Case Study

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

Lambert 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​