General Investing >> Analyst Interviews >> March 4, 2004

INVESTOR RELATIONS FOR SMALL CAP COMPANIES: ROBERT GOLDSTEIN – THE EQUITY GROUP

Robert D. Goldstein, President of The Equity Group, founded the firm in 1974. Under his leadership, The Equity Group has provided fully integrated investor relations counsel and financial public relations services to hundreds of micro to mid-cap companies in a variety of industries, including health care, technology, consumer products/services, financial services and leisure. The majority of The Equity Group's new business is acquired through referrals, and many clients have been with The Equity Group for five to ten plus years. Mr. Goldstein has assembled a staff of financially experienced account executives with excellent investment community/media contacts and professional writing skills, and an extremely well organized administrative staff that averages 10 years with the company. Over the years, Mr. Goldstein, along with the rest of the firm, has developed a proprietary database, Equibase, consisting of over 30,000 contacts in the investment and media communities. Equibase also enables The Equity Group to generate activity reports for its clients and assume many of their administrative responsibilities. Mr. Goldstein's expertise in the area of finance, his real world know-how of the investment community and hands-on approach provide an invaluable resource and a true value-added service to The Equity Group's clients. He acts in an advisory capacity, counseling clients on their business plans, their dealings with the financial community, and all areas that relate to clients' postures as public companies. Before founding The Equity Group, Mr. Goldstein was Vice President of a New York City-based investor relations firm, Assistant to the President of Federated Capital Corp. (an SBIC), and on the audit staff of Ernst & Young. He has an MBA from Harvard Business School. Profile
TWST: Would you start out with a quick overview of The Equity Group?

Mr. Goldstein: The Equity Group is an investor relations firm I founded

30 years ago this coming April. Its focus has