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Mentus Partnerships

Global Reach
Next Door Service
Mentus Services
• Marketing and investor communications for over 32 years
• Shaping brand perception and building market value
Marketing
• Branding / Positioning
• Integrated Marketing
– Advertising
– Collateral / Direct Mail
– Interactive Strategies

•
•

Product Launch
Interactive Marketing
– Websites
– Apps

Investor Relations
• Annual Reports
• Online Annual Reports
• IR Websites
• IR Apps
• Social Responsibility
Reports
• Capital Campaigns
• IPO Support

2
Mentus Project Development Process
Partnering Components

PRINT
Discovery

Definition

Design

Delivery

• Conduct research
• Develop Creative Brief

• Frame look and feel

• Client feedback into design
• Integrate photos and copy
• 3 proofing rounds

• Supply camera-ready art,
production and proofing
• Obtain Clint approval

Objective: Achieve consensus
on key messaging

Objective: Integrate client input
into design phase

Objective: Integrate client
feedback to refine final design

Objective: Document printed
and delivered

• Determine project parameters • Concepts developed (3 min.)

STRATEGY

Own
Client
DISCOVERY
Relation
Discovery
• Determine interactive
requirements and objectives
• Select interactive media assets
• Evaluate competitive websites
Objective: Achieve consensus
on Annual Report objectives

OBJECTIVES

HOSTING

DEFINITION
Definition
• Develop information
architecture
• Create 3 interactive concepts
• Establish interactive
vocabulary
• Landing and home page
options
Objective: Integrate client
feedback into design

DESIGN
Design
• Refine website concept
• Build out website
• Determine final content
details
• Acquire images and videos
Objective: Align total
content with design

Retain
DELIVERY Client
Relation
Delivery
• Programming
• Integrate final copy, photos,
charts, etc.
• Test and upload site
Objective: Online Annual
Report live

OBJECTIVES

INTERACTIVE

3
Partnering Drivers
• Instant access to new customers and markets
– "If I move into a market myself, it could take years, If I do it with a
partner, it could take months.”
Gene Slowinski, Rutgers Graduate School
partner at Alliance Management Group

• The halo effect
– "Doing an alliance deal with a major player clearly adds credibility to
a smaller organization, even if it doesn't have a bottom-line effect.”
Barry Sloane, CEO of Newtek Business Services

•
•
•
•
•

Supply of additional capital
Access to technology or manufacturing processes
Access to established business relationships.
Broaden sales footprint beyond established regions
Mitigate business risk
National and Multi-national Reach
•
•
•
•
•
•
•
•
•
•
•
•
•
•

World’s primary mobile channel access: CDMA –
World’s largest prescription company –
World’s older aerospace company –
World’s largest automotive parts company –
World’s largest jewelry company –
World’s largest food services company –
World’s largest pork company –
Largest hydroelectric company in China –
First U.S. company on Japanese exchange
First commercial biotech company –
First cancer drug in 22 years –
Leading U.S. skilled nursing provider –
Leading global EMS provider –
Leading global supply chain company –

Qualcomm
MedcoHealth
Curtiss-Wright
Delphi
Signet Jewelers
Sysco
Shuanghui
China Hydroelectric
Medicinova
Hybritech
Biogen Idec
Genesis Healthcare
Sanmina
Ryder System
Select Investor Clients
Partners
• Abernathy MacGregor
– Investing and M&A Deal Websites

•
•
•
•
•

Feinstein Partners
LSNye Visualization
MavisMedia
MotionStrand
Q4 WebSystems
– Corporate and Investor Websites

•
•
•
•

Radio Ranch
Thomson Reuters
West Coast Projections
Wordanista
Abernathy MacGregor
• One of a small group of high-end corporate, strategic,
and financial consultancies
– Founded in 1984, based in New York, with offices in Los
Angeles, San Francisco and Houston

• Huge deal-maker:
– Advised on 31 deals globally worth more than $66 billion in the
first half of 2013

• Works with partners when special expertise is needed in
specific countries
– International network of 10 agencies in 21 cities on four
continents
Abernathy Deals
Shuanghui International
Q4 WebSystems
Q4 is the market leader in online
Investor relations, social media &
mobile solutions:
•
•
•
•
•

Corporate & IR Websites
Tablet and Phone Mobile Apps
Social Media Integration
Webcasting & Conference Calls
Best Practice Consulting

Customized to your unique needs.

•
•
•
•
•
•
•

Established 2006
45+ employees
+300 clients
Global brands
Fortune 500 clients
REIT experience
NYSE subsidy partner
Q4 - Sample Clients
Q4 - 3 Screen Solution
Desktop

Tablet

Phone

Best Practice IR Website

Browser App Delivered through
Mobile Browser

Browser App via
Mobile Browser
Curtiss-Wright

14
Curtiss-Wright

15
IR Site Before

16
Ryder Investor Website

17
18
Agency Positioning
• Unequaled market background
– Three decades of investor positioning and marketing positioning

• Expertise positioning companies for capital markets
– Nearly 150 IPOs, along with their road shows.

