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www.AcornManagementPartners.com ATLANTA, GA DEERFIELD, IL NEW YORK, NY LONDON, UK BHUBANESWAR, INDIA 1 Acorn Management Partners Changes The Investor Relations Game Acorn Management Partners (AMP) has developed a platform of execution that is unmatched in the investor relations space by delivering quantifiable results to their clients at the lowest cost possible in the marketplace. Any institution familiar with investor relations knows the difficulty in acquiring clear and positive results from a investor relations program. Furthermore, for those results to be measureable they must be quantifiable. AMP ensures the utmost clarity and effectiveness by offering a proprietary solution (CRM) which allows AMP’s clients to measure the effectiveness through transparency. AMP allows its clients to gain an in-depth perspective on communication between AMP and the minds of their financial professionals that are interested in that specific company every two weeks in a complete and detailed activity summary that is provided directly to the company. AMP has spent the last four years building an infrastructure that we believe is unmatched in the industry. We use a “hands on approach” with existing shareholders, institutions, brokers, broker dealers, and the investment community in general. Although we believe in technology, we know that investor relations really boil down to relationships. Relationships are the only way to achieve the end result. PETD CYTR CIGX SSIE AUGT FEED WFT BEAC BILB RMCP NLC PBIO PLSB SHAREHOLDER COMMUNICATIONS • Communicate to each and every shareholder the vision or in some cases the NEW vision of the company. • Build an ongoing electronic database of each and every shareholder for release of news, research, updates, conference calls, etc. • Continue to add new shareholders to that database (avg. 50 per broker) • Most importantly build a personal relationship with that shareholder on behalf of the company. • Creates Evangelist for the Company DISTRIBUTION Build relationships with Broker Dealers/Brokers. (over 17,000) • Communicate ideas to those brokers. • Release Quick Facts & company profiles to those brokers. • Set up one on one meetings between our clients and brokers/broker dealers. • Set up conference calls between our clients/companies and brokers/broker dealers. • Build electronic database with contact information for each broker/broker dealer. INSTITUTIONAL Build relationships with institutions. (over 12,000 currently) • Manage Research Division (Acorn Research, LLC.) • Release research and news to Institutions • Deliver research and ideas to those institutions through our distribution channels. OUR DIVISIONS
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Amp Marketing Overview

May 07, 2015

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Page 1: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 1

Acorn Management Partners Changes The Investor Relations Game

Acorn Management Partners (AMP) has developed a platform of execution that is unmatched in the

investor relations space by delivering quantifiable results to their clients at the lowest cost possible

in the marketplace.

Any institution familiar with investor relations knows the difficulty in acquiring clear and positive results

from a investor relations program. Furthermore, for those results to be measureable they must be

quantifiable. AMP ensures the utmost clarity and effectiveness by offering a proprietary solution (CRM)

which allows AMP’s clients to measure the effectiveness through transparency. AMP allows its clients to

gain an in-depth perspective on communication between AMP and the minds of their financial professionals

that are interested in that specific company every two weeks in a complete and detailed activity summary

that is provided directly to the company.

AMP has spent the last four years building an infrastructure that we believe is unmatched in the industry.

We use a “hands on approach” with existing shareholders, institutions, brokers, broker dealers, and the

investment community in general.

Although we believe in technology, we know that investor relations really boil down to relationships. Relationships are the only way to achieve the end result.

PETD

CYTR

CIGX

SSIE

AUGT

FEED

WFT

BEAC

BILB

RMCP

NLC

PBIO

PLSB

SHAREHOLDER COMMUNICATIONS

•Communicatetoeachandevery shareholderthevisionorinsomecases theNEWvisionofthecompany.

•Buildanongoingelectronicdatabaseof eachandeveryshareholderforrelease ofnews,research,updates,conference calls,etc.

•Continuetoaddnewshareholders tothatdatabase(avg.50perbroker)

•Mostimportantlybuildapersonal relationshipwiththatshareholder onbehalfofthecompany.

•CreatesEvangelistfortheCompany

DISTRIBUTION

• BuildrelationshipswithBroker Dealers/Brokers.(over17,000)

•Communicateideasto thosebrokers.

•ReleaseQuickFacts&company profilestothosebrokers.

•Setuponeononemeetings betweenourclientsand brokers/brokerdealers.

•Setupconferencecallsbetween ourclients/companiesand brokers/brokerdealers.

•Buildelectronicdatabasewith contactinformationforeach broker/brokerdealer.

INSTITUTIONAL

• Buildrelationshipswith institutions.(over12,000 currently)

•ManageResearchDivision (AcornResearch,LLC.)

