Investor Relations

• Conducting Peer Analysis
• Conference Calls
• Creating Scripts, Press Releases and Presentations
• Developing / Executing Financial Communications
• Disclosure Guidance
• Dissemination of Monthly and Quarterly Information to Markets
• Investor Kit Fulfillment and List Maintenance

Investor Targeting and Marketing

• • Introduce Your Stock to Potential Investors
  • Aim to Diversity and Expand your Shareholder Base
  • Shareholder Research, Targeting and Analysis
  • IPO Program Development & Implementation
  • Pre-IPO, IPO and Post-IPO Programs

• Listing Services
• Market Summaries
• Message Development

• • Multimedia and PowerPoint Presentations
  • Webcasts & Logistics
  • Disclosure and Transparency

• Peer Benchmarking

• • Intelligence on Vehicles Used by Peers to Communicate
  • How Well Do they Convey their Messages
  • What Information Do They Disclose

• Peer Group Surveillance and Analysis
• Perception Surveys and Research

• • Gauge the Effectiveness of Communication with Market
  • Contact Target Universe to Determine Perception of Firm

• Press Releases

• • Press Release Writing and DISSEMINATION

Earnings Strategy and Implementation

• Retail Marketing
• Advertising
• Conference Attendance

• • Broker Outreach

• Roadshow Organization
• Sell-Side Outreach

• • Identify and Communicate with Appropriate Analysts

• Shareholder Identification
• Working with outside firms we can uncover

• • Up-to-Date Share Positions
  • Detailed Ownership Overview
  • Geographical Share Analyses
  • High Identification Rate
  • Institutional Profiles (including investment contacts investment decision-making, etc.)
  • Market Surveillance (ADRs, Semi-Annual, Quarterly, etc.)

• Speaking Opportunities
• Strategic Counseling

• • Develop Strategy

• • Communicate Messages

• Strategic Positioning
• Webcasting
• Website Audit/Review
• Website Design and Maintenance

Investor targeting is an effective means to introduce your stock to potential investors. The benefits of meeting with new investors include diversifying and expanding your shareholder base, adding long-term, loyal holders and building interest in the stock to counterbalance selling. Pristine Advisers is expert at identifying investors whose investment style and criteria for investing are compatible with your fundamentals. Moreover, Pristine Advisers goes beyond merely identifying these investors to provide clients with ongoing outreach services.

• Introduce Your Stock to Potential Investors
• Aim to Diversity and Expand your Shareholder Base
• Shareholder Research, Targeting and Analysis
• IPO Program Development & Implementation
• Pre-IPO, IPO and Post-IPO Programs
• Listing Services
• Market Summaries
• Message Development
• Multimedia and PowerPoint Presentations
• Webcasts & Logistics
• Disclosure and Transparency
• Peer Benchmarking
• Intelligence on Vehicles Used by Peers to Communicate
• How well they Convey their Messages
• What Information They Disclose
• Peer group surveillance and analysis
• Perception Surveys and Research
• Gauge the Effectiveness of Communication with Market
• Contact Target Universe to Determine Perception of Firm
• Press Releases
• Press Release Writing and DISSEMINATION

With over 33+ years of experience communicating with financial audiences, Pristine Advisers serves as an advisor to its clients, counseling them on all aspects of financial communications efforts. In addition, Pristine Advisers provides an “ear-on-the-street” with regard to industry news, institutional trends and merger activities. Our firm works with client companies to communicate important announcements and develop a strategy to manage responses. We monitor industry trends and adjust our marketing program accordingly to ensure our clients remain competitive and ahead of the curve. We communicate with shareholders on a daily basis to be in the best position to counsel our clients on what the industry wants and needs to ensure our clients meet the investment community’s needs.

Earnings Strategy and Implementation

• Retail Marketing
• Advertising
• Conference Attendance
• Broker Outreach
• Roadshow Organization
• Sell-Side Outreach
• Identify and Communicate with Appropriate Analysts
• Shareholder Identification
• Working with Outside Firms We Can Uncover:
• Up-to-Date Share Positions
• Detailed Ownership Overview
• Geographical Share Analyses
• High Identification Rate
• Institutional Profiles (including investment contacts investment decision-making, etc.)
• Market Surveillance (ADRs, Semi-Annual, Quarterly, etc.)
• Speaking Opportunities
• Strategic Counseling
• Develop Strategy
• Communicate Messages
• Strategic Positioning
• Webcasting
• Website Audit/Review
• Website Design and Maintenance

We offer a wide range of services, from origination to structuring, advising, and executing Capital Raising.

Pristine Advisers and its professionals have successfully managed and placed capital for some of the premier institutions. With experienced capital markets specialists that focus every day on capital raising for banks and Firms, we understand the special dynamics and relationships needed to successfully raise capital in today’s changing financial market. Our understanding of the industry-focused expertise in structuring and advising on deals in that sector, and our proven ability to educate investors translates into better overall execution for our clients.

A typical capital market advisory assignment could include the following:

• Structuring and negotiating the capital transactions to minimize costs while maintaining maximum operating flexibility and value for the franchise
• Arranging capital, including common and preferred equity, senior debt, subordinated and convertible debt
• Preparing quality financing and executive memoranda which highlight the attractiveness of the company and the opportunity
• Accessing our extensive network of debt and equity capital providers and investors (including preparing and working with you on roadshow presentations)
• Making strategic acquisitions of stock or funding a one-time dividend or investment
• Effecting buy-backs and repurchases of shares
• Documenting and closing the capital transaction

When making a decision to raise capital, the structure and outcome of the deal are important. We can strategically advise you on all facets of capital transactions, including structuring, pricing, introductions, marketing and investor communications, and ultimately, execution.

Working with Pristine Advisers, you can trust that your interests and the interests of your shareholders will be fully evaluated before any capital engagement is undertaken by our firm, and you can count on our post-offering support to ensure your deployment plans continue to be executed according to plan.

Pristine Advisers has a unique database of qualified institutional investors, retail investors, brokers, analysts and media. This database was developed 15 years ago and is updated on a daily basis. Every contact goes through a screening process to ensure that they are high-quality contacts and categorized correctly. We do not “buy” generic lists for our clients. A lot of research and screening goes into developing our lists to ensure the highest level of quality.

Pristine Advisers Public Relations teams are image shapers. Our job is to generate positive publicity for our clients and enhance their reputation. We cultivate and maintain contacts with journalists, set up speaking engagements, write executive speeches, respond to inquiries and speak directly to the press on behalf of our client. We keep the lines of communication open between the many groups affected by your business: consumers, shareholders, employees, and the managing body. We assist with your press releases, marketing materials, roadshows, etc. We keep abreast of current events and are well versed and understand what stories will get the publics’ attention. It takes a combination of analysis and creative problem solving to get our clients in the public eye. The content of the work is constantly changing and unforeseen challenges arise every day. With our 33+ years of experience in this industry, Pristine Advisers are experienced in any and all situations and are well positioned to help clients of all shapes and sizes and markets.

Utilizing the media to raise visibility is a key component to financial communications programs. Pristine Advisers encourages its clients to employ a proactive media effort to generate press coverage, promote awareness of your Company and reinforcing its key investment messages. Pristine Advisers works with clients to identify financially newsworthy events, develop and disseminate news releases to the appropriate audiences and pursue coverage of the news by adopting a media relations plan.

*Interviews and Press Days
*Media Placement in key financial publications
*Tracking (both client and peers)
*Recommendations based on results
*Manager “Spotlights”
*Press Releases
*Proactive Media Pitches
*Social Media Implementation, Maintenance and Surveillance
*Speaking Topic List

CLICK HERE to view some examples of our work

Our firm, Pristine Advisers, is an investor relations and public relations firm with offices in the U.S. We have a niche specialization in representing Closed-End Funds, however, we also represent all types of firms both big and small, both local or international.

One of the many services we offer our clients is meeting and conference organization. Whether you would like to host a small meeting for investors, the financial press or a large-scale conference, we can assist you in all aspects of building your event.

There are many components to consider and various vendors to hire to run a meeting. We can assist in managing all facets from the right venue, caterers, audio visual, webcasting, marketing and inviting guests. We work regularly with hotels and vendors and know how to price their services and can negotiate pricing on your behalf.

On the average, a one-day conference can consume an entire month of your staff’s time to organize. Our team has over 33 years of experience in organizing events. We have arranged many Closed-End Fund events, as well as large-scale Corporate events. We know what is involved and needed for events for all shapes/sizes from the NYSE Bell Ringing to the large scale 5-day Conference Series. We’ve planned and executed dozens of Corporate Conferences whether they are solely for each client, or group events — we handle it all.

We have been cultivating databases of investors, brokers, financial consultants, analysts, and the financial press to target and would be able to work to bring a quality targeted group to participate in your event.

We are very competitively priced and would welcome an opportunity to speak to you in more detail about the services we can offer your firm.

With over 33 years of experience communicating with financial audiences, Pristine Advisers serves as an advisor to its clients, counseling them on all aspects of financial communications efforts. In addition, Pristine Advisers provides an “ear-on-the-street” with regard to industry news, institutional trends and merger activities. Our firm works with client companies to communicate important announcements and develop a strategy to manage responses. We monitor industry trends and adjust our marketing program accordingly to ensure our clients remain competitive and ahead of the curve. We communicate with shareholders on a daily basis to be in the best position to counsel our clients on what the industry wants and needs to ensure our clients meet the investment community’s needs.

Earnings Strategy and Implementation

• Assist clients at industry events
• NYSE Bell Ringing Ceremonies
• Conference / Event Planning and Support
• Plan, coordinate and execute events – Oversee the planning and execution of logistics and operation for special meetings, conferences, road/trade shows and events
• Manage all the event operations – The facility selection, contracting, pricing, transportation, accommodations, food and beverage selections and audio/visual service arrangements, etc.
• Manage the delivery of event – Work with event sponsors, internal/external teams on all areas of the event.
• Plan the event floor plan, its budget and produce the event materials and accessories.
• Assist in meeting the business objectives for lead generation from seminars, special events and trade shows

People fear the unknown simply because it is unknown. In the BDC industry you see beyond this fear and invest in the potential to create the great companies of tomorrow. Sadly, not every investor has the courage to invest in developing companies or BDC funds. Pristine Investors can help
change that. With over 33+ years of IR, PR and Media experience specific to the finance industry, our wealth of knowledge, network and experience can increase investor awareness and trust in your funds. You believe in the new companies in your BDC funds and with our help, so will the world.

ETFs have experienced a surge in popularity. The media is buzzing with ETF news. In such an active market, it is becoming more difficult for an ETF to stand out in the crowd. We can change that. At Pristine Advisers we create awareness for firms and funds in the finance industry. With over 33+ years of IR, PR and Media experience specific to the finance industry, our wealth of knowledge, network and experience can create the awareness that your ETF needs to stand out and succeed.

How we can help?
We create awareness through ETF marketing and publicity adding value to your fund.

Simply put: the more known your ETF is to investors, the more likely they will invest in it and the more profitable your ETF  becomes. Pristine Advisers is here to market your ETF and get it known. We offer custom packages specifically – tailored to meet the goals of your ETF. Choose from a variety of services from our ETF packages including:

ETF Media Packages
Pristine Advisers can help increase an ETF’s awareness through the organization and facilitation of:

• Interviews in key financial publications
• Press release creation and distribution
• TV contacts for interviews
• Proactive media pitches
• Speaking topic list

ETF Social Media Packages Social media networks are experiencing explosive growth in how people share and discover their news and new products. Pristine Advisers can help build social media awareness through the following methods:

• Create social media pages in all relevant social networks
• Create Community and Research our Client’s Needs
• Publish Pre-Approved Social Messaging

The energy sector is booming and with the current tax benefits for MLPs, they seem like an obvious choice to round out any portfolio. The question remains: will investors choose your MLP? Pristine Advisers specializes in MLP marketing and publicity. We can build awareness of your MLP to attract investors and ultimately increase its value. With over 33+ years of IR, PR and Marketing experience specifically for the finance industry, Pristine Advisers has the wealth of knowledge, network and experience to create the awareness your MLP needs to succeed and prosper. We offer custom packages specifically tailored to meet the goals of your MLP.

