The market management program Jackson Hole Advisors offer allows the client to act proactively rather then just react to situations. We offer three levels of service: Standard Service, Level II Standard Service, and Full Service.
Our policy in representing a new client is far different from the industry standard of a twelve-month contract. Rather then requiring a new client to enter into a long-term contract, we offer our Standard Service on a 3-month trial period (under your companies NDA) at a discounted price of $2500.00 per month to test our program. After our trial period, if we feel our client is benefiting from our service we offer a six-month service contract at our normal rate. After six-months, we go month-to-month with a 30-day notification required for cancellation.
Jackson Hole Advisors wants every chance to demonstrate to new clients our ability and commitment to ensuring them that their publicly traded equity is appropriately valued. Our service exists because we believe our analytical and strategic planning abilities and support far exceed any service offered by anyone.
Our hope is if our clients have more extensive needs than the analytical/strategic assistance they will allow Jackson Hole Advisors the opportunity to review those situations and to compete for that business. JHA has found that after representing a company for even a short amount of time allows us know more about our client's equities than anyone in the securities industry. This allows us to provide unique insight in how to position our client to procure the best possible terms in any equity-debt transaction. Over the last 37 years through these types of arrangements, Jackson Hole Advisors has created the strategic equity plans and coordinated the equity restructuring of scores of public companies. We have arranged I.P.O.'s and secondary offerings, assisted in M&A financing, bond issues, pipes, convertibles instruments, exchange offerings, spin-offs and divesture programs. Our knowledge of our client's needs, both operationally and technically, allows JHA to negotiate and secure investment-banking programs that routinely save our clients very substantial amounts of capital.
STANDARD SERVICE:
The Standard Service is the most commonly used service. It is designed to provide the information necessary to have an influence on the market valuation process. An analyst from JHA will prepare a weekly report delivered prior to market open each Monday detailing the previous week's market activity. This report provides a detailed summary analysis of market observations alerting the client of the developing trends or anomalies. In addition, we provide our clients a search engine enabling them to access previous reports and historical data. The search engine lists all depositories holding positions, acquisition prices, institutions listed by depository, position changes, and additional information designed to support our clients I.R. efforts. We also conduct frequent conference calls with our client where we address in further detail the proceeding week's activity and address any thoughts, concerns, or specific surveillance tasks our client may wish to have us monitor. After we have an in depth understanding of our clients business and the markets dynamics affecting their equities we assist our client with investor identification guidance. The Standard Service retainer is $2,750.00 per month.
LEVEL II STANDARD SERVICE:
Our Level II service is designed to assist a client who is unsatisfied with their market valuation and is in need of in-depth interpretive services and strategic market guidance. Our Level II Service has all of the features of our Standard Service, but with more emphasis on guidance and assessment in how to proactively effect the valuation dynamic. After we have sufficient data to determine our clients trading dynamics and have an understanding of our clients business plan, capital plan, and their implementation timing we develop a securities strategy to meet their objectives. The plan includes investor identification profiles and direction, weekly implementation assessment, and market interpretation guidance. The Level II service is most often needed when a significant event occurs or will occur or when the market is incorrectly valuing a client's shares. Our level II service is designed to provide strategic guidance and analysis to assist management or investor relations to improve market ownership composition and market valuation on a hands on basis. Level II Standard Service monthly retainer is $7,250.00 with a six-month contract.
FULL SERVICE:
Jackson Hole Advisors Full Service Market Management Program is priced by the engagement. This service can include market-oriented tasks such as strategic planning and implementation to the complete restructuring and rebuilding of our clients investor base. Typically we do a thorough market and business analysis to determine what steps must be made and in what priority. Based on our analysis, we develop a 12 to 24 month strategic equity-rebuilding plan and then begin the implementation process with JHA directing the process and our client assisting. In most cases a client in need of this degree of service has major problems which necessities the total or near total reconfiguration of their ownership composition.

