SB FINANCIAL GROUP (NASDAQ:SBFG) - Lambert, Edwards & Associates
16870
portfolio_page-template-default,single,single-portfolio_page,postid-16870,ajax_fade,page_not_loaded,,qode-child-theme-ver-1.0.0,qode-theme-ver-10.1.2,wpb-js-composer js-comp-ver-5.1,vc_responsive
 

SB FINANCIAL GROUP (NASDAQ:SBFG)

Company

SB Financial Group is a diversified financial services holding company with two wholly-owned operating subsidiaries: State Bank and RDSI.

Project

LE&A was charged with increasing awareness with Wall Street and the investment community in order to improve shareholder value and broaden SB Financial Group’s story.

Tactics

  • Provided guidance on strategic messaging, including management presentations, and investor and analyst outreach
  • Upgraded content of releases and quarterly calls with best practice review
  • Drafted edited materials to improve messaging and ensure consistency
  • Primed management team for Q&A with mock interviews and prepared responses
  • Provided website best practices ahead of pending site overhaul

Results

  • Introduced management to new shareholders and analysts by coordinating presentations at investor conferences
  • Received positive response to messaging from investors and analysts, with initial coverage relationship underway
  • Extended contact with seven potential sell-side analysts.
  • Coordinated investor day​

Category
Capabilities, Investor Relations