MZ Group North America | Global Reach, Local Service Investor Relations

MZ North America is the US division of MZ Group, a multinational company and the world’s largest independent investor relations and corporate communications firm.

Team

All MZ team members share a deep understanding of our clients’ business, growth strategy and financial position, which enables our firm to become a natural extension of the senior management team and a true value-added partner. Our organization works with top management of our clients to better articulate the company’s business strategy, position in the market and fundamentals. This allows each company to attract high quality institutional ownership through proactive introductions while managing all investor inquiries on an ongoing basis.

Our team’s public market experience includes pre-IPO advisory as early as 2-3 years prior to a desired listing, investor relations strategy and all aspects of IR services, banking advice, and equity analysis, which allows us to deliver timely analysis on current market perception and valuations as our clients assess viability of perspective capital raises and/or acquisitions. Armed with the proper resources, we assist our client companies to successfully navigate capital markets and make the most out of their respective opportunities.

Our advice is based on a rigorous understanding of the U.S. SEC regulations, macroeconomic trends, investment banking, knowledge of all aspects of capital markets, outstanding relationships with the buy-side participants and exchanges globally, as well as extensive knowledge of multiple industry verticals.

Matthew Hayden

Matthew Hayden
Chairman
Matt was a licensed broker out of college for two years and then founded Hayden Communications in 1996, an investor relations firm exclusively focused on servicing small-cap companies. He has experience in all facets of the business and has represented over 200 public companies, which have collectively raised over $10 billion in the equity markets.

Matt works extensively on comprehensive IR strategy, key messaging and corporate communications, and has scheduled thousands of investor meetings for clients through roadshows, conference calls and conference participation. The firm he and Ted Haberfield built is supported by a group of dedicated professionals with extensive public market experience who take a team approach to deliver timely exposure and unparalleled customer service. A merger in 2011 created the North America services division of MZ Group, the largest independent investor relations firm in the world. Today, this division represents approximately 30 public and private companies.Matt is an active investor through his family office “Sea Purity Investments” which employs a multi-strategy approach. He invests in numerous public and private companies each year with an emphasis on management teams with integrity, subject matter expertise, skin in the game and the ability to execute consistently against a timeline, He tends to take a longer term perspective and 30% of the portfolio includes socially responsive opportunities. This level of engagement has fostered a deep contact base of respected equity players.

In addition, given Matt’s experience and relationships in the financial sector he tends to be strategic, or value-added for many of the portfolio positions. He is a graduate of the University of South Carolina where he earned “a summa cum laude designation” and learned southern hospitality, but never forgets his childhood roots in Annapolis, MD. Matt views every day as an opportunity to learn something new and constantly improve his investment acumen. Matt is married to Julie with a daughter Gianna and son Christian. They enjoy traveling, the beach, surfing, snowboarding and just about anything outdoors. The family contributes to multiple non-profit and charitable organizations each year.

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Contact Information:
P: +1-949-259-4986
E: matt.hayden@mzgroup.us

Ted Haberfield

Ted J. Haberfield
President
Ted Haberfield provides strategic management consulting to public companies through integrated investor relations by combining finance, marketing, and compliance. Prior to joining MZ in 2007, Ted spent over thirteen years as a financial advisor serving the investment needs of high-net-worth individuals and institutional investors, including non-profit organizations and sovereign governments. He served as Second Vice President of Wealth Management at Smith Barney and as Second Vice President of Investments at Morgan Stanley Dean Witter. Ted has been a speaker on financial related topics at the National Congress of American Indians (NCAI), First Nation’s Development Institute, Guatemala Prospera and other national level associations. He graduated from California Polytechnic State University – San Luis Obispo in 1993 with a B.A. in Business and major in Financial Management. He currently resides in San Diego with his wife Danielle and his four children Layla, London, Van, Curren.

