| Strategic Partners Delivering integrated technology solutions through strategic relationships
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Financial Roadshow was founded in 1995 to help companies use one of their primary communication tools, the presentation, to maximum advantage. We offer a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively. Financial Roadshow Message Services help companies develop more compelling stories. Our Graphic Services distinguish companies, promote retention of key messages and build strong brands. And, Financial Roadshow Meeting Services help companies host and manage meetings that audiences appreciate. Financial Roadshow serves public and private firms across a broad spectrum of industries. Clients have included Nextel, Goldman Sachs, Quest Diagnostics, Caremark Rx, Waste Management, Duke Realty, ChevronTexaco and Office Depot. Our award-winning team of IR, meeting, communications, finance and design professionals help you communicate your value effectively and gain mindshare. Our consultations are founded on a solid base of knowledge from both Financial Roadshow proprietary surveys of investment community presentation preferences and front-line experience. There is simply no other company in the industry that can provide the same high level professional design and messaging services and respond so quickly, in a customized manner with presentations that meet the needs of its clients. As specialists, we understand the nuances that make presentations successful and the best methods for reaching your audience. Talk with us and begin increasing your mindshare today |
| Presentation Specialization for _M&A _Turnaround _Repositioning _Financings _Investor Days _Industry Conferences _New Brand Introductions _Sales _International Programs Contact us to learn more |
| Management _ Kathy Halverson Founder and President _ Robert R. Nagle Senior Vice President _ Daniel Testa Senior Vice President of Sales _ Mark Beemer Production Director |
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| Strategic Partners Delivering integrated technology solutions through strategic relationships
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What Our Clients Have to Say
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FINANCIAL ROADSHOW LAUNCHES ONTHEMARKSM PRESENTATION SERVICES GEARED TO SALES AND MARKETING EXECUTIVES BETHESDA, Md. -- (Business Wire) -- January 27, 2005 OntheMark custom presentation development services are geared to helping sales and marketing executives use their presentations to attract attention, energize their audience and motivate action. "Our Fortune 1000 client base has turned to Financial Roadshow for years to build presentations for sales forces, company-wide events and trade shows. They like the return on investment our strategic approach to presentation development produces. With our new OntheMark services, we are able to help sales and marketing executives succeed through better presentations to their key audiences." explained Kathy Halverson, President and Founder of Financial Roadshow. OntheMark's full complement of specialized services - message development, graphics, video, photography, programming, event planning/management and print production - provide sales and marketing management with a one-stop-shop for truly effective presentations. With both PPT and Flash programming available, OntheMark presentations deliver both the "meat" and the "sizzle" enabling presenters to strike just the right tone. "In today's competitive world, sales and marketing people need every edge to win. OntheMark develops presentations to help them do that by increasing speaker credibility, portraying a professional, polished image, enhancing understanding and helping sales people transition to the close," said Daniel Testa, Vice President of Sales, Financial Roadshow. About Financial Roadshow ### |
| FINANCIAL ROADSHOW LAUNCHES FINANICAL ROADSHOW CONTENT RATING SERVICES Bethesda, MD, August 24, 2001 -- Financial Roadshow (www.financialroadshow.com), the leader in financial presentation services, announced today the launch of its new presentation Content Rating Service. Financial Roadshow Content Ratings are based on Financial Roadshow Institutional Investor Presentation Preference Surveys and provide companies with an objective quantitative assessment of the content covered by a presentation with respect to the relative investor interest level in the topics covered. Financial Roadshow Content Ratings are the latest addition to Financial Roadshow’s specialized suite of financial presentation services to assist companies in improving the effectiveness of their presentations to investor audiences. Companies have long understood the importance of tying presentation content to audience interest, and now with Financial Roadshow’s Content Rating Service they will be able to fine tune their messages with greater accuracy then ever before," said Robert R. Nagle, Senior Vice President of Financial Roadshow. "These assessments will enable our clients to get inside the investor's decision-making process by understanding factors the audience is looking for in the presentation," explained Kathy Halverson, President and Founder of Financial Roadshow. "Knowledge of the relative importance of various factors to investor audiences, enables development of superior presentations." About Financial Roadshow Financial Roadshow provides a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively to the financial community. Through Financial Roadshow Messaging services such as Content and Peer Reviews, the company helps executives select content of highest interest to analysts and investors, and to develop messages to communicate investment potential. Financial Roadshow Graphics services help distinguish companies, promote retention of key messages and build strong financial brands. Financial Roadshow, founded by Kathy Halverson in 1995, serves private and public companies across a broad spectrum of industries. ### Contact: Robert R. Nagle Financial Roadshow 1.781.416.1726 |
| FINANCIAL ROADSHOW SURVEYS INSTITUTIONAL INVESTOR PRESENTATION PREFERENCES Bethesda, MD, August 24, 2001 -- Financial Roadshow (www.financialroadshow.com), the leader in financial presentation services, announced today that it had completed its first survey of portfolio managers, analysts and brokers to determine their presentation preferences. The survey gauged interest levels in seven content categories and measured interest in over 50 content metrics. We asked over 600 professional investors and advisors what they look for in presentations and saw definite differences between the two audience categories," said Robert R. Nagle, Senior Vice President of Financial Roadshow. "For example, there was a high interest level in financial data from portfolio managers, but brokers were more interested in learning about product areas. We plan to conduct these surveys on an ongoing basis to keep our database up to date and will be announcing a new service based on the surveys. Financial Roadshow messaging specialists will use the results of the study to help our clients fine tune their messages to align them more closely with areas of high investor interest," said Kathy Halverson, President and Founder of Financial Roadshow. "Having a quantitative measure of investor presentation preferences enables us to bring added value to our client consultations." About Financial Roadshow Financial Roadshow provides a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively to the financial community. Through Financial Roadshow Messaging services such as Content and Peer Reviews, the company helps executives select content of highest interest to analysts and investors, and to develop messages to communicate investment potential. Financial Roadshow Graphics services help distinguish companies, promote retention of key messages and build strong financial brands. Financial Roadshow, founded by Kathy Halverson in 1995, serves private and public companies across a broad spectrum of industries. ### Contact: Robert R. Nagle Financial Roadshow 1.781.416.1726 |
