Partners

Client Successes

A Principal-to-Principal Partnership

We have served as investor relations consultants for hundreds of companies over the past 25 years. Our role involves providing advice as well as program implementation. The confidential nature of our client relationships requires that the companies described below remain anonymous.
We have extensive experience working with newly-public companies whose ownership is controlled by private equity firms, management, parent companies, and the like.New Technology, a large-cap company, completed its IPO just before the window closed. Lacking a track record as a public company, and without the benefit of sell-side research due to the “quiet period,” the Company’s shares declined but remained slightly above the offering price. The volume of trading, however, pointed to significant turnover in the Company’s public ownership. While the Company’s management and control shareholders have a long-term view of stock price performance, both were concerned about NEW’s image as a public company. MBS Value was hired to bring professional IR experience to the situation and to help the Company ensure that it was proceeding with a “best practices” approach.
NEW Technology is now 80% owned by public shareholders. The Company is followed by over 20 sell-side analysts and owned by institutional investors on both sides of the Atlantic.

Complete Case Studies:

Overview

A Unique Combination of Strategic Advisory and Execution Capabilities

We formed MBS Value Partners to provide public and private companies with a 360 degree view of investor communications. Clients hire us because they appreciate working with partners who understand their companies as investments, have long standing financial community relationships and have passion for their work.

Each of our three founding partners has direct financial community experience bringing together sell-side, buy-side and investment banking perspectives. The partners have personally developed and executed IR programs for more than 350 companies in a broad range of industries including almost 30 IPOs for cross-border European and Latin American issuers.

Industry Expertise

• Automotive
• Consumer Products
• Entertainment/Cultural
• Financial Services
  • Gaming
• Health Care/Medical
• Real Estate
• Telecommunications
• Transportation

PR Specialties

• Bankruptcies
• Crisis Communications/Issues Management
• Financial/Investor Relations
• Management Consulting
• Research

Practice Groups

Market Intelligence

* We offer strategic financial communications advice on an ongoing basis as well as during periods of change and/or confrontation. Our consulting work is supported by substantial research resources, financial writing capabilities and a broad network of investment community relationships.

* We develop value-driven investor relations programs that involve market positioning, investor outreach and objective feedback.

* We produce customized reports that synthesize and analyze third party commentary on our client companies, their competitors, customers and industry sector. These reports, combined with topical research projects, assist senior management and directors in gaining broader perspective on competitive valuation issues and metrics.