•Releaseresearchandnews toInstitutions

•Deliverresearchandideasto thoseinstitutionsthroughour distributionchannels.

OUR DIVISIONS

Page 2: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 2

JAY WALK (A DIVISION OF BNY)

•Over1400Institutional/buysidecustomers•SoftdollarresearchforBankofNewYorkcustomers

KNOBIAS

•Over400,000individualandinstitutionalinvestors•260,000professionalsinmorethan125countries,theseamlesslyintegratesdata,news,analytics,multimediareportsande-mailontoasingleplatform.Clientsincludetheworld’scentralbanks,investmentinstitutions,commercialbanks,corporationsandnewsorganizations.

THOMPSON REUTERS

•327,000financialmarketprofessionalsworkingintheequities,fixedincome,foreignexchange,money,commoditiesandenergymarketsaroundtheworlduseReutersproducts.

•EverysubscriberintheReutersnetwork

ACORN RESEARCH•PetroleumDevelopmentCorporation,symbolPETD,initiatedat$17.53andtradedover$50.00pershare.

•May8,2010AcornResearchInitiatedCoverageonWeatherfordIntl.,symbolWFTat$15.30,tradedover$22.00.

•June10,2010AcornResearchinitiatedcoverageonNalcoHoldings;symbolNLCat$21.25,tradedover$32.00.

•September7th,2010AcornResearchinitiatedabuyonValeroEnergy;symbolVLOat$16.92,tradedover$22.90.

AMP MARKETINGAMP Email: Contact Management through workflow operations

1. EmailDeliverySolution-Sendbothautomatedandon-demandemailstosubscribers 2. FinancialAdvisors 3. DatabaseManagement–28,000inourCRMDataintegrator 4. ConfirmationEmail-Followingbestpractices,newsubscribersaresenta confirmationemailtovalidatetheiraddress 5. IR Kit: DeliveryofIRrequestedPieces I. AMP Quick Facts II. AMP Company Profile III. Company Prepared Investor Power Point

DATA COLLECTIONEmail alerts: Opt-invisitors/shareholder/investorsandadvisory toreceiveautomatedpressreleasedelivery.

Press Releases: Posttothewebsite,Facebook,Twitter,andallnews isdistributedbyemailtodatabasesubscribers.

Research | Marketing | Data Collection All in One Place.

Page 3: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 3

AMP TWITTER •DirectlinktowebsiteandallCompanynewsrelease

•Followus@AMPSTOCKS

Currently, 13% of online adults use the status update service Twitter, up from 8% in November 2010. This is a growing source of followers

AMP TV: VIEWER MEDIA IN DIGITAL 20 MILLION HOUSEHOLDS+AMP TV accesses over 20 million households. Each advertising medium is good at

reaching a particular demographic. Now, with the access to all desired demographic

groups, AMP TV “Company Profiling” allows you to target and deliver your marketing

message to 20 million household viewers and prospective customers. TV transcends

all media, with 99% of all American households watching. We offer 40 commercials

a month in a One Minute “Spotlight” shown daily.

AMP Advertising is Seen in Millions of Households

CHANGES IN REGULATION A. AND THE CROWD FUNDING BILLThe 3606 bill included the crowd funding bill by Senator McHenry, the 500 rule amendment on company ownership to now allow 1000 owners, Regulation A that allows you to test the waters through marketing if a business plan has legs but now you can do Reg A for up to $50 million instead of the previous $5 million. One of the most significant changes is the Regulation D non-solicitation removal which allows companies and entrepreneurs to advertise their need for capital against equity ownership online and via TV, radio and other medium. Their amendment also outlines that you can only invest 5% of your revenue if you earn less than $100,000 per year versus the $10,000 max you can invest in the previous bill.

@AMPSTOCKS

0 20 40 60 80 100

86Twitter

Blogs

LinkedIn

Facebook

YouTube

Social Bookmarking

Forums

StumbleUpon

Digg, Reddit, Mixx, etc.

FriendFeed

79

78

77

41

38

38

28

PERCENT

COMMONLY USED SOCIAL MEDIA

26

18

20 Million Households Nationwide

5 Million Households Nationwide

Television Newspapers MagazinesRadio Outdoor Internet

2009 2010 2011 2012 2013

Page 4: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 4

AMP | CRM Financial Advisor DatabaseIn order to run smoothly, organizations often standardize processes across the organization and encourage users to adopt them.

Unfortunately, each business unit has a unique set of business processes. Employees are often unaware of these processes,

depend on co-workers for information, or are unaware that the completion of certain tasks are dependent on another employee’s

completion of the previous tasks. With a CRM technology in place these issues are solved.

