotech
Jones Day LAMB WESTON HOLDINGS INC ~ 10-12B ~
Jones Day FXCM INC FXCM S-3 Investment services
Jones Day OCLARO INC OCLR S-3 Telecomm equipment
Latham & Watkins LLP PROTAGONIST THERAPEUTICS INC ~ S-1
Latham & Watkins LLP AIRGAIN INC ~ S-1 Radio and TV broadcasting
Latham & Watkins LLP SUNOCO LLC SUSP S-4 Specialty retailers
Locke Lord LLP LAMAR MEDIA CORP ~ S-4 Media agencies
Loeb & Loeb LLP AZURRX BIOPHARMA INC ~ S-1 Pharma preparations
Matheau J. W. Stout, Esq. NPQ HOLDINGS LTD ~ S-1
Matthew C. McMurdo, Esq. FRANCHISE HOLDINGS INTERNATIONAL INC FNHI S-1 Business services
Mitchell Silberberg & Knupp LLP HELIOS & MATHESON ANALYTICS INC HMNY S-3 Computer services
Morgan, Lewis & Bockius LLP PIONEER ILS BRIDGE FUND ~ N-2 ~
Morgan, Lewis & Bockius LLP NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO NXC N-2 Equity investment instruments
Morrison & Foerster LLP MOTIF BIO PLC ~ F-1 Pharma preparations
O’Melveny & Myers LLP CAVIUM INC CAVM S-4 Semiconductors
Olshan Frome Wolosky LLP AEGIS IDENTITY SOFTWARE INC ~ S-1 Software
Porter Hedges LLP SUPERIOR DRILLING PRODUCTS INC SDPI S-1 Oil & gas equipment
Reed Smith LLP TEUCRIUM COMMODITY TRUST CORN S-1 Investment services
Reed Smith LLP MOTIF BIO PLC ~ F-1 Pharma preparations
SD Mitchell & Associates, PLC KOO’TOOR DESIGN INC ~ S-1 ~
Sichenzia Ross Friedman Ference LLP SITO MOBILE LIMITED SITO S-3 Software
Skadden, Arps, Slate, Meagher & Flom LLP ARBOR REALTY TRUST INC ABR S-3 Mortage REITs
Skadden, Arps, Slate, Meagher & Flom LLP CAVIUM INC CAVM S-4 Semiconductors
Vinson & Elkins L.L.P. LSB INDUSTRIES INC LXU S-1 Chemicals
Web Debt Solutions, LLC WEB DEBT SOLUTIONS LLC ~ 1-A ~
Willkie Farr & Gallagher LLP GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC ~ 10-12G ~
Wilson Sonsini Goodrich & Rosati PC CAPNIA INC CAPN S-1 Electromedical
Winston & Strawn LLP MEDLEY LLC ~ S-1 Investment advice

Whether in-house, your-house or 100% virtual… click here to discover why we are the intelligent value for both traditional and confidential IPOs.

Post IPO, thousands of organizations count on us to assure regulatory compliance and target new investors. Click here and opt-in to receive this weekly summary via email.

Click here to review the week’s underwriters.

Have a great week.

IPO Underwriters of the Week: July 11 – 15 / plus experts on merger pitfalls

Congratulations to the corporations and underwriters that worked with our transaction services team. Whether in-house, your-house or 100% virtual… click here to discover why we are the intelligent value for both traditional and confidential IPOs.

WHITEPAPER –  M&A: Good practices and bad pitfalls. Click here.

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Registrant Form Underwriter 1 Underwriter 2 Underwriter 3 +
SAUER ENERGY INC S-1 Beaufort Capital Partners, LLC ~ ~
GOLDMAN SACHS PRIVATE MIDDLE MARKET CREDIT LLC 10-12G Goldman, Sachs & Co. ~ ~
FRANCHISE HOLDINGS INTERNATIONAL INC S-1 Kodiak Capital Group, LLC ~ ~
PROTAGONIST THERAPEUTICS INC S-1 Leerink Partners LLC Barclays Capital Inc. BMO Capital Markets Corp.
AIRGAIN INC S-1 Northland Securities, Inc. ~ ~
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO N-2 Nuveen Securities, LLC ~ ~
PIONEER ILS BRIDGE FUND N-2 Pioneer Funds Distributor, Inc. ~ ~
SUPERIOR DRILLING PRODUCTS INC S-1 Roth Capital Partners, LLC ~ ~
RIVERPARK COMMERCIAL REAL ESTATE FUND N-2 SEI Investments Distribution Co. ~ ~
MOTIF BIO PLC F-1 SunTrust Robinson Humphrey, Inc. ~ ~
AZURRX BIOPHARMA INC S-1 WallachBeth Capital, LLC Network 1 Securities, Inc. ~

Post IPO, thousands of organizations count on us to assure regulatory compliance and shareholder communications.

