ADVISORS < PARTNERS < CATALYSTS
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1 ADVISORS < PARTNERS < CATALYSTS Toronto San Francisco
2 WHAT IS INVESTOR RELATIONS? Investor relations ( IR ) is defined as the strategic management responsibility that integrates the disciplines of finance, marketing and communications to achieve an effective two-way flow of information between a public company and the investment community, in order to enable fair and efficient capital markets
3 WHY DOES IR MATTER? There are roughly 20,000 publicly traded companies in North America, making an effective IR program essential to rise above the crowd At the same time, the increase in capital market regulation and investor caution driven by high-profile cases of corporate wrongdoing have dramatically amplified the risks of inadequate or misguided IR By effectively managing investor expectations, companies can attract a larger following of research analysts, institutional investors and retail investors - boosting liquidity, share value and price-to-earnings ratio and, accordingly, expanding access to the capital needed to fund growth Well executed IR programs can also decrease volatility and contribute significantly to a company s reputation not only among investors but also other important stakeholders such as customers and employees
4 WHAT S THE RIGHT APPROACH TO IR? If you're happy with your stock's performance and the people who hold it, then taking a mostly passive approach to IR is probably the most appropriate choice But, if you aren t completely satisfied with those two conditions, you should consider moving on to a more proactive approach In either case, Kilmer Lucas can help first by managing the entire continuous disclosure process for you saving your company the management focus and financial expense required to develop and maintain the function internally
5 WHAT ROLE DOES KILMER LUCAS PLAY? We help our clients to develop and share compelling investment stories If a proactive IR approach is warranted, in addition to performing all of the reactive blocking and tackling activities needed to facilitate full, plain and true continuous disclosure, we can also help to create investor interest for your company instead of just responding to it We accomplish this by providing a broad range of IR and communications services through a cost-effective retainer arrangement or on a project basis
6 THE FOUR MAJOR COMPONENTS OF AN EFFECTIVE IR PROGRAM While every Kilmer Lucas IR program is fully customized to maximize the achievement of our clients goals and objectives, the four major components of any of our IR efforts are: Developing the messages Creating print and electronic materials that share those messages Directly marketing your story to investment professionals Creating opportunities for the media to cover your company
7 KILMER LUCAS CORE SERVICES Strategic counseling, positioning and messaging Investment community interaction (analyst and broker/sales desk relations, non-deal roadshows, investment bank introductions, broker-sponsored conferences, institutional/international/retail investor outreach) Continuous disclosure (press releases, quarterly conference calls, webcasts, annual reports) IPOs and follow-on stock offerings Marketing material creation (presentation decks, management speeches, investor fact sheets) Event management (shareholder meetings, analyst days, site tours) Financial communications (media relations, M&A communications, crisis communications) Shareholder identification, perception studies, database management and short-seller counter intelligence Corporate/IR websites and blogs
8 CANADIAN OUTREACH EXPERIENCE Secured client company coverage in over 50 major print articles (e.g. National Post, Globe and Mail) Secured more than 20 broadcast interviews or features (e.g. CTV s Canada AM, CBC s The National, BNN s Power Breakfast) for client companies Helped secure more than 15 new coverage initiations by Canadian sell-side analysts for clients
9 U.S. OUTREACH EXPERIENCE Secured client company coverage in over 125 major print articles (e.g. Wall Street Journal, New York Times, USA Today, San Francisco Chronicle, Washington Post) Arranged more than 50 broadcast interviews or features (e.g. NBC s The Today Show, ABC s The View, ABC s 20/20, CNBC s Mad Money, CNBC s Power Lunch) for client companies Helped secure more than 25 new coverage initiations by U.S. sell-side analysts for clients
10 CANADIAN CAPITAL MARKETS EXPERIENCE Managed IR for the largest healthcare IPO in Canadian market history Assisted with raising over $1 billion in capital from Canadian investors Contributed to a client s honorable mentions for the CIRI Grand Prix for Best Overall Investor Relations and Best Investor Relations Officer Mid Cap Canadian awards from IR Magazine
11 U.S. CAPITAL MARKETS EXPERIENCE Managed IR for the IPO of the first non- FDA-approved medical device company to successfully go public on NASDAQ in about a decade; IPO was priced at the top end of an upwardly revised pricing range (33% above filing mid-point); company raised $100 million with a postmoney valuation of $525 million Assisted with raising over $3 billion in capital from U.S. investors Assisted with over 15 M&A transactions valued at approximately $2 billion
12 CROSS-BORDER SUCCESS Helped increase U.S. institutional ownership of a Canadian-based client from 10% to over 50% in less than two years (and then to over 70% a year after that); increased that same client s NASDAQ/TSX trading ratio from 25/75 to 85/15 Led a successful campaign to remove the additional F (standing for foreign ) that was automatically placed at the end of the NASDAQ trading symbols of all Canadian-based issuers Managed IR for the first company to be deemed a full domestic issuer in both Canada and the U.S. Contributed to a Canadian client winning an ARC award for the best 10-K Wrap in the U.S. (healthcare category)
13 KILMER LUCAS LEADERSHIP Stephen Kilmer, our Managing Partner, is widely considered to be a pioneer in the area of cross-border IR Prior to co-founding the firm, Stephen was VP of Investor & Public Affairs for a dual-listed medical device company based in Boston; before that, he was VP of IR and Corporate Communications for a North American eye care services provider based in Toronto The foundation of Stephen s strong understanding of the capital markets is his earlier experience as an Account Director with a major disclosure newswire and as registered Investment Advisor with Midland Walwyn Capital (now Merrill Lynch Canada) and Marleau Lemire Securities He has been an active member of the Canadian Investor Relations Institute since 1996 and the National Investor Relations Institute (U.S.) since 1997
14 KILMER LUCAS TEAM Leonard Zehr (Senior Partner): Leonard has 36 years experience as a financial journalist, editor and manager with The Wall Street Journal and Dow Jones news service, and The Globe and Mail's Report on Business Al Kildani (Managing Director and U.S. Practice Leader): Al leads our San Francisco office and has more than 15 years of US capital markets experience on both the sell-side with firms like Pacific Growth and C.E. Unterberg, Towbin and the buy-side at SF Capital/Stark Investments Julie Fotheringham (Partner): Julie has more than 15 years of senior marketing and communications experience working with large consumer packaged goods and healthcare companies like Warner-Lambert and Pfizer, along with smaller companies operating in a variety of industries David Smith (Senior Associate): David has over 10 years of in-house and agency IR and Corporate Communications experience
15 ADVISORS < PARTNERS < CATALYSTS To explore a relationship with us, please contact: Stephen Kilmer Managing Partner Kilmer Lucas Inc. T: TF: 888.KILMER.IR E: stephen@kilmerlucas.com
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