• World-class integrated strategic branding, design
– Robust design process systemizing creative process
– History of over 32 years with 15,000 projects, 600+ ARs
– Award-winning annual report design

• Unparalleled client service
– Long standing client relationships
– We adapt to your way of working
– Budget and time sensitive
Mentus Partnerships

Global Reach
Next Door Service

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CRO Partnering Presentation -Mentus (Nov 2013)

  • 2. Mentus Services • Marketing and investor communications for over 32 years • Shaping brand perception and building market value Marketing • Branding / Positioning • Integrated Marketing – Advertising – Collateral / Direct Mail – Interactive Strategies • • Product Launch Interactive Marketing – Websites – Apps Investor Relations • Annual Reports • Online Annual Reports • IR Websites • IR Apps • Social Responsibility Reports • Capital Campaigns • IPO Support 2
  • 3. Mentus Project Development Process Partnering Components PRINT Discovery Definition Design Delivery • Conduct research • Develop Creative Brief • Frame look and feel • Client feedback into design • Integrate photos and copy • 3 proofing rounds • Supply camera-ready art, production and proofing • Obtain Clint approval Objective: Achieve consensus on key messaging Objective: Integrate client input into design phase Objective: Integrate client feedback to refine final design Objective: Document printed and delivered • Determine project parameters • Concepts developed (3 min.) STRATEGY Own Client DISCOVERY Relation Discovery • Determine interactive requirements and objectives • Select interactive media assets • Evaluate competitive websites Objective: Achieve consensus on Annual Report objectives OBJECTIVES HOSTING DEFINITION Definition • Develop information architecture • Create 3 interactive concepts • Establish interactive vocabulary • Landing and home page options Objective: Integrate client feedback into design DESIGN Design • Refine website concept • Build out website • Determine final content details • Acquire images and videos Objective: Align total content with design Retain DELIVERY Client Relation Delivery • Programming • Integrate final copy, photos, charts, etc. • Test and upload site Objective: Online Annual Report live OBJECTIVES INTERACTIVE 3
  • 4. Partnering Drivers • Instant access to new customers and markets – "If I move into a market myself, it could take years, If I do it with a partner, it could take months.” Gene Slowinski, Rutgers Graduate School partner at Alliance Management Group • The halo effect – "Doing an alliance deal with a major player clearly adds credibility to a smaller organization, even if it doesn't have a bottom-line effect.” Barry Sloane, CEO of Newtek Business Services • • • • • Supply of additional capital Access to technology or manufacturing processes Access to established business relationships. Broaden sales footprint beyond established regions Mitigate business risk
  • 5. National and Multi-national Reach • • • • • • • • • • • • • • World’s primary mobile channel access: CDMA – World’s largest prescription company – World’s older aerospace company – World’s largest automotive parts company – World’s largest jewelry company – World’s largest food services company – World’s largest pork company – Largest hydroelectric company in China – First U.S. company on Japanese exchange First commercial biotech company – First cancer drug in 22 years – Leading U.S. skilled nursing provider – Leading global EMS provider – Leading global supply chain company – Qualcomm MedcoHealth Curtiss-Wright Delphi Signet Jewelers Sysco Shuanghui China Hydroelectric Medicinova Hybritech Biogen Idec Genesis Healthcare Sanmina Ryder System
  • 7. Partners • Abernathy MacGregor – Investing and M&A Deal Websites • • • • • Feinstein Partners LSNye Visualization MavisMedia MotionStrand Q4 WebSystems – Corporate and Investor Websites • • • • Radio Ranch Thomson Reuters West Coast Projections Wordanista
  • 8. Abernathy MacGregor • One of a small group of high-end corporate, strategic, and financial consultancies – Founded in 1984, based in New York, with offices in Los Angeles, San Francisco and Houston • Huge deal-maker: – Advised on 31 deals globally worth more than $66 billion in the first half of 2013 • Works with partners when special expertise is needed in specific countries – International network of 10 agencies in 21 cities on four continents
  • 11. Q4 WebSystems Q4 is the market leader in online Investor relations, social media & mobile solutions: • • • • • Corporate & IR Websites Tablet and Phone Mobile Apps Social Media Integration Webcasting & Conference Calls Best Practice Consulting Customized to your unique needs. • • • • • • • Established 2006 45+ employees +300 clients Global brands Fortune 500 clients REIT experience NYSE subsidy partner
  • 12. Q4 - Sample Clients
  • 13. Q4 - 3 Screen Solution Desktop Tablet Phone Best Practice IR Website Browser App Delivered through Mobile Browser Browser App via Mobile Browser
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  • 19. Agency Positioning • Unequaled market background – Three decades of investor positioning and marketing positioning • Expertise positioning companies for capital markets – Nearly 150 IPOs, along with their road shows. • World-class integrated strategic branding, design – Robust design process systemizing creative process – History of over 32 years with 15,000 projects, 600+ ARs – Award-winning annual report design • Unparalleled client service – Long standing client relationships – We adapt to your way of working – Budget and time sensitive