WHAT WE DO
Investor Relations Investor Days An Investor Day is the signature event of your IR calendar. But do you have the time to oversee all of the moving parts, manage deadlines, and stay on top of the many details necessary to make your event a success? Sharon Merrill’s services include:
• Targeting and inviting investors and analysts;
• Developing the Investor Day theme and strategic messages;
• Creating slide presentations and scripts for each speaker;
• Coordinating logistics from venue selection to catering, webcasting and transportation;
• Training speakers on how to deliver a powerful message within disclosure rules; and
• Conducting a follow-up survey with attendees
THOUGHT LEADERSHIP
Activists and Boards Share Common Ground
IRO-zilla and the Earnings Call
How to Build a Compelling Investment Thesis
Giving Life to your Presentation
It’s Time to Face Social Media for IR
Age of Diminished Sell-side research
RELATED CASE STUDIES
Cultivating sell-side analysts and institutional investors
Analyst meetings in key U.S. money centers, combined with a well-attended Investor Day and business media interviews, generated awareness on Wall Street for a newly public software company. ››
Correcting investor misperceptions
Meetings with analysts, coupled with clear IR messaging, erase negative impressions about an industrial company that were lingering from the past. ››
Blunting the impact of missed earnings
A software company preemptively announces an earnings shortfall with a conference call followed by a cross-country road show. ››
Hosting an analyst day
Wall Street casts a skeptical eye on a technology company’s entry into a new market with a recently introduced product. ››
Use survey research to refresh corporate messaging
A small maker of medical devices had failed to generate investor interest in its first year as a public company. ››
Starting life as a public company
Investor outreach and media coverage create visibility for a technology company following its IPO. ››
