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Our Expertise. Your Advantage.

Sharon Merrill Advisors is a premier boutique strategic communications firm in the areas of investor relations, story creation and stakeholder engagement. We help clients navigate the complexities of the capital markets to produce resonant content that unlocks value for their organizations and creates new possibilities for the world.

Investor Relations Advisory

Create shareholder value that lasts

Through a strategic approach to IR, you will influence the narrative on the Street with a clearly articulated message and a measurable plan to engage with stakeholders strategically, tell your story to the right audience, and build value.

Build Value
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Advance your sustainability journey

Taking a strategic approach to sustainability can help your organization build resilience, mitigate risks, and enhance your attractiveness to investors, employees, and other stakeholders. Regardless of where you are on your sustainability journey, we help you amplify your impact through integrated communications, impactful storytelling, and effective engagement.

Amplify Your Impact
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Investor Days

We help you make an impact when every detail counts

Whether your market cap is $250 billion or $250 million, an Investor Day is the preeminent event on your IR calendar. We have executed Investor Days for hundreds of companies across all sectors of the economy. Leadership teams rely on our expertise to help shape and communicate their stories. Our philosophy is simple: Every detail matters.

Make an Impact
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Executive Coaching

Inspire, motivate, persuade

We have trained hundreds of senior executives-from Fortune 500 CEOs to the leaders of pre-IPO companies to deliver compelling, message-driven stories that engage and inspire. Learn how to use strategic storytelling to achieve your business objectives and create value.

Speak Persuasively
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IPO Investor Relations

Fostering trust and credibility

The on-ramp to life as a public company can be fraught with missteps. We smooth the road by implementing a pre-IPO communications program that provides strategies and actionable insights, enabling you to navigate your capital markets journey successfully.

Partner With Us
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Transactions & Specialized Programs

Results when it matters most

When the stakes are high, and everything is on the line, we guide leadership teams and boards of directors through a thoughtfully planned strategy to achieve their desired results. Our extensive experience–gained through thousands of engagements–allows us to act quickly, objectively and decisively.

Achieve Your Objectives
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The Sharon Merrill team is a respected source of insight and counsel to Vista Outdoor’s leadership. The SMA team helps us navigate our IR program and holistic messaging needs while informing our content with research and recommendations in areas of high strategic importance such as mission, purpose, ESG, succession, activism, and investor hot button areas. Maureen and her team have helped us craft and successfully execute multiple Investor Days, perception studies and countless quarterly earnings and news events. We greatly value the expert investor relations counsel SMA provides and highly recommend their work.

Kelly ReisdorfChief Communications Officer, Vista Outdoors

When I think back to our first earnings call and compare it to today, it’s amazing how far we’ve come and grown up as a public company – due in large part to Sharon Merrill. Their strategic counsel, understanding of the capital markets, and tireless support at every turn helped to elevate our professionalism, effectively articulate our long-term strategy, and demonstrate our value to our stakeholders.

Craig SchueleExecutive Vice President, Marketing & Business Development, Altra Motion

The team at Sharon Merrill was a hands-on, detail-oriented and creative contributor to our public company communication strategy. They immersed themselves in our business and dedicated the time with management to ensure that they understood the nuances of our growth story and the financial and operational drivers of our company. Sharon Merrill helped us create a clear, concise and persuasive story in our investor deck and helped coordinate our first capital markets showcase. Their working knowledge of investor relations was extremely helpful. I highly recommend the team at Sharon Merrill.

John BelniakManaging Director, Garage + Social, Hagerty

The Sharon Merrill team provided outstanding support and counsel as we hosted our inaugural investor day. The team helped orchestrate many aspects of the event, from vendor coordination, message development, speaker coaching, and day-of logistics. They took the time to understand our business, strategy and management team, which helped to make our investor day successful.

Matt GillmorVice President, Investor Relations, Agilon Health

I worked with Sharon Merrill to upgrade my presentation delivery for my company’s pitch deck. With their expert coaching, I was able to deliver a more focused presentation that highlighted my key selling points, as well as demonstrated the passion that I have for my business. I highly recommend Sharon Merrill as a coach for executives with a desire to tell a compelling story in a dynamic way.

Vanitha KeraCEO Creative Systems & Consulting

Sharon Merrill Advisors has been essential to the Rigetti leadership and communications teams as we navigated transitioning from a private to a public company and beyond. SMA was instrumental in helping Rigetti go public during a particularly challenging year in the capital markets. Throughout this process, SMA worked with us and our bankers to build a database of prospects, set up investor meetings, and provide invaluable strategic counsel. SMA also helped us craft core messaging, garner coverage, secure conference speaking roles, and run sophisticated and targeted investor outreach. We received crucial support from their team in building out our quarterly earnings process, establishing our disclosure practices, and holding our inaugural investor day. I highly recommend partnering with SMA for your investor relations and capital market coaching needs.

Idalia FriedsonChief of Staff to the CEO, Rigetti Computing

As a newly public company, Sharon Merrill Advisors helped us translate our existing Impact initiatives and our new ESG focus areas into a compelling, strategic communications framework for the investor audience as well as the general public. We continue to rely on their guidance regarding best practices in the ESG communications space and the evolution of our own Impact narrative over time. The SMA team is always available to offer trusted advice and I am so thankful for their partnership.

Kory FelkerHead of Sustainability, Hagerty