Since the financial crisis, Hedge Funds have received a lot of negative media attention. This negative media focus on Hedge Funds can overshadow the actual performance of your Hedge Fund, leading to lower investor confidence and ultimately, fewer investors in your Hedge Fund. Pristine Advisers can help change this. With over 33+ years of IR, PR and media experience in the finance industry, Pristine Advisers can help mitigate the risk of negative publicity for your Hedge Fund. We offer custom-tailored marketing packages specific for Hedge Funds to present them in the best light possible to the public. Conversely, if your Hedge Fund has received negative media attention, we can help repair the damage to its image.

Choose from a variety of our services unique to marketing Hedge Funds including:
Hedge Fund Media Packages Pristine Advisers can help increase the awareness of a Hedge Fund through the organization and facilitation of:

• Interviews in key financial publications
• Press release creation and distribution
• TV contacts for interviews
• Proactive media pitches
• Speaking topic list

Hedge Fund IR Services
Pristine Advisers offers a wide variety of IR services. A sample of IR services that would be most suitable for Hedge Funds are:

• Introduction and feedback of the fund from the financial
  analyst community
• The creation of several webcasts on the topic of the
  specific Hedge Fund
• Access to the Pristine Advisers database to promote your
  Hedge Fund
• Investor targeting and marketing
• Introduce your Hedge Fund to potential investors
• Aim to diversity and expand your shareholder base
• Shareholder research, targeting and analysis
• Conducting peer analysis
• Creating scripts, press releases and presentations
• Investor kit fulfilment and list maintenance
• Message development
• Multimedia and PowerPoint presentations
• Webcasts & logistics
• Disclosure and transparency

Other Hedge Fund Marketing Solutions
A bespoke marketing mix can be created to increase awareness of your Hedge Fund. Other strategies include:

• Print advertising in key financial publication
• Advertorials
• Viral marketing through a blogger enablement strategy
• Targeted email marketing campaigns
• Drip marketing campaigns
• Comparison of website marketing
• Digital solutions
• Website design and maintenance
• Search Engine Optimization
• Social media monitoring
• SaaS implementation
• Content writing
• Shareholder engagement

As an equity REIT, you understand the value in building and maintaining relationships in Real Estate. Without individuals renting your properties, your company will quickly fail. Similarly, your trust needs investors to survive and thrive. Pristine Investors can help build and maintain healthy investor relations so you can grow and expand your Trust.

As a financial advisory firm, you are competing with thousands of others from around the world. Sometimes to stand out in the crowd, an excellent product isn’t enough. Pristine Advisers is here to help. With over 33+ years of IR, PR and Media experience specific to the finance industry, our wealth of knowledge, network and experience can help your firm achieve exceptional results. You have great financial products, we want the world to know about them. How we can help? We create awareness. Pristine Advisers offers custom packages specifically tailored to the individual needs of your organization.

Many of our clients have come to us wanting additional exposure via social media, however, they were quite fearful of:
The “unknown”
Security
Privacy
Management authority
Regulatory compliance
Malicious statements from dissatisfied investors
Inability to monitor the social activities of employees
Constantly changing regulations by governing organizations
Pristine Advisers team Certified Social Media Strategists. Our team of professionals are well trained and well versed in all aspects of Social Media. We understand the needs and rules for Financial Firms utilizing social media. We have developed a program that helps put our clients ahead of the curve in terms of utilizing social media in their marketing campaigns.