Credentials
London
New York
São Paulo
commitment
expertise
results
Overview
Capital markets advisory firm dedicated to optimizing corporate valuations
Customized programs that are developed & implemented by firms’ principals
Well-established network of investor, analyst & journalist contacts across North America, Europe & Asia
Strategy and implementation of communications programs for retail investors in Latin America
Extensive experience across a broad range of industries in North America, Europe & the Emerging Markets
Team of multi-lingual specialists drawn from careers in investment banking, asset management, equity sales, consulting & finance
Experienced, Business-savvy LeadershipBetsy Brod 25 years of Investor Relations and
Wall Street-related experience Partner of Morgen-Walke Associates Broad range of industry expertise MBA from New York University
Lynn Morgen Founded Morgen-Walke, largest independent IR firm
when sold in 2000 Strategic Communications Expertise Group VP of STMicroelectronics: 2000-2005 Institutional sales background Language: French
Monique Skruzny 20 years in corporate finance/capital raising COO, CFO, Business Development positions Communications/IR executive MBA from Wharton Languages: Spanish & Portuguese
Andrew Best Co-founder of Shared Value Over 15 years’ corporate communications and IR
experience as IRO of Millicom Cellular Former Investment Banker with NatWest Markets & UBS Masters Graduate of Oxford University
Matthew Hooper Co-founder of Shared Value Over 15 years’ corporate communications and IR
experience Strategic Communications Expertise Masters Graduate of Oxford University
Noah Schwartz Over 12 years of corporate communications experience Former Senior Associate at leading global IR consultancy Expert in cross-border investor & financial public relations BA from Vassar College, New York
Fabiane Goldstein Co-founder of Ricca RI 18-year career in corporate and financial communications Specialized in the Brazilian capital markets Former Director at leading IR consultancy in Brazil Languages: Portuguese & English
Tasso Scaff Co-founder of Ricca RI Over 20 years marketing and CRM experience Founded Sunset Comunicação, award winner in the
communication industry, sold in 2007 Specialist in direct marketing, targeted communication,
information systems and database marketing
Our Differentiators
Combine creativity & responsiveness of a mid-sized firm with the resources required to execute effectively on both sides of the Atlantic
Adhere to a balanced, opportunistic approach to U.S. & European markets
–Leveraging strong reputations to access the two largest pools of investment funds
Provide an integrated team of experienced professionals that take a 360 degree view of issues and solutions
Representative Clients
Investor messaging & positioning
Research, analysis & benchmarking
Sell-side & buy-side analysis, targeting & outreach
Managing expectations & expanding coverage
Event organization
Financial media to support investment thesis
Transaction & corporate communications strategy & execution
IR solutions & retail programs & execution
Services
Investor Messaging & Positioning
“As a leading Europe-headquartered technology company actively traded on three major stock exchanges, we required sophisticated strategic messaging that resonated with global investors, journalists and stakeholders. MBS Value Partners led the team that developed and implemented our best practices in financial communications.”
Pasquale Pistorio, Honorary Chairman and former CEO,
STMicroelectronics
“Shared Value has been instrumental in developing and refining the presentation of our investment case to the financial markets. They understand the messages we want to communicate and what the investment and media communities expect in terms of information disclosure and content. Their expertise has been invaluable in producing our Annual Report and other presentational materials.”
Mark Opzoomer CEO, Rambler Media
Sell-Side and Buy-Side Analysis & Targeting
“The advice that we received from MBS was solid and actionable. They are excellent at fully understanding the issues from multiple vantage points and combining their experience, research resources and knowledge of investor expectations to provide management with a clear, concise point of view. As a result, we were better able to effectively communicate with shareholders and deliver messages that were aligned with investor requirements.”
John Brennan, CEO, ICT Group
“We rely upon Shared Value to organize all of our investor marketing activities across the UK, Scandinavia, Continental Europe and North America. They have always done an excellent job in ensuring that our key stakeholders are kept up-to-date and also in targeting new potential investors with a real interest in our company through 1:1’s and attendance at key conferences. And the roadshows always run very smoothly!”
Keith Russell, CEO, Transcom Worldwide SA (’03-’09)
Managing Expectations & Expanding Coverage
“Expanding sell-side coverage of our company has been an important objective of our investor relations program. Working with MBS, we have succeeded in more than tripling our analyst sponsorship in three years.”
Sudhakar Kesavan, Chairman & CEO, ICF International
“I just wanted to say thanks for all your help over the past year. You guys (Shared Value) have much to be proud of as I rank you as the best IR department that I have worked with. This is quite an achievement given that you have other clients as well.”