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Contact Information:
P: +1-760-755-2716
E: thaberfield@mzgroup.us

Chris Tyson

Christopher Tyson
Managing Director
Christopher Tyson’s experience in the small and micro-cap space spans over 15 years. Prior to joining MZ, Chris spent five years specializing in financial and investment analysis, corporate messaging and institutional outreach for Liolios Group. He was also responsible for developing relationships with both public and private companies within multiple sectors including technology, consumer and business services, among others. Before joining Liolios Group in 2010, Chris served as senior vice president, head of corporate access and institutional equity sales for Miller Tabak’s west coast region. Previously, Chris was an institutional sales trader at Merriman Capital and ROTH Capital Partners. Chris received a Bachelor of Science from The Smeal College of Business Administration at Penn State University. Chris currently resides in Laguna Beach with his wife and two boys.

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Contact Information:
P: +1-949-491-8235
E: chris.tyson@mzgroup.us

Greg Falesnik

Greg Falesnik
Managing Director
Greg Falesnik oversees many aspects of the firm’s investor relations activities and plays an integral role in MZ’s consulting process; including institutional outreach, corporate communications and investment analysis. Throughout his career, he has worked with dozens of senior management teams to build comprehensive and effective IR campaigns. His diverse investor relations experience spans across several industries, including disruptive technology, clean tech, financial tech, business services and consumer related companies, among others. Prior to joining MZ, he served in a senior role with Liolios Group, a small-cap focused investor relations firm based in Newport Beach, CA. Greg holds a B.B.A. degree in Finance and a Certificate in Investment Management (IMCP) from the Lubar School of Business at the University of Wisconsin-Milwaukee. In his free time, Greg enjoys playing sports and is an avid outdoorsman.

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Contact Information:
P: +1-949-385-6449
E: greg.falesnik@mzgroup.us

Maili Bergman

Maili Bergman
Managing Director
Maili Bergman brings valuable experience to our platform. Maili has more than 20 years of financial marketing and investor relations experience and during this period, has built investor relations programs for multiple companies across various industries. Bergman previously served as senior vice president, investor relations at Live Nation Entertainment (NYSE: LYV), where she oversaw the global investor relations program. Prior to joining the company in 2011, she was the vice president, investor relations for Guess? (NYSE: GES) and before that, she served as the director of investor relations and corporate communications for Abraxis BioScience, who was purchased by Celgene. In the course of her career she has worked with companies of all sizes through key events such as M&A transactions, initial and secondary offerings and crisis situations. Her experience spans entertainment, retail, technology, alternative fuel and biotechnology. Maili received a Bachelor of Science from the Marshall School of Business at the University of Southern California where she was a graduate of the Lloyd Greif Center for Entrepreneurial Studies. She previously served on the board of directors for the National Investor Relations Institute’s Los Angeles chapter.

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Contact Information:
P: +1-949-298-4320
E: maili.bergman@mzgroup.us

Alina Plaia

Alina Plaia
Managing Director
Ms. Plaia has 20 years of experience in investor relations and communications, investment banking and equity research sales, SEC and FINRA regulatory reporting. IR Magazine Award nominee for Innovation, Alina combines her CPA background and IR Charter from NIRI to bring an invaluable multi-faceted approach in preparing companies for growth and productive interactions in capital markets. Alina honed her expertise on Wall Street as a Director of Emerging Markets Research Sales in the Investment Banking division of UniCredit Securities in New York City. During her tenure within European Equity Sales team, she liaised with major U.S. asset managers assisting them with research ideas and advice on navigating through capital markets in Central & Eastern Europe. Prior to UniCredit Ms. Plaia was part of a regulatory reporting and asset and liability management teams at Societe Generale, SG Cowen, and Credit Suisse. She holds MBA in Finance from New York University. Ms. Plaia is a member of OSEA Angels Community and an active participant of Titan Angles fund. Ms. Plaia is also a CEO and a Co-Founder of Wide Bridge, Inc., a boutique advisory firm that serves high growth technology companies worldwide since 2008. She lives with her family in Newport Coast, California. Her philanthropy efforts focus on serving on the Board of Laguna Beach Boys and Girls Club and on several advisory committees in charge of strategy and special projects.

