Marketing and Awareness Case Study

The new CEO of a small public company needed an effective marketing and awareness program for his Company.


Investor Relations had been problematic and mismanaged. The Company's reputation had suffered and the new management knew that its identity as a publicly traded Company was important to its emergence as a viable entity. The Company had a limited budget and resources.

Keystone Gate Involvement:

The CEO interviewed Keystone Gate and asked for a strategic plan on marketing and awareness for the Company, including revitalizing its Investor Relations program. Keystone Gate provided a plan after reviewing the Company, its corporate structure, and overall business. The CEO along with the Board of Directors reviewed the plan and approved it.

Keystone Gate Solution:

Keystone Gate became the lead firm implementing its strategic plan for the marketing and awareness of the Company. This included a media strategy, financial writings, press releases, new corporate web site design, and a new proactive investor relations program. Shareholders were contacted and apprised of the Company's new management and their commitment to increasing the value of the stock through development of the business.


The Company was able to see a direct response to its new direction and the restoration of its reputation in the business community as well as in the public market. Keystone Gate managed this program for a year before bringing in a qualified manager to handle this operation for the Company. Keystone Gate continues to be an Advisor to the CEO and the Board of Directors.

About Keystone Gate

Founded in 2013, Keystone Gate has long been recognized for advising small companies in multiple industries to achieve success and growth. We specialize in strategic corporate development, financial analysis, and in-depth reporting of the processes that drive a business and allow our clients to make better, more informed strategic decisions in the areas important to them.

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Business opportunities grow in size and complexity; advisory relationships are more important than ever and need to be based on trust and respect. We pride ourselves on our work ethic, ability to deliver, and our track record of successes.

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