| FINANCIAL ROADSHOW NAMES ROBERT R. NAGLE TO HEAD BOSTON OFFICE Bethesda, MD, July 1, 2001 -- Financial Roadshow (www.financialroadshow.com), the leader in financial presentation services, announced today the appointment of Robert R. Nagle to head Financial Roadshow's Boston office. Mr. Nagle, a Senior VP at Financial Roadshow, is responsible for developing new business and working directly with Financial Roadshow clients to advise them on their presentation messaging. He also plays a lead role in helping to develop Financial Roadshow messaging products and services. As head of the Boston office, Mr. Nagle will focus on developing new accounts in the northeast. "Robert and I make a great team and I am delighted that he is running our Boston office." Said Kathy Halverson, President and CEO of Financial Roadshow. "His extensive background in investor relations makes him a very valuable resource both for those of us at Financial Roadshow and for our clients. I look forward to greatly expanding our presence in New England as a result of his efforts." Mr. Nagle has more than 20 years experience in investor relations ranging from small and mid-cap firms to the Fortune 100. As Director of Financial Relations for Raytheon, a diversified large cap, for seven years he provided the primary communications between investors and senior management and created and implemented an investor relations program to raise awareness of the company's non-defense businesses and achieve an industry-leading PE. Reflecting his reputation on Wall Street, Bob has been voted among "America's Ten Best" investor relations professionals by the readers of Institutional Investor Magazine. About Financial Roadshow Financial Roadshow provides a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively to the financial community. Through Financial Roadshow Messaging services such as Content and Peer Reviews, the company helps executives select content of highest interest to analysts and investors, and to develop messages to communicate investment potential. Financial Roadshow Graphics services help distinguish companies, promote retention of key messages and build strong financial brands. Financial Roadshow, founded by Kathy Halverson in 1995, serves private and public companies across a broad spectrum of industries. ### Contact: Ahlia Stepanek Director, Client Services Financial Roadshow 301.654.4060 |
| FINANCIAL ROADSHOW MOVES TO LARGER CORPORATE HEADQUARTERS Bethesda, MD, March 27, 2001 -- Financial Roadshow (www.financialroadshow.com) the leading provider of financial presentation services, today announced that it is moving to new corporate headquarters in Bethesda, Maryland in May 2001. The new space, which embodies a state-of-the-art multimedia studio, will greatly enhance Financial Roadshow’s ability to meet the growing demand for its presentation services. Despite the slowing economy, Financial Roadshow has continued to add new clients at a record pace. "Delivering high quality services to a rapidly expanding client base requires more employees and a facility that is designed to enable them to do their best work," explained Kathy Halverson, President and Founder of Financial Roadshow. "We’re looking forward to the new space." About Financial Roadshow Financial Roadshow provides a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively to the financial community. Through Financial Roadshow Messaging services such as Content and Peer Reviews, the company helps executives select content of highest interest to analysts and investors, and to develop messages to communicate investment potential. Financial Roadshow Graphics services help distinguish companies, promote retention of key messages and build strong financial brands. Financial Roadshow, founded by Kathy Halverson in 1995, serves private and public companies across a broad spectrum of industries. ### Contact: Ahlia Stepanek Director, Client Services Financial Roadshow 301.654.4060 |
| FINANCIAL ROADSHOW HOSTS DISCUSSION OF HOW TO ENHANCE THE VISIBILITY OF THE NON-US COMPANY FOR HIGHER VALUATOIN Bethesda, MD, March 21, 2001 -- Financial Roadshow (www.financialroadshow.com) the leading provider of financial presentation services, today announced that it had hosted a discussion moderated by Kathy Halverson, President and Founder of Financial Roadshow, on how the non-US company can raise its visibility for higher valuation. The discussion which took place in Tel Aviv, Israel, covered recent changes in the US investment climate and how they affect the non-US company, as well as methods US companies employ to gain visibility and establish credibility with investor audiences, reach decision makers, build a following and enhance success in good markets and weather downturns. "All companies share the common goals of maximizing their access to the capital markets while minimizing their cost of capital," said Kathy Halverson. "Non-US companies face additional hurdles posed by geographic and cultural barriers in their effort to develop strong relationships with US investors, yet the US capital markets are the largest in the world and success in the US can significantly lower a company's cost of capital. At Financial Roadshow, we have developed services to help non-US companies maximize their 'return on time' spent in the US meeting with analyst and investor groups." About Financial Roadshow Financial Roadshow provides a comprehensive suite of specialized presentation services to assist companies in communicating their messages more effectively to the financial community. Through Financial Roadshow Messaging services such as Content and Peer Reviews, the company helps executives select content of highest interest to analysts and investors, and to develop messages to communicate investment potential. Financial Roadshow Graphics services help distinguish companies, promote retention of key messages and build strong financial brands. Financial Roadshow, founded by Kathy Halverson in 1995, serves private and public companies across a broad spectrum of industries. ### Contact: Ahlia Stepanek Director, Client Services Financial Roadshow 301.654.4060 |
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