TradePMR: A Leading Gainesville, FL Financial Institution

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Presentation transcript:

TradePMR: A Leading Gainesville, FL Financial Institution Tiburon Research June 7, 2019

TradePMR Comments 1 Founded in 1997 Founded by Robb Baldwin Based in Gainesville, FL CEO: Robb Baldwin Web Site: www.TradePMR.Com Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 1

TradePMR was Founded in 1997 and Has Subsequently Evolved through its Early, Middle, & Recent Phases History TradePMR Founded TradePMR Today Early Phase Middle Phase Recent Phase Approximate Dates: 1997 1997 - 2006 2007 - 2016 2017 - 2019 2019 Key Steps: 1997: TradePMR founded XXXX: -- XXXX: -- XXXX: -- Source: 6/7/19 TradePMR Web Site; Tiburon Research & Analysis 2

TradePMR was Founded by Robb Baldwin in 1997 Comments Founded in 1997 Founded by Robb Baldwin Based in Gainesville, FL Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 3

TradePMR is Not a Frequent Advertiser Advertising Comments -- Source: Tiburon Research & Analysis 4

Begin The Conversation TradePMR Has a Web Site with Eight Core Sections, Including Services, Technology, Resources, Blog, About, Media, Careers, & Begin The Conversation TradePMR Web Site TradePMR Web Site Services Technology Resources Blog About Media Careers Begin The Conversation Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 5

TradePMR is Not a Frequent Acquirer Acquisitions Comments -- Source: Tiburon Research & Analysis 6

TradePMR Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7

TradePMR Has Offices TradePMR Offices 8 8 8 Needs data Source: Tiburon Research & Analysis 8 8 8

TradePMR Has Employees Needs data TradePMR Employees Source: Tiburon Research & Analysis 9 9 9

TradePMR Serves Clients Needs data TradePMR Clients Source: Tiburon Research & Analysis 10 10 10

TradePMR Has Gathered Accounts Needs data TradePMR Accounts Source: Tiburon Research & Analysis 11 11 11

TradePMR Generates Revenues Needs data TradePMR Revenues ($ Millions) Source: Tiburon Research & Analysis 12 12 12

TradePMR Earns $___ Million Needs data TradePMR Net Profits ($ Millions) Source: Tiburon Research & Analysis 13 13 13

TradePMR Has a Number of Businesses, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 14

TradePMR’s First Business is _____ Comments -- Source: Tiburon Research & Analysis 15

TradePMR’s Second Business is _____ Comments -- Source: Tiburon Research & Analysis 16

TradePMR’s Third Business is _____ Comments -- Source: Tiburon Research & Analysis 17

TradePMR’s Fourth Business is _____ Comments -- Source: Tiburon Research & Analysis 18

TradePMR’s Fifth Business is _____ Comments -- Source: Tiburon Research & Analysis 19

TradePMR is Led by its CEO Robb Baldwin Organizational Chart Robb Baldwin CEO -- -- -- -- -- Note: Robb Baldwin founded the firm in 1997 Source: 6/7/19 TradePMR Web Site; 6/03 Investment Advisor; Tiburon Research & Analysis 20

TradePMR Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

TradePMR is Privately Owned Comments -- Source: Tiburon Research & Analysis 22

TradePMR Assets ($ Millions) TradePMR Has Assets Needs data TradePMR Assets ($ Millions) Source: Tiburon Research & Analysis 23 23 23

TradePMR Has Liabilities Needs data TradePMR Liabilities ($ Millions) Source: Tiburon Research & Analysis 24 24 24

TradePMR Has Shareholders’ Equity Needs data TradePMR Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 25 25 25

TradePMR Earns … Per Share Needs data TradePMR Earnings Per Share Source: Tiburon Research & Analysis 26 26 26

TradePMR Declares … Dividends Per Share Needs data TradePMR Dividends Per Share Source: Tiburon Research & Analysis 27 27 27

TradePMR Has a … Dividend Yield Needs data TradePMR Dividend Yield Source: Tiburon Research & Analysis 28 28 28

TradePMR’s Stock Price is … Needs data TradePMR Stock Price Source: Tiburon Research & Analysis 29 29 29

TradePMR Has … Shares Outstanding Needs data TradePMR Shares Outstanding Source: Tiburon Research & Analysis 30 30 30

TradePMR’s Market Capitalization is … Needs data TradePMR Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 31 31 31

TradePMR Ownership By Owner TradePMR is Owned by …. Needs data TradePMR Ownership By Owner Source: Tiburon Research & Analysis 32 32 32

TradePMR’s Stock Volume is…. Needs data TradePMR Stock Volume Source: Tiburon Research & Analysis 33 33 33

Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis