Founding member Steven P. Eschbach, CFA, CFC, has over 40 years of experience that includes being an expert financial witness in state legislative proceedings and has a proven track record of successfully managing key business relationships as an Investor Relations Officer for a number of publicly-traded companies ranging in size from multi-million to multi-billion dollar market capitalization to enhance corporate value, increasing investment, soliciting shareholder approval for mergers/acquistiions and raising capital for for multi-billion dollar transactions. His team's goals are always aligned with yours - appropriate allocation, effective messaging and maximum valuation.  

• Investor Relations - including writing/designing/producing annual reports, 10-K's, 10-Q's, proxies, investor presentations, business plans, executive speeches, investor relations outreach programs, corporate disclosure policies, and web site development.
• Media Relations - including press release writing, media kit development, creating and managing brand awareness, and creating corporate summaries for pitching editors of trade, business and national news media, industry analysts and community organizations such as local chambers of commerce.
• Treasury Management - including cash management, multi-year financial forecasting, various first mortgage bond covenant filing requirements, credit rating agency presentations/meetings, pension/401-K plan portfolio management and administration.
• Relationship Management - including initiating, developing and enhancing relationships with business banking executives, investment professionals and the media.
• Consensus Builder among C-level executives with strong and differing perspectives to create a convincing and persuasive strategic corporate message that highlights the firms's key investment merits.
• Expert Financial Advisor in public utility rate cases and state legislative forums, preparing and defending financial expert written/oral testimony on issues such as accounting, return on equity/assets, capital structure and public policy.
• Frequent Speaker and Published Author - at numerous industry conferences/trade publications.