Case Study



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​