Roadshow Planning
Going Public: After You File
In this three-part conversation, Sharon Merrill President and Partner Maureen Wolff shares insights on the IPO process from an investor relations perspective. In this second conversation, we discuss preparing for life as a public company after the registration statement has been filed.
How Investor Relations Can Support the Buy Side’s Investment Process
By Dennis Walsh, Vice President “Buy-side analysts truly value a company with a responsive investor relations program led by an informed IRO,” shares John Barr, Co-Manager of the Needham Growth Fund (NEEGX) and Manager of the Needham Aggressive Growth Fund (NEAGX). Most strategic investor relations programs aim to increase institutional ownership with new long-term shareholders.…
Sell-Side Coverage – A Small Cap’s White Whale?
By Dennis Walsh, Vice President I recently was interviewed for an article for IR Magazine titled, “Sell-Side Analysts: The Many and the Few.” The article discussed how some companies manage a full roster of covering sell-siders, while others struggle to maintain or attract just a few. In today’s market, it seems more common that IROs…
How Do I Know You’re Lying? Your Body Told Me So.
5 Useful Tips for Reading Body Language in a Business Environment By Dennis Walsh, Senior Consultant & Director of Social Media at Sharon Merrill In business, people aren’t always completely honest. I know…stop the presses! As investor relations professionals, we are constantly playing a poker game with Wall Street. So how do you know if…
Form 13Fs – Things that Could Have Been Brought to My Attention Yesterday!
By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of the year again. Four times a year, institutional investors that hold more than $100 million in assets under management are required to file a Form 13F with the SEC that lists the securities held in their portfolio and the number of…
A Wolf in Sheep’s Clothing – a Hedge Fund Cloaked within a Traditional Investment Manager
Did you ever wonder who is sitting across the table from you at investor meetings? Would you be surprised to know that hedge fund investors could be sitting right along-side traditional long-only investors?