Click here to review the week’s IPOs and active securities law firms.

Have a great week.

Reg A+ it and they will come. Kinda sorta.

Excellent recap of Reg A+ in the WSJ.

“According to the Securities and Exchange Commission, 94 companies had filed to raise a total of $1.7 billion under Reg A+ as of early June. Of those, 45 offerings seeking to raise a total of $785 million have qualified to raise funds, and just a few have actually completed their offerings.

The low tally highlights some of the challenges that small companies continue to face, as well as the JOBS Act’s limited progress in achieving its objectives. But the weak market for initial public offerings hasn’t helped.

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Among the biggest problems for the companies trying to raise funds is that they aren’t prepared for the amount of marketing needed to attract a big enough pool of potential investors.”

That last paragraph is the most germane to this blog. Vintage is the #1 Reg A+ filing agent, by far. We’ve seen our share of companies file their 1-A… and many have yet to meet their expectations. And that word – expectations – is certainly where the problem may lay. RegA+ is just a year old. To imagine seasoned “players” to walk out of the corn is not the expectation to set. RegA+ is NOT the new shell or reverse merger… there is no “get-rich-quick” path here. It’s called a mini-IPO for a simple reason – it requires the same business fortitude found with traditional IPO (form S-1) event.

That said, let’s look at a year by the numbers:

  • 94 companies
  • $1.7 billion
  • 5 offerings qualified
  • A few have actually completed their offerings

94 companies is one every 2.75 business days! $6,500,000 raised every business day! That seems like great progress for a one-year-old!   It’s much too soon to judge a “completion” rate – as he vast amount of variables that propel any company’s success is vast: marketing, management, products and promise. But the top of the funnel is strong.

Coincidentally, (ahem) one company that is the poster child for Reg A+ success is presenting live today to an audience of live, online investors at virtualinvestorconferences.com.

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Elio Motors has put all the right pieces in place for a successful Reg A+ IPO, but most essentially, marketing. One example is they reached into their database of enthusiastic motor-fans to create “investomers.” Learn more, free. Their CEO is presenting live at 1:00 PM ET.

Following in Elios’ marketing footprint (but presenting 45 minutes earlier ) is ShiftPixy. You can read their offering prospectus here.

To close out using more baseball metaphors, a Reg A+ filing was not built to be a home run. At best, it’s a base hit – and management needs to work diligently to bring the “mini-IPO” runner home, base by base, communication by communication. Reg A+ is less expensive than a normal IPO, but NOT less effort.

Interested in the Reg A+ process? DOWNLOAD our worksheet here.

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Marketing and investor relations: twin sons of different mothers

We recently published a whitepaper discussing what, in marketing parlance, is called “earned” media. Generally speaking, earned media is news mentions, social media shares & reposts and services reviews. This is always placed in discussion alongside paid media (ads, etc.) and owned media (corporate website, etc.).

For marketing, a company earns “earned” by creating great content (blogs, infographics, videos, press releases, webinar and whitepapers) that their audience proactively share. A simple (and artery damaging) example is when you liked and shared that video recipe for Buffalo Chicken Stuffed Baked Potato Skins recipe in Facebook.

How does this relate to investor relations, in context to “content?” Investor relations departments are the quintessential content marketers– specifically because they cannot embellish from the facts at all. They cannot buy ads* (paid media) promising benefits. What IR does is tell their corporate story – generally by offering a mosaic of facts (past performance), introduce the drivers (senior management) and then sit back and hope the customer (the investor) buys.

Let’s compare the tools:

In our marketing whitepaper, two graphs illustrated what 1,500 CMOs told us about the effectiveness of their communications: lead generation and brand building.  As you see, a lot of stuff in the marketing mosaic. What is obvious is that the marketing tools deemed most effective by CMOs – upper right quadrant – are the same tools that IROs have always used. This became very apparent when the marketing vocabulary is replaced with IR vocabulary.

The charts with the orange dots are the original marketing charts. Clicking on any of the four charts will enlarge them.


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Same chart with superimposed IR vocabulary. Extra stuff removed.

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Same chart with superimposed IR vocabulary. Extra stuff removed.

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The mosaic theory is not new to IR. It is newer to us product marketers, mostly as social media has given us a stronger opportunity to build our own publishing network in balance with existing traditional channels. Thank you interwebs!