Sell Side Analyst, Deutsche Bank
Research, Analysis & Benchmarking
“Shared Value has a deep understanding of our business and the markets in which we operate. Their analysis, advice and support are invaluable in enabling us to address the opportunities and challenges that arise in our ongoing disclosure and dialogue with the capital markets. They play a very active role in helping management to prepare and present specific messages to our stakeholders.”
Masha Eliseeva, Investor Relations Director, Comstar-UTS
“Both MBS and Shared Value have long-standing relationships with investors. This sets them apart from many of their competitors and allows them to bring relevant investment ideas to both the sell-side and buy- side and to gain first-hand, objective feedback for their clients.”
David Marcus, CEO, Evermore Global Advisors
Event Organization
“MBS’ strategic approach allows it to make contributions that go well beyond handling the usual logistical challenges of a roadshow and listing. They bring an independent, international perspective that informs our communications and keeps management current on the dynamics within the broader investment community. At the time of our NYSE listing jubilant expectations for the homebuilding market in Brazil contrasted with the prevailing housing sentiment in the U.S. MBS pointed this out and assisted us to adjust our message and better anticipate the concerns of North American investors.“
Wilson Amaral, CEO, Gafisa S.A.
“As I am on the buy-side and don’t have as much in- depth knowledge about the Company as the sell-side guys, these (Capital Markets Day) events are always helpful. All in all, it was a great day and you can tell that the Company is making the most of every communications opportunity. The presentations were excellent, the delivery was good and the information was highly relevant. Logistically, it was executed very well!”
Portfolio Manager, London
Media to Support Investment Thesis
“Over the years, Shared Value has secured excellent coverage in a wide variety of media publications that have enhanced our international profile within the investment community. They have been instrumental in regularly placing articles and features in publications such as the Financial Times to support our story as a leading producer and distributor of media content around the globe.”
Nadav Palti, CEO, Dori Media Group
“The broad media coverage that MBS gained for Tenda reinforced our investment story and gave us brand recognition in the marketplace. We gained first mover advantage in the media by providing thought leadership on low-income housing trends in Brazil. This international recognition was also motivational for our employees.”
Carlos Trostli, CEO, Tenda
Transaction & Corporate Communications Strategy & Execution
“Having been our consultants prior to the recapitalization process, MBS was able to work effectively with our management team on the communication of our transaction. The Firm’s partners and staff were available 24/7 to assist us in both reaching out and responding to our varied stakeholder constituencies.”
Norman C. Chambers, Chairman & CEO, NCI Building Systems, Inc.
“Shared Value has worked closely and effectively alongside Millicom’s senior management through a number of successful transactions. Firstly through the debt restructuring in 2002 and 2003 and the Strategic Review in 2006, but subsequently through a number of acquisitions and disposals.”
Marc Beuls, CEO, Millicom Internatinoal Cellular (‘98-’09)
IR Solutions & Retail Programs
Annual/sustainability reports, with creativity and quality content to tell your story, and a team specialized in GRI – Global Reporting Initiative
Technical translations with an in-house, native English and Portuguese team that is experienced in the financial and capital markets
“Q4 did an amazing job on TVI's website. Their technology and customer service are exemplary. I can rely on them to provide feedback and constructive suggestions to ensure my website has all the tools necessary to provide easy access to all our information. It’s important to me that my shareholders have easy access to everything they need to make an informed investment decision. It’s always a pleasure to work with such a professional, savvy, creative team.”
Rhonda Bennetto, Exec. Director IR, TVI Pacific Mining in the Philippines
IR Solutions & Retail Programs
WebsiteIR Website
BlogEmailRSS
Social NetworksUpdate and Monitor
Social MediaPublish and Embed
Simplifying content to expand its understanding to lay (retail) investors
Accessing new audiences using creativity and all available tools, including social media
Applying CRM to investor audiences
Delivering Results
Commitment: Senior level direction & involvement
Dedicated & focused team, delivering value
Deep understanding of the Brazilian marketplace
Expertise: Global experience across a wide range of industries
Financial, capital markets, media & advisory experience
Institutional & retail strategies
Execution excellence
Results: Recognized investor brand
Reduced cost of capital
Contact UsMBS Value Partners424 Madison Ave., Suite 400New York, NY 10017+1.212.750.5800 Tel+1.212.661.2268 Faxwww.mbsvalue.com
Monique Skruzny+1.212.661.2243 Tel+1.212.661.2268 Fax
@RI_BrasilRicca Relações com Investidores(55 11) 5051.8177www.riccari.com.bratendimento@riccari.com.brriccari.com.br/blog
Ricca RI
Fabiane Goldstein+55 11 5051.8177 Tel+55 11 8103.0201 Cel
Top Related