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Contact Information:
P: +1-949-202-5552
E: alina.plaia@mzgroup.us

Mike Cole

Mike Cole
Senior Vice President
Mike Cole brings over twenty years of financial markets experience to MZ Group. After starting on the NASDAQ trading desk for a division of what became PENSON Financial Services in the early 90’s, Mike eventually gravitated toward the Investment Banking and Strategic Advisory side of the business assisting early stage companies with all facets of public market existence, and often securing very early stage capital. In the late 90’s, Mike went to work for International Fibercom, a 100MM market cap company traded on NASDAQ, as the Internal Director of Investor Relations. During his tenure, he assisted the company in significantly increasing institutional ownership and obtaining their first significant analyst coverage. After, he spent several years at Source Capital Group, a boutique Investment Bank in Scottsdale, AZ, where he acted as the lead banker on dozens of micro-cap financings, block trades and advisory agreements. Over the recent past, he has worked in both an Investor Relations and Banking capacity for a number of emerging public companies. Mike holds a BA in Finance from Arizona State University and in his free time enjoys coaching a number of youth sports within his local community.

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Contact Information:
P: +1-949-259-4988
E: mike.cole@mzgroup.us

Luke Zimmerman

Luke Zimmerman
Vice President
Luke Zimmerman provides support to the Managing Directors in all aspects of MZ’s consulting process. Luke is involved in several aspects of the investor relations function, ranging from shareholder communications and professional investment community outreach to the organization of non-deal roadshows. Previously, Luke has worked as an intern at UBS, the Indiana Public Retirement System and Atlas Consulting. Luke graduated with a BS in Finance from the Lacy School of Business at Butler University in Indianapolis. In his free time, he enjoys playing Lacrosse.

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Contact Information:
P: +1-949-259-4987
E: luke.zimmerman@mzgroup.us

Justin Lumley

Justin Lumley
Investor Relations Associate
Justin Lumley joined MZ in May 2018, where he provides support for the MZ account management team in daily operations. Prior to joining MZ, Justin interned at Sidoxia Capital Management where he conducted due diligence on small and mid-cap disruptive technology companies. Justin graduated with a Bachelor’s Degree from University of California, Irvine where he majored in Business Administration with an emphasis in Finance. In his spare time, he enjoys racing motocross with his family.

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Contact Information:
P: +1-949-385-6776
E: justin.lumley@mzgroup.us

Debra Juhl

Debra Juhl
Director of Operations
Debra Juhl joined MZ in 2010 to support the team in all aspects of company operations and administration. With over 20 years of experience in bank broker dealer and investment advisory services, as well as time with multiple start-ups, Debra brings a sophisticated understanding of finance and strong set of infrastructure coordination and management skills to MZ. At the forefront of changing regulations allowing banks to participate in securities activities, Debra has extensive experience managing organizations in high growth environments as wells as rapid expansion brought on by mergers and acquisitions. Debra has held the role of President and Chief Operating Officer of broker dealer subsidiaries for several regional bank holding companies and third party marketing firms. She also has held Securities Licenses 7, 24, 27, and 53.

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Contact Information:
P: +1-949-259-4993
E: debra.juhl@mzgroup.us

Pam Smith

Pam Smith
Senior Accounting Manager
Pam Smith, Senior Accounting Manager, has a degree in accounting and brings with her over 15 years of professional accounting experience. Prior to joining MZ, Pam spent several years working as an Accountant for the Palomar College Foundation in San Marcos, California, where in addition to her accounting duties, she also assisted with fund raising operations, event coordination, and management of Scholarship Awards. Later she went on to become an entrepreneur with her own financial and tax service business where she managed the financial operations of several small to midsize companies.

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Contact Information:
P: +1-760-230-4421
E: pam.smith@mzgroup.us

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