If you are interested in what media your investors favor, I suggest this whitepaper.

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And yes, I appreciate the irony of this earned media in a blog about earned media.

How to engage with investors in the age of the activist: dealing with CEO compensation

Investors have learned that it pays to be aggressive when it comes to boardroom fights. As a result, companies are preparing for activist campaigns well in advance.

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THIS IS PART FIVE OF A SERIES: read Part Four.


QUESTION > Publishing CEO compensation and its ratio to “regular employees” goes into effect next year. What risks – and subsequent mitigation – are you expecting to address?

Lex Suvanto > First of all, CEO compensation already gets a lot of scrutiny. For companies with management teams that are paid high salaries, or salaries that are much higher than peer companies, they get a lot of attention – it’s a big reputational issue. The new rule regarding the ratio of CEO pay to employee pay isn’t going to put CEO compensation into the limelight all of a sudden, because it already is in the limelight. The ratio is going to make it more so, however, and it is going to make it easier to compare companies apples-to-apples. It’s also going to give stakeholder groups and constituents such as employees and labor groups more ammunition for negotiations and generating media attention.

I think CEOs and boards are going to be more sensitive as a result of this rule. They are probably going to use it as an opportunity to think more carefully about how they communicate this information and what the substantiation is for it.

Kai Haakon E. Liekefett > Like many practitioners, I think this rule is a very good example of a well-meant regulation that causes nothing but an enormous amount of work and a significant waste of money.

When you calculate the amount of money that corporate America is going to spend on this, you’d be shocked. Companies will have to determine what a “regular employee” is, and while that’s easy when you have 20 employees, it is much more challenging when you have 30,000 employees worldwide on very different compensation scales. You also need to figure out what you count as compensation, for both the CEO and employees. It’s an enormous calculation that will cost millions for large companies. And the output is an arbitrary number that says 1:30, 1:50, 1:70, something like that, which is going to be used primarily for one reason – for activists to argue that the CEO is overpaid.

Activists are all over this and will use it to undermine the credibility of management in their pursuit of profit.

Chris Ruggieri > One certainty when it comes to the CEO compensation ratio is that there will be some stark differences between industries. If you take an industry like fast food, where you have a lot of entry-level jobs, you’re going to have a much bigger multiple than in certain other industries.

So like any type of data, it has to be interpreted – you have to put the number in context. It will provide additional information in the marketplace, however.  Just like with the “say on pay” rule, people will be looking for outliers and if they see them, it will begin to stimulate some discussion.

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I suspect you will have some knee-jerk reactions and outrage over certain multiples that appear to be very high. On the other hand, the board should be asking questions if they observe differences between companies in their industry peer group. It’s like any information – you’re going to analyze it, and if you notice trends or differences, it’s going to cause you to ask questions. I think it is incumbent upon executive management and the board to be mindful of that.

Jason M. Halper > One of the main risks regarding the CEO compensation ratio is the question of whether to provide additional narrative around the disclosure. You are permitted to do so under the SEC rule, but if you do provide additional narrative, you need to be careful not to make any false or misleading statements. You also need to consider whether you’re opening up a further can of worms by devoting more pages to it.

Since the rule is not in effect yet, companies don’t know how they’re going to compare with their peers. So there is a lot of uncertainty regarding whether to put narrative around it – you have to be careful, at least in the first year you do it. Initially, I think any optional disclosure would be on the side of explaining the elements that led to the number. So, for a company that has many seasonal workers, for instance, that may drive the ratio higher. That is a fact-based disclosure that could be made, as opposed to a more qualitative or high-level disclosure.

 

IPOs and Transactions: July 4 – 8 / plus Reg A+ (Form 1-A) Worksheet

There were 25 transactions filed with the SEC last week.

Congratulations to all of the corporations and law firms that selected our transactions services last week including UPAY w/ Frederick M. Lehrer, Attorney and Counselor at Law, Newtek Business Services Corp. w/ Sutherland Asbill & Brennan LLP and Cellect Biomed LTD w/ Doron Tikotzky Kantor Gutman Cederboum & Co., Ellenoff Grossman & Schole LLP, and Zysman, Aharoni, Gayer and Sullivan & Worcester LLP.

We appreciate that they selected to work with us and we’re pleased that they found us to be the intelligent value.

