hg presentation jan 09

15
Micro & Small Cap Micro & Small Cap Investor Investor Relations Relations & & Growth Growth Capital Capital More Than Investor Relations

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Page 1: Hg Presentation   Jan 09

Micro & Small Cap Micro & Small Cap

Investor RelationsInvestor Relations

&&

GrowthGrowth

CapitalCapital

More Than Investor Relations

Page 2: Hg Presentation   Jan 09

TheThe Howard Howard GroupGroup

• Providing “More Than Investor Relations” to small Providing “More Than Investor Relations” to small & micro-cap companies since 1988. & micro-cap companies since 1988.

• Not just consultants, we pride ourselves on being Not just consultants, we pride ourselves on being part of the team.part of the team.

• What sets us apart from other investor relations What sets us apart from other investor relations firms – We only represent companies in which we firms – We only represent companies in which we are prepared to invest.are prepared to invest.

• The Howard Group’s network is built on trust. The Howard Group’s network is built on trust.

Page 3: Hg Presentation   Jan 09

Due DiligenceDue Diligence

The Howard Group’s due diligence achieves two The Howard Group’s due diligence achieves two objectives:objectives:

1)1) It allows us to determine whether we can It allows us to determine whether we can effectively represent a company & evaluate if our effectively represent a company & evaluate if our network will respond to the story.network will respond to the story.

2)2) It allows the company the opportunity to clarify It allows the company the opportunity to clarify facts, which will be critical to the investing facts, which will be critical to the investing community and investment organizations.community and investment organizations.

Page 4: Hg Presentation   Jan 09

Due DiligenceDue Diligence

Parts of the business we evaluate:Parts of the business we evaluate:

• Management Team Management Team

• Financial Stability Financial Stability

• Future Financial Future Financial Requirements Requirements

• Growth Potential Growth Potential

• Financial Projections Financial Projections

• Competitive AdvantagesCompetitive Advantages

• Capital Structure Capital Structure

• Industry Trends Industry Trends

• Board of Directors Board of Directors

• Business History Business History

• Peer Valuations Peer Valuations

Page 5: Hg Presentation   Jan 09

More Than Investor More Than Investor RelationsRelations

Investor RelationsInvestor Relations Growth CapitalGrowth Capital

Insight LP I & IIInsight LP I & IIBehind the ScenesBehind the Scenes

Page 6: Hg Presentation   Jan 09

Investor RelationsInvestor Relations

• Strategic messaging Strategic messaging

• Development of support materials Development of support materials

• Meetings – awareness & milestones Meetings – awareness & milestones

• Web conferencing Web conferencing

• Direct shareholder communications Direct shareholder communications

• Investor media relations & advertising Investor media relations & advertising

• Insight newsletter & websiteInsight newsletter & website

• Market monitoring Market monitoring

• Audit Audit

Page 7: Hg Presentation   Jan 09

Growth CapitalGrowth Capital

The Howard Group has assisted clients in The Howard Group has assisted clients in raising over $60 Millionraising over $60 Million

Case Examples:Case Examples:

• Aeromechanical Services - $7.9 MillionAeromechanical Services - $7.9 Million

• JER Envirotech - $3.5 MillionJER Envirotech - $3.5 Million

• WellPoint Systems - $4.2 MillionWellPoint Systems - $4.2 Million

• Resin Systems - $2.5 MillionResin Systems - $2.5 Million

• Applied Terravision - $5.6 MillionApplied Terravision - $5.6 Million

Page 8: Hg Presentation   Jan 09

Behind the ScenesBehind the Scenes

• Strategic business planning Strategic business planning

• Management advisory services Management advisory services

• Corporate structuring Corporate structuring

• Capital structuring Capital structuring

• Media Planning Media Planning

Page 9: Hg Presentation   Jan 09

Insight Limited Partnership Insight Limited Partnership (LP) I & II (LP) I & II

Accolade Capital launched the original Insight LimitedAccolade Capital launched the original Insight LimitedPartnership in late 2003 to provide investors with an Partnership in late 2003 to provide investors with an opportunity to invest in small and micro cap companies. opportunity to invest in small and micro cap companies. The Insight LPII was launched in April 2008.The Insight LPII was launched in April 2008.

• Governed by a board of five directors; four of which Governed by a board of five directors; four of which are independent members.are independent members.

• Each independent member is a successful Each independent member is a successful entrepreneur.entrepreneur.

• Limited partners are sophisticated investors who seek Limited partners are sophisticated investors who seek exposure to micro-cap companies and co-investment exposure to micro-cap companies and co-investment opportunities.opportunities.

