Life Sciences: Communicating the Investment Story

If you have ever tried telling a life sciences investment story, chances are, you’ve encountered one of three responses: “Wait. Slow down. I have no idea what you’re talking about.” This is sometimes communicated nonverbally as a blank stare. “Okay. That makes sense. So when do you expect commercialization?” “What’s the mechanism of action? And…

Sharon Merrill Associates Investor Relations The Podium Blog

A Conversation with Wolf & Co.: Board Room Topics

In this two-part conversation, public accounting experts from the CPA firm Wolf & Company provide insights on current trends in public company compliance. In our second conversation, we discuss accounting standards changes and other audit committee related topics with Jim Kenney, Scott Goodwin and Dan Morrill from Wolf. The Podium: Hello, everyone. Thank you for…

Sharon Merrill Associates Investor Relations The Podium Blog

SEC Guidance on Reg G: Q&A with Howard Berkenblit

On May 17, 2016, the SEC issued new Compliance & Disclosure Interpretations related to Regulation G.  The Podium discussed the new guidance on the reporting of non-GAAP financial measures with Sullivan & Worcester Partner Howard Berkenblit.  The Podium: What do you see as the most significant changes that came out of the new SEC guidance…

Sharon Merrill Associates Investor Relations The Podium Blog

Q&A: Regulatory Trends in Cybersecurity

In this two-part conversation, public accounting experts from the CPA firm Wolf & Co. provide insights on current trends in public company compliance. In this first conversation, we discuss cybersecurity regulatory trends with Jerry Gagne, who heads Wolf’s risk services practice. The Podium: Hello, Jerry. Thank you for joining us. In today’s discussion, we wanted…

Sharon Merrill Associates Investor Relations The Podium

Preannouncing Results, Part II: Determining the Message

This is Part II of our preannouncement series based on AlphaSense research. Today we focus on the qualitative discussion of the results in earnings preannouncements and the financial metrics used. In my previous post, we focused on the factors that contribute to a company’s decision to preannounce its financial results – that is, provide the…

Sharon Merrill Associates Investor Relations The Podium

The Art of Communicating an Acquisition: M&A in 2016

Global merger and acquisition activity set an all-time high last year, breaking the previous record set in 2007.  According to an EY survey in October 2015, 59% of executives planned to actively pursue acquisitions in the coming 12 months. Given that this number is significantly higher than the 40% reported in the survey a year…

Sharon Merrill Associates Investor Relations The Podium Blog

Preannouncing Results: Analyzing Corporate Profit Warnings

To preannounce or not to preannounce: Surely that is the question that stumps many management teams during the quarterly earnings cycle. There are several reasons for a company to preannounce its financial results – that is, provide the Street with a preliminary, high-level understanding of what the company’s quarterly performance will be. Typically, a preannouncement…

Sharon Merrill Associates Investor Relations Investor Day

5 Tips for a Successful Investor Day

Hosting an investor day can be a powerful way to raise management visibility and credibility, highlight the depth of your management team, and clarify your company’s value proposition and growth strategy.  But planning a successful investor day is no small task. Here are five tips to help you along the way.

Sharon Merrill Associates Investor Relations Activism Defense

Keeping the Activists at Bay: Five Steps to an Effective Response Plan

The new reality is that no public company, no matter how highly regarded or well managed, is immune from activist attention. The number of activist campaigns waged against public companies increased in 2015 to 375 according to the research firm FactSet. Once an activist surfaces, every move a company makes can have a profound and cascading…

Sharon Merrill Associates Investor Relations The Podium

In-N-Out in IR For 2016

It’s once again time for our tongue-in-cheek roadmap of what’s in and what’s out in investor relations, and more, for the upcoming year. We hope you enjoy, and have a happy and successful 2016. In Out Elections Debates Mexico, Vietnam, Nigeria BRICs Drones Radio Shack Corporate Social Responsibility Hedge funds Millennials Everyone Else India China Uberization…