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Law firm / advisor Registrant Symbol Form Industry
Akin Gump Strauss Hauer & Feld LLP US CONCRETE INC USCR S-4 Building materials
Baker Botts L.L.P. FORTERRA INC ~ S-1 ~
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC SIMMONS FIRST NATIONAL CORP SFNC S-4 Banks
Booth Udall Fuller, PLC YILOLIFE INC ~ 1-A ~
Covington & Burling LLP SIMMONS FIRST NATIONAL CORP SFNC S-4 Banks
Davis Polk & Wardwell LLP TERRAVIA HOLDINGS INC TVIA S-3 Alternative fuels
Dentons US LLP DRAGONWAVE INC DRWI F-1 Radio – telephone comms
DLA Piper LLP DRAGONWAVE INC DRWI F-1 Radio – telephone comms
Doron Tikotzky Kantor Gutman Cederboum & Co CELLECT BIOMED LTD ~ F-1 Biological products
Ellenoff Grossman & Schole LLP FILMON.TV NETWORKS INC ~ S-1 Service – video tape rentals
Ellenoff Grossman & Schole, LLP CELLECT BIOMED LTD ~ F-1 Biological products
Ellenoff Grossman & Schole, LLP DRAGONWAVE INC DRWI F-1 Radio – telephone comms
Frederick M. Lehrer, Attorney and Counselor at Law UPAY ~ S-1 ~
Gibson, Dunn & Crutcher LLP FORTERRA INC ~ S-1 ~
Gross Cutler Seiler Dupont LLC NIVALIS THERAPEUTICS INC NVLS S-3 Phama preparations
Haneberg Hurlbert, PLC WHEELER REAL ESTATE INVESTMENT TRUST INC WHLR S-3 Retail REITs
Kirkland & Ellis LLP KRAFT HEINZ FOODS CO KHC S-4 Food products
Loeb & Loeb LLP PRIME ACQUISITION CORP ~ F-1 Blamk checks
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. PIERIS PHARMACEUTICALS INC PIRS S-3 Bio research
Nexeon MedSystems Inc NEXEON MEDSYSTEMS INC ~ 10-12G ~
Olshan Frome Wolosky LLP FILMON.TV NETWORKS INC S-1 Service – video tape rentals
Pearlman Schneider LLP INUVO INC INUV S-3 Marketing Services
Sichenzia Ross Friedman Ference LLP TOWERSTREAM CORP TWER S-3 Comms services
Sidley Austin LLP CELSION CORP CLSN S-3 Medical equipment
Silver, Freedman, Taff & Tiernan LLP GREAT SOUTHERN BANCORP INC GSBC S-3 Banks
Simmons First National Corporation SIMMONS FIRST NATIONAL CORP SFNC S-4 Banks
Simpson Thacher & Bartlett LLP FIRST HAWAIIAN INC ~ S-1 Finance services
Stepp Law Corporation GO2GREEN LANDSCAPING INC ~ S-1 ~
Sullivan & Cromwell LLP FIRST HAWAIIAN INC ~ S-1 Finance services
Sullivan & Worcester LLP TECOGEN INC TGEN S-3 Building materials & fixtures
Sutherland Asbill & Brennan LLP NEWTEK BUSINESS SERVICES CORP ~ N-2 ~
Tech Central, Inc. TECH CENTRAL INC ~ S-1 ~
Wachtell, Lipton, Rosen & Katz CBS RADIO INC S-1
Zysman, Aharoni, Gayer and Sullivan & Worcester LLP CELLECT BIOMED LTD ~ F-1 Biological products

Whether in-house, your-house or 100% virtual… click here to discover why we are the intelligent value for both traditional and confidential IPOs.

Post IPO, thousands of organizations count on us to assure regulatory compliance and target new investors. Click here and opt-in to receive this weekly summary via email.

Click here to review the week’s underwriters.

Have a great week.

IPO Underwriters of the Week: July 4 – 8 / plus Reg A+ Form 1-A Worksheet

Congratulations to the corporations and underwriters that worked with our transaction services team. Whether in-house, your-house or 100% virtual… click here to discover why we are the intelligent value for both traditional and confidential IPOs.

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Registrant Form Underwriter 1 Underwriter 2 Underwriter 3 +
FILMON.TV NETWORKS INC S-1 Bonwick Capital Partners LLC Network 1 Financial Securities, Inc. ~
NIVALIS THERAPEUTICS INC S-3 Cowen and Company, LLC ~ ~
FIRST HAWAIIAN INC S-1 Goldman, Sachs & Co. Merrill Lynch, Pierce, Fenner & Smith Inc. BNP Paribas Securities Corp. / Barclays Capital Inc. / Credit Suisse Securities LLC / Deutsche Bank Securities Inc. / J.P. Morgan Securities LLC / Citigroup Global Markets Inc. / Morgan Stanley & Co. LLC / UBS Securities LLC / BBVA Securities Inc. / Commerz Markets LLC / HSBC Securities Inc. / ING Financial Markets LLC / Keefe, Bruyette & Woods, Inc. / Banco Santander, S.A.  / Wells Fargo Securities, LLC
FORTERRA INC S-1 Goldman, Sachs & Co. Citigroup Global Markets Inc. Credit Suisse Securities LLC
DRAGONWAVE INC F-1 H.C. Wainwright & Co. ~ ~
CELLECT BIOMED LTD F-1 H.C. Wainwright & Co., LLC ~ ~

Post IPO, thousands of organizations count on us to assure regulatory compliance and shareholder communications.