Page 10: Hg Presentation   Jan 09

Insight LP IInsight LP I

$0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

Q1F

04

Q3F

04

Q1F

05

Q3F

05

Q1F

06

Q3F

06

Q1F

07

Q3F

07

Q1F

08

Q3F

08

Net Portfolio Unit ValuesIncluding Distributions

Unit Distributions Unit Net Asset Value

Page 11: Hg Presentation   Jan 09

The Howard Group The Howard Group TeamTeam

Harvey Brovald

Grant Howard Peter Weichler

Dave Burwell Bob Beaty

Jeff Walker

Judy Howard Rachel Halford

Page 12: Hg Presentation   Jan 09

Investor ResourcesInvestor Resources

INSIGHT LIVE NEWSLETTERINSIGHT LIVE NEWSLETTER

A real time commentary on the A real time commentary on the corporate developments of corporate developments of The Howard Group’s clients. The Howard Group’s clients.

YOU TUBE - VIDEO LIBRARYYOU TUBE - VIDEO LIBRARY

The Howard Group has The Howard Group has produced a YouTube video produced a YouTube video library for its clients’ coverage library for its clients’ coverage on TV. on TV.

Page 13: Hg Presentation   Jan 09

Current ClientsCurrent Clients

Page 14: Hg Presentation   Jan 09

Past ClientsPast Clients• Applied TerravisionApplied Terravision

• A&B Geoscience Corp.A&B Geoscience Corp.

• Alberta Oil & GasAlberta Oil & Gas

• Alpine Oil ServicesAlpine Oil Services

• Andurex IndustriesAndurex Industries

• Apex Land CorporationApex Land Corporation

• Arcis CorporationArcis Corporation

• ATC Petroleum ServicesATC Petroleum Services

• Brigdon Resources Inc.Brigdon Resources Inc.

• Canadian Crude Separators Canadian Crude Separators

• CTI Diversified HoldingsCTI Diversified Holdings

• Datawave VendingDatawave Vending

• Dragon-Tex (Group) Ltd.Dragon-Tex (Group) Ltd.

• Drilcorp Energy Ltd.Drilcorp Energy Ltd.

• Enviro-FXEnviro-FX

• Fifth Era Knowledge Inc.Fifth Era Knowledge Inc.

•Founders Energy Ltd.Founders Energy Ltd.

• Formation CapitalFormation Capital

• Gem RiverGem River

• Genesis Land DevelopmentGenesis Land Development

• Global Link Data SolutionsGlobal Link Data Solutions

• Globel Direct Inc.Globel Direct Inc.

• Grand Power Logistics GroupGrand Power Logistics Group

• Joss EnergyJoss Energy

• Landmark Global FinancialLandmark Global Financial

• Maxim power Corp. Maxim power Corp.

• Merfin Hygienic ProductsMerfin Hygienic Products

• M.L. Cass PetroleumM.L. Cass Petroleum

• Neptune Technologies & Neptune Technologies & BioressourcesBioressources

• Pacific Falcon ResourcesPacific Falcon Resources

• Player Petroleum Corp. Player Petroleum Corp.

•Profile Resources Inc.Profile Resources Inc.

• Questar ExplorationQuestar Exploration

•Resin Systems Inc. Resin Systems Inc.

•ResVerlogix Corp.ResVerlogix Corp.

• RIFCO RIFCO

• ROM Communications Inc.ROM Communications Inc.

• Serenic Corporation Serenic Corporation

•Serenpet EnergySerenpet Energy

• Soligen TechnologiesSoligen Technologies

• Southward Energy Ltd.Southward Energy Ltd.

• Stockgroup Stockgroup

• Sun Ice LimitedSun Ice Limited

• Trinity Plumas Capital Corp.Trinity Plumas Capital Corp.

• Upton Resources Ltd. Upton Resources Ltd.

• VHQ Entertainment Inc.VHQ Entertainment Inc.

• Warwick Communications Warwick Communications

• WellPoint Systems Inc.WellPoint Systems Inc.

Page 15: Hg Presentation   Jan 09

SummarySummary

• We invest in our clientsWe invest in our clients• Long-term relationships are our primary interestLong-term relationships are our primary interest• We continue to forge new relationships, whileWe continue to forge new relationships, while

nurturing our existing networknurturing our existing network• Not just consultants, we’re part of the teamNot just consultants, we’re part of the team• The Howard Group’s reputation is its most valuable The Howard Group’s reputation is its most valuable

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