CMB operates on the principle that clients want responsive, actively involved senior advisors, sound, realistic strategic counsel; and flawless execution.

We offer a turn-key approach with a comprehensive range of services to attract long-term institutional investors & media with less travel involved™.

Candid Investor Feedback - qualitative and quantitative study of your company relative to your peers, your company’s credibility and growth strategies, and recommendations on Best Practices in investor relations.

Investor Relations Training

10-Ways To Attract Long-Term Institutional Investors & Media With Less Travel Involved™.  These 10-Actions are based on hundreds of interviews with top institutional money managers & reporters.

M&A and Transactions Communications – clear, powerful communications that meet legal requirements and build support from all constituencies.

Compelling Communications to Attract Investors (i.e. investor presentations; investment fact sheets; website content to attract investors and media.

Consulting That Builds Smart Plan – an action plan to advance investor relations program to the next level.

Executive Presentation Training – to effectively build investor confidence.

Stockwatch - real-time identification of buyers and sellers, including non-13f filers.

Investor Relations Measurement – utilizing resources to systematically measure effectiveness of targeting and outreach efforts.

Financial Market Intelligence

Financial Media and Public Relations (introduction to key national media)

Effective Internet Communications and Strategies

Investor Meetings and Conference Calls

Stock Exchange Listings

At CMB, we're passionate about investor relations. We are experts on improving the valuation of companies.  Our focus on value means creating, maintaining and enhancing corporate credibility.

At CMB we recognize the value of getting accounts off to a fast start.  To us, that means getting immersed in your company and delivering a result to a client within 30-60 days of our hire. 

Our Fast Start program is part of every CMB engagement and has been proven to build trust in the client-agency relationship early on. We know it doesn’t sound very strategic but we believe in delivering immediate results while simultaneously working on a strategic direction.

Our typical client process begins with a three-step approach:

PHASE #1: PERCEPTION RESEARCH, ANALYSIS AND RECOMMENDATIONS

Perception Research

CMB’s relationship with a new client begins with a perception study of how a company is perceived among investors and financial media opinion makers. 

• Investor understanding of our growth strategies and credibility? 
• What is preventing investors from taking more of an interest in our stock? 
• Who are potential investors and why are they not current owners?
• What needs to be done to change investor perception? 
• What misperceptions do capital markets and financial media have about us and our stock? 
  

Due Diligence

We also perform due diligence briefings with company spokespersons to understand their company’s vision and investment proposition, and to recommend appropriate activities to match your goals.  How can that message be properly communicated to the capital markets?

Great Ideas and Strategic Insights

CMB’s in-person report provides each client with the appropriate plan to improve the valuation and create, maintain, and enhance corporate credibility.  We have worked with over 200 clients to grow equity value. 

 
PHASE #2: IMPLEMENTATION

Using the data obtained in Phase # 1 above, we provide hands-on guidance for implementation that will produce the desired results. 

PHASE #3: ONGOING GUIDANCE AND SUPPORT

We are available to provide ongoing guidance and support to achieve the highest sustainable value for the company’s securities.