Sharon Merrill Associates Transitions Ownership to Long-Time Partners

Maureen Wolff and David Calusdian Take Reins at Leading Investor Relations Firm; Founder and Financial Industry Veteran Sharon F. Merrill to Focus on Serving Corporate Boards

David Calusdian and Maureen Wolff Sharon Merrill AssociatesBOSTON, November 17, 2016 – After building Sharon Merrill Associates into one of the nation’s premier investor relations and corporate communications strategic advisory firms, Founder Sharon F. Merrill has transitioned her interest in the business to long-time partners Maureen T. Wolff and David C. Calusdian, the firm announced today.

Wolff (31 years at Sharon Merrill Associates) and Calusdian (21 years) will continue to lead a team of some of the best and brightest professionals in investor relations. Nationally recognized for its expertise, Sharon Merrill Associates’ reputation for strategic leadership in M&A, transaction communications, proxy/activist defense and crisis communications continues to expand.

Merrill, a leading communications expert and veteran of Boston’s financial industry, founded the firm in 1985, leveraging both her experience as a buy-side analyst and as the creator of Lotus Development Corp.’s investor relations department.  She will now turn her attention to serving public company boards. Sharon Merrill Associates will retain the name of its founder, who will have the title of chairman emerita.

With the transition, Wolff moves from the role of president to chief executive officer. Calusdian, formerly executive vice president, takes over as president. National experts in investor relations and corporate communications, Wolff and Calusdian are quoted frequently in the national media and sought after as speakers on topics including disclosure, board and shareholder communications and shareholder activism.

“Given my interest in devoting more time in service to public company boards of directors, coupled with the increased roles Maureen and David have taken in driving the firm’s growth and reputation over the years, this is the ideal time to pass the torch to my long-time partners,” said Merrill.

“It is an honor to lead the firm whose name has become synonymous with excellence in investor relations and communications strategy,” said Wolff. “We will continue to innovate in all facets of our practice, from investor relations to M&A, proxy/activist defense and crisis communications. On behalf of myself, David and the firm’s dedicated team, we thank Sharon for her leadership during the past 31 years and look forward to continuing to exemplify communications excellence and building on the firm’s stellar national reputation.”

Known for its leadership in advancing the practice of investor relations, the firm helps companies improve liquidity, lower their cost of capital and attract new investors.  And when an unplanned event threatens a company’s credibility or reputation, Sharon Merrill Associates serves as a trusted advisor with a track record of successfully handling the most challenging crisis situations.

About Sharon Merrill Associates, Inc.

Sharon Merrill Associates is an independent strategic advisory firm that provides investor relations, crisis communications, proxy/activist defense, M&A communications, corporate communications, and presentation and media training. Founded in 1985 and serving public and private client companies in North America and Europe, the firm plans and executes strategic communications that resonate with stakeholders and deliver successful results. The Sharon Merrill Associates team has earned wide recognition for communications thought leadership, and is distinguished by its longevity at the firm and longstanding client relationships.

To learn more about Sharon Merrill Associates, please visit its website, www.InvestorRelations.com.


Sharon Merrill Celebrates 30 Years of Leadership in Strategic Communications

Launches Redesigned InvestorRelations.com Website Highlighting Expanded Portfolio of Client Services and Featuring Award-Winning Blog, The Podium

BOSTON, Mass., September 9, 2015 – Sharon Merrill, a strategic communications advisory firm, today announced the launch of its newly redesigned website, InvestorRelations.com, coinciding with the 30th anniversary of the firm’s founding in 1985.

“We begin our fourth decade in business with an unchanged mission — helping our clients achieve their strategic goals,” said Sharon F. Merrill, the firm’s chairman, founder and chief executive officer. “This commitment has not only driven our success as an enterprise, it has formed the basis for client relationships that are remarkable for both their longevity and productivity. We extend our sincere appreciation to the hundreds of public and private companies that have honored and rewarded us with their trust for the past 30 years.”

“Our newly designed website reflects our corporate mission, culture and market position, and highlights our expanded set of practice areas,” said Maureen T. Wolff, the firm’s president and partner. “Building on our core expertise in investor relations, we have established Sharon Merrill as insightful strategic advisors on crisis and transaction communications, reputation management, and presentation and media training, serving an international client base. This growth is a testament to our team members’ extraordinary talents and length of service with the firm. We thank them for their commitment and dedication.”

Sharon Merrill’s high-touch approach to client relationships combines senior-level experience with unparalleled service. Senior team members not only work directly with and on behalf of clients day-to-day; they frequently speak at major conferences and help set corporate governance and communications best practices as leaders in industry organizations, including the National Investor Relations Institute, Financial Executives International and National Association of Corporate Directors. The firm’s 30-year record of growth and reputation for integrity stem from the team’s dedication to their craft and singular focus on helping clients achieve their business goals.