Click here to review the week’s IPOs and active securities law firms.

Have a great week.

Video: June’s Top Law Firms for SEC transactions

As subject matter experts in transactions i.e. IPOs and M&A, we carefully track the capital markets dealflow… daily, weekly and monthly. If you would like to be emailed the week.

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Congratulations to any and all of our partnering law firms that made this month’s list – and to the firms that worked with our teams on their clients’ transaction:

  • 1-A: Form needed for companies taking advantage of Regulation A+
  • S-1: General form of registration statement for all companies including face-amount certificate companies
  • S-3: Registration statement for specified transactions by certain issuers
  • S-4 Registration of securities issued in business combination transactions
  • N-2: Initial filing of a registration statement on Form N-2 for closed-end investment companies
  • F-1: Registration statement for securities of certain foreign private issuers
  • S-11: Registration statement for securities to be issued by real estate companies
  • 10-12G: Initial general form for registration of a class of securities pursuant to Section 12(g)
  • 10-12B: Initial general form for registration of a class of securities pursuant to Section 12(b)

Have you read our whitepaper on how the S-1 registration paperwork flows back-and-forth between the company and the SEC?  CLICK HERE

 

 

“Your attentiveness and hard work throughout this process has been greatly appreciated.”

Fast turns and spot-on execution has redefined Vintage, helping us to be a top three solution in North America. Our work is highlighted every Monday in our “IPOs and Transactions of the Week” blog and email.  Importantly, our week’s success is further highlighted (and celebrated) by the appreciative notes our operations people receive each day from our clients.

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We can’t not share the good news (anonymized for privacy). Sales can offer you full named references.

Here is just a handful of the week’s notes: 

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Kudos to our EDGAR team

Thank you for your incredible efforts. [Advisor] says you guys are the best and he’s right.

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.Kudos to our IPO team

Vintage is more communicative and responsive than any other financial printer [we’ve] ever worked with. Kudos to you all!

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.Kudos to our Typesetting team

This looks perfect. Thank you very much for your help. We very much appreciate all the hard work you and your team have put in on this filing for us.

 


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.Kudos to our EDGAR team

Thank you so very much – and I apologize greatly for the last minute Press Release change!

You handled that issue (including my panic) so well.

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.Kudos to our VDR team

Yes – [ Our Vintage manager]  was able to help me solve my problem. He has been great; extremely responsive and really detailed in his explanations.

Thanks for all your help with transitioning into using this software.

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.Kudos to our Print team

I have worked with Vintage on behalf of our issuer clients for several years and have multiple associations with several financial printers.

Based on this experience with other printers, I have come to rely on Vintage to take care of our clients and we have always been thrilled with the “rescue missions” that Vintage is able to perform at a moment’s notice and the level of customer service and attention to detail and care that your entire team has provided each and every time.

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Our rebrand was not just a logo change – it was a systemic and cultural reform throughout our operations. Our president, Liam Power, challenged his team to deliver the industry’s intelligent value, measured as fast turns and spot-on execution of services. You can meet Liam Power on this video. 

Thanks to our experts for delivering intelligent value!

REPORT: Institutional investors visit IR websites 8X more, per week, than individual investors

If you ignore (for now) the bottom two results, the differences between Wall Street (W) and Main Street (M) is a slight bell curve – with institutional investors demonstrating a more scheduled research pattern.

What does stand out is the importance of getting news out-the-door to bring all investors (averaged at 33%) to your IR website. This is more than a “generating traffic” exercise… the IR website will promote a deeper narrative beyond the news. And, as we have learned, you need that website in place!

Another observation: 7% of portfolio managers should be fired.

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Here are some examples of the sites we host: we can build a variety of design formats – at a variety of service packages to fit into a budget.

LEARN MORE INCLUDING VERBATIM “OTHER” COMMENTS: Our new “Shareholder Confidence 365 Study booklet is now available. You can order a printed copy here.