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Investor Relations Advisory

Why Is AI Making Investor Perception Audits an Essential IR Tool?

AI has dramatically reduced the friction of information processing. AI now summarizes earnings calls, SEC filings, investor presentations, conference appearances, analyst research, and news coverage in seconds. Multiple sources are…

Kirsten ChapmanJuly 27, 2026

IPO Investor Relations

How to Prepare for an IPO in 2026: An IPO Readiness Guide for Private Companies

Quick answer: Companies preparing for an IPO in 2026 should start building IPO readiness well before the transaction by clarifying their investment narrative, preparing leadership for investor scrutiny, establishing public-company communications…

David CalusdianJuly 13, 2026

Executive Coaching

How to Prepare for Investor Q&A: Best Practices for Earnings Calls and Investor Meetings

Public company executives spend countless hours preparing presentations, but investor confidence is often shaped most by what cannot be fully scripted: Q&A. Whether on an earnings call, investor day, roadshow, or one-on-one…

David CalusdianJuly 2, 2026

Executive Coaching

Why Great Executives Step Away from the Podium

The best presentations are conversations. That idea should shape how we show up in front of an audience. Conversations are human and connective. But one common convention works against that:…

David CalusdianJune 26, 2026

Investor Days

5 Lessons from Award-winning Immersive Investor Days

Investor Days have evolved from slide marathons into strategic productions that shape how investors understand and value companies. The strongest events translate complex strategy and long-term financial goals into credible,…

Kirsten ChapmanJune 3, 2026

Investor Relations Advisory Activism

Clarity Under Pressure: Strengthening Investor Communication Through Board Alignment

Key Takeaways Boardroom readiness is built in advance, not in the moment CFOs and IROs play a central role in aligning boards and management Strong investor communication starts with clear…

Maureen WolffJune 1, 2026

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

Sharon Merrill Advisors