Define workflow rules or create rules for automated business processes, including lead count and broker notifications, new

opportunity and Broker contact pipeline management, sales processes, management, and data transfer to news and updates.

a.InvestmentBankers

b.FundManagers

c.BrokerDealerOwners/Broker

d.OSJowners

e.Analyst

f.Mediaoutlets

g.Shareholders,etc.

Over 28,000 CRM Financial Advisors in the database and growing each month.

AMP Company Profiles

AMP REPORTS AND TRACKING: BROKERS IN DATABASE CRM REPORT

Page 5: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 5

AMP Market Outline: Strategy TARGET MARKET Brokers • Bd’s • Large Investors • Micro Cap Institutions Nasdaq Firms POSITIONING STATEMENT Description of the Company SHAREHOLDER INCREASE 1. AMP EXECUTION

a. Reach out to 100 plus brokers daily I. 13 STEP PROCESS b. Broker Meetings ( Scheduled Trips) c. Investor Conferences

INVESTMENT BANKING RELATIONSHIPS 1. Identify Investment Banks that could be a fit (a, b, c)

INSTITUTIONAL STRATEGY 1. Identify institutional departments and BD’s that fit the Company’s Model

A. Institutional meetings in NY, CT, etc. to locate potential partners

B. Institutional road shows

C. Increase institutional ownership

SERVICE STRATEGY AMP – Expand with Channel Partners where there is a fit

RESEARCH MARKETING (PAID / NON PAID) PEOPLE AND COMPANIES TO WORK ON FOR RESEARCH

1) Zacks Investment research

2) Research Partners (100 institution asset managers as clients)

3) BD/Institutional Research Report

4) S&P provides state blue sky compliance in up to 38 states facilitating secondary trading of your company’s stock.

· Reach over 24 million* self-directed online account holders with Standard & Poor’s Stock Report Coverage · Clients at these top online brokerages can access your Standard & Poor’s Stock Report for FREE...anytime, anywhere

AMP Gives You the Edge You Need1. Increase the long-term shareholder base

2. Make introductions to capital funding sources

3. Up listings from OTC.BB to NASDAQ or AMEX

4. Research coverage

5. Assist with lowering administrative expenses

•LEGAL

•ACCOUNTING

•EDGARFILINGS

•TRANSFERAGENTS

•MEDIA

•ADVERTISEMENTS

Page 6: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 6

Web Partners

Increase your company’s visibility—and connect with the right investors—with PrecisionIR’s unrivaled targeting solutions:

• Generate global visibility with our Annual Reports Service Build awareness for your company through our global network of media partners reaching 14.4 million individual investors each day. PrecisionIR’s Annual Reports Service puts Acorn’s Company Profile in the hands of interested investors while storing the database

for futher contact.

• Target Institutional Investors with Bloomberg Markets Spotlight PrecisionIR and Bloomberg® have joined forces to launch Bloomberg Markets Spotlight— an interactive application that will highlight your company, it’s message, and your webcasts to Bloomberg’s exclusive audience of institutional investors.

CHANNEL PARTNERS

Targeted, Global Visibility

Page 7: Amp Marketing Overview

www.AcornManagementPartners.comATLANTA, GA • DEERFIELD, IL • NEW YORK, NY • LONDON, UK • BHUBANESWAR, INDIA 7

AMP MONTHLY DATABASE REPORTS

Acorn Research, LLC is an equity research firm. It focuses its research on small-cap, mid-cap, and large-

cap listed companies around the globe. The firm provides third party research. It employs a bottom

up approach for investment evaluation and offers company analysis, competitive analysis, investment

risks and benefits, company valuation, and technical analysis evaluation. The firm focuses on industry

evaluation, trends, and competition summary. It also offers on-site presentations to clients. The firm

caters to investment professionals, portfolio managers, and capital providers. Acorn Research, LLC is

based in Alpharetta, Georgia with additional offices in Swindon, United Kingdom and Bhubaneswar,

India. The firm is a subsidiary of Acorn Management Partners, LLC.

MR. AMITABH SATAPATHY Director Of Research, Acorn Research

ACORN MANAGEMENT PARTNERS | U.S.A.

[email protected]

www.AcornManagementPartners.com

U.S. Phone: 770.709.5845

ACORN MANAGEMENT PARTNERS | EUROPE

[email protected]

www.AcornManagementPartners.com

U.K. Phone: 44.0759.258.5237

Monthly Database Reports: Informed Decisions