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Investor Relations Advisory

Earnings Season Is Here: Your First Quarter May Have Ended March 31 But the Conversation is Just Getting Started

As many management teams prepare for Q1 earnings calls, there’s a familiar tension at play: reported results are inherently backward‑looking while investor questions are overwhelmingly forward‑looking. That dynamic is true…

Nicholas P. Manganaro, Esq.April 17, 2026

Investor Relations Advisory RTO

Going Public the RTO Way: Building IPO Level Readiness Without the IPO

Reverse takeovers (RTOs) can be an efficient route to the public markets, but they remove many of the valuable built‑in “rehearsals” that come with a traditional IPO, from iterative S‑1…

David CalusdianApril 8, 2026

Investor Days

Avoiding Investor Day Pitfalls: Maximizing the Impact of Your Signature IR Event

Investor days can be tremendous value‑creation opportunities, but they can also fall flat or even damage credibility if they are poorly conceived or executed. Investors clear their calendars to attend…

David CalusdianMarch 12, 2026

IPO Investor Relations

Launching a Successful IPO in 2026: An Investor Relations Perspective

Launching a successful IPO in 2026 requires far more than strong fundamentals and a receptive market window. Investors are more critical, expectations are set earlier, and early missteps in guidance…

Maureen WolffFebruary 18, 2026

Investor Relations Advisory

The State of the IR Job Market: A Conversation with Kelsey Henderson

Today we're speaking with Kelsey Henderson, Practice Manager, Corporate Affairs at High Country Search Group, where she leads searches across Communications, Investor Relations and Government Affairs. Kelsey provides a grounded,…

David CalusdianDecember 15, 2025

Investor Relations Advisory

Navigating the 2026 Proxy Landscape: What’s Changing and How to Prepare

The 2026 proxy season is shaping up to be one of the most dynamic in recent memory. From evolving stewardship models and shareholder proposal rules to rising activism and new…

Maureen WolffDecember 4, 2025

Executive Coaching

From Scripted to Genuine: Present with Confidence and Connection

One of the first things executives often ask me when preparing for an important presentation -- whether it’s an investor day, conference, or a board update -- is, “Should I…

David CalusdianNovember 21, 2025

Investor Relations Advisory

Shareholder Engagement Is Evolving—Are You Ready?

In today’s post-guidance era of shareholder engagement, silence is no longer golden—it’s risky. A recent panel hosted by the Society for Corporate Governance highlighted a reality that leading companies already…

Maureen WolffSeptember 16, 2025

Investor Relations Advisory

What a First-Time Public Company Chief Financial Officer Needs to Know About Investor Relations

Top Five Ways to Make an Immediate Impact

Maureen WolffAugust 26, 2025

Investor Relations Advisory

How to Deliver an Effective Investor Relations Update to the Board

Reinforcing IR’s Role as a Strategic Advisor

Maureen WolffAugust 26, 2025

Sharon Merrill Advisors

Earnings Season Is Here: Your First Quarter May Have Ended March 31 But the Conversation is Just Getting Started

Going Public the RTO Way: Building IPO Level Readiness Without the IPO

Avoiding Investor Day Pitfalls: Maximizing the Impact of Your Signature IR Event

Launching a Successful IPO in 2026: An Investor Relations Perspective

The State of the IR Job Market: A Conversation with Kelsey Henderson

Navigating the 2026 Proxy Landscape: What’s Changing and How to Prepare

From Scripted to Genuine: Present with Confidence and Connection

Shareholder Engagement Is Evolving—Are You Ready?

What a First-Time Public Company Chief Financial Officer Needs to Know About Investor Relations

How to Deliver an Effective Investor Relations Update to the Board

The Advisor Blog

Here we share our unique take on important investor relations trends, developments, and challenges that IROs, CEOs, CFOs, GCs, Boards, and Executives face today.

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