SB FINANCIAL GROUP (NASDAQ:SBFG)
SB Financial Group is a diversified financial services holding company with two wholly-owned operating subsidiaries: State Bank and RDSI.
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.
- 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
- 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