“When I started as the CFO at Genlyte we had no sell side coverage and our market capitalization was about $400 million. We engaged Terry McWilliams at Mozaic to help us grow our sellside coverage and our investor base. Terry kept me busy identifying and engaging the types of analysts and investors who needed to know about Genlyte and over time it paid off. We grew from no sell side analysts to 9 analysts when we sold the company to Phillips for $2.8 billion. We were recognized and profiled by numerous periodicals such as Bloomberg-Business Week and Forbes for our earnings and stock appreciation performance.”William Ferko, CFO, Genlyte Group, Inc.
“The INVEST events provide a uniquely valuable opportunity to truly get to know the companies being showcased. There is no substitute for face-to-face conversations between investors and companies seeking investment, and I can’t think of any other event that so successfully builds a foundation for this kind of valuable dialogue.”
James Savage, Senior Vice President, Edelman; formerly, Partner, Reputation Leadership Group
Terry McWilliams is an outstanding investor relations and PR professional. As the founder of INVESTKentucky, along with similar investor programs in Tennessee and Indiana, Terry has established enlightening, engaging and highly professional venues for expanding the reach of public companies in these regions. Terry has a passion for helping companies with their investor relations activities. He has the skill set, investor perspective and background to add value to companies looking to establish, expand or improve their investor relations activities.Mr. Roger Shannon CPA, CFA, MBA, Former CFO - Steel Technologies, Inc., Louisville
“It was the easiest annual report I have been involved with in my seven years at Integra/National City Bank. We are pleased with the end result and this book accomplishes the objectives we set forth at the beginning of the project.”Greg Pence, Vice President Marketing - Integra Bank