About Sharon Merrill

Sharon Merrill is an independent strategic advisory firm focused on investor relations, crisis communications, transaction communications, corporate communications, reputation management, and presentation and media training. Founded in 1985 and serving public and private client companies in North America and Europe, Sharon Merrill plans and executes strategic communications that resonate with stakeholders and deliver successful results. The Sharon Merrill team has earned wide recognition for communications thought leadership, and is distinguished by its longevity at the firm and longstanding client relationships – some of which extend more than 20 years.

To learn more about Sharon Merrill, please visit its website, www.InvestorRelations.com.


Sharon F. Merrill Honored with 2015 F. Gorham Brigham, Jr. Award by Boston Chapter of Financial Executives International

Sharon Merrill Associates Investor Relations Strategic CommunicationsBOSTON, Mass., May 19, 2015 — Sharon Merrill (www.InvestorRelations.com), an investor relations and corporate communications strategic advisory firm, announced that Chairman and Chief Executive Officer Sharon F. Merrill has received the 2015 F. Gorham Brigham, Jr. Award from the Boston Chapter of Financial Executives International (FEI).

For the past 10 years, the prestigious award has been given to an FEI Boston member who best exemplifies F. Gorham Brigham, Jr.’s exceptional standards in community leadership, personal integrity, commitment to the well-being of others, and dedication to the goals and objectives of FEI through mentoring and volunteerism.

FEI is a globally recognized leading organization that advances the successes of senior-level financial executives, financial organizations, and the financial profession.

“I am honored to be a part of this legacy, especially in Gorham Brigham’s 100th year,” Sharon Merrill said. “Gorham has been an irreplaceable inspiration and source of wisdom and guidance for me since the earliest days of my career. I have come to know and benefit first-hand from his longstanding dedication to both the financial profession and to community service, and appreciate it greatly.”

“This distinguished award recognizes the qualities that Sharon exemplifies and her leadership and volunteerism in the community,” said Maureen Wolff, President and Partner of Sharon Merrill Associates, Inc. “We have always known Sharon to value and uphold the highest levels of personal integrity and ethics, and to lead change by setting an example.”

About Sharon Merrill

Established in 1985, Sharon Merrill assists corporate clients across the U.S. and internationally in planning and executing critical communications that resonate with stakeholders and deliver desired results in virtually any situation an enterprise may confront. Practice areas include investor relations, crisis and transaction communications, reputation and issues management, presentation and media training, and social media. The Sharon Merrill team has earned wide recognition for corporate communications thought leadership, as well as dozens of industry awards. To learn more about Sharon Merrill, please visit the Company’s website at www.InvestorRelations.com, or its thought leadership blog at http://blog.investorrelations.com/.


Sharon Merrill Receives Awards for Investor Relations Excellence and Industry Leadership

BOSTON, Mass., June 20, 2013 — Sharon Merrill (www.InvestorRelations.com), a critical communications strategic advisory firm that is nationally recognized for its investor relations expertise, recently received awards for both excellence in investor relations and industry leadership.

The firm received a 2013 Bell Ringer Award from The Publicity Club of New England for an investor relations program it developed for a Fortune 500 client.The program included a highly successful investor day.The Publicity Club of New England’s Bell Ringer Awards recognize and honor excellence and achievement in the communications and public relations professions.In the past 17 years, the firm has won an award for investor relations in each of the 14 years it has entered a submission.

In addition, the National Investor Relations Institute (NIRI) recognized Maureen Wolff, President & Partner, with the NIRI National Volunteer of the Year Award. This award honors the NIRI member who best exemplifies the NIRI mission of advancing the practice of investor relations and the professional stature of NIRI members at the national level.At the awards ceremony, Jeff Morgan, NIRI President and Chief Executive Officer, said that Maureen “has shown true leadership skills during her tenure as a NIRI member. She has generously given a tremendous amount of her time and energy to NIRI, and is an everlasting NIRI advocate.”

Dennis Walsh, Vice President and Director of Social Media, received the 2012-2013 NIRI Individual Leadership Award for his work on the board of directors of the Boston chapter.Recipients of the leadership award were nominated by their chapter peers in recognition of their superior performance during the year.

“We are honored to be recognized for our work on behalf of clients as well as our contributions to the investor relations profession,” said Chairman and Chief Executive Officer Sharon F. Merrill. “The Bell Ringer award reflects the dedication of our experienced team of investor relations counselors to providing best-in-class services. It also is rewarding to see Maureen and Dennis recognized for their industry leadership and commitment to advancing the field of investor relations.”

About Sharon Merrill

Established in 1985, Sharon Merrill assists corporate clients across the U.S. and internationally in planning and executing critical communications that resonate with stakeholders and deliver desired results in virtually any situation an enterprise may confront. Practice areas include investor relations, crisis and transaction communications, reputation and issues management, presentation and media training, and social media. The Sharon Merrill team has earned wide recognition for corporate communications thought leadership, as well as dozens of industry awards. To learn more about Sharon Merrill, please visit the Company’s website at www.InvestorRelations.com, or its thought leadership blog at http://blog.investorrelations.com/.