Tag Archives: IR program planning

What makes for an effective investor presentation? [Video]

By David Calusdian, Executive Vice President & Partner We’ve all seen bad investor presentations at various conferences. But what makes them bad? The purpose of an investor presentation is to convey the company’s investment thesis. If the presentation does not … Continue reading

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Filed under Investor Presentation, Investor Relations

Developing an Investor Relations Program for an IPO Company [Video]

By Maureen Wolff, President and Partner Companies planning to go public need to be able to hit the ground running on the day of the IPO pricing with an investor relations program.  In order to prepare, Sharon Merrill President and … Continue reading

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Filed under Investor Relations, IPO

Is Your Investor Relations Plan Fit? Consider These 5 Steps.

By Dennis Walsh, Senior Consultant & Director of Social Media As another year comes to a close, two things are probably on every IRO’s mind: New Year’s resolutions and next year’s investor relations plan.  Every year, one of the most … Continue reading

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Five Crisis Communication Plan Essentials

Focus on Planning, not the Plan, for Successful Crisis Communications Continue reading

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Form 13Fs – Things that Could Have Been Brought to My Attention Yesterday!

By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of the year again.  Four times a year, institutional investors that hold more than $100 million in assets under management are required to file a Form 13F … Continue reading

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Filed under Investor Relations, Roadshow Planning, SEC, Shareholder Surveillance

What Makes for a Successful Investor Relations Program?

By Dennis Walsh, Senior Consultant & Director of Social Media In many of the StreetScope® perception audits we conduct, we often inquire about what makes a successful investor relations program.  Is the Street satisfied with the level of outreach?  Is … Continue reading

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Filed under Investor Relations, Social Media

Investor Relations: How May I Serve You?

“View from the C-Suite: What Management Wants from Investor Relations” was the theme for NIRI Boston’s April event.  For a chance to listen to a panel of C-level executives speak candidly to a room full of investor relations professionals, I … Continue reading

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IRO-zilla and the Earnings Call

There is a popular cable network TV show called Bridezillas that often depicts women planning their wedding day as high-strung, unreasonable and at times displaying jaw-dropping outrageous behavior.  Of course, this makes for great reality TV, but at times I … Continue reading

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Filed under Investor Relations, NIRI

Investor Relations Program and SMA Blog Honored with 2010 Bell Ringer Awards

On Monday evening, the Sharon Merrill Associates  team attended the 2010 Bell Ringer Awards, sponsored by The Publicity Club of New England.  The Bell Ringer Awards recognize and honor excellence and achievement in the communications and public relations professions.  The … Continue reading

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Getting Ready for the IPO: 10 Investor Relations “To Do” Items Before the Pricing

For months leading up to your S-1 filing, you probably have been singularly focused on creating that massive tome.  You have spent significantly more time with your lawyers and auditors than with your own family — and you cannot even … Continue reading

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Filed under IPO