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Investor Days

A successful Investor Day can dramatically enhance valuation, providing investors with key insights into growth strategy, management credibility and bench strength. But an Investor Day also is complex and resource intensive, requiring months of planning and attention to a thousand tiny event details.
That is where we excel. We have helped hundreds of public companies by taking the worry out of what can be an overwhelming and stressful process. Our secret is an experienced team and a well-orchestrated plan underpinned by a thoughtful strategy, clear objectives, and measurable outcomes.
  • Pre-event Street Pulse Audits – Understanding what the Street expects from your company is always important, especially in the months leading up to your Investor Day. We interview your investors and analysts to assess your company’s perceived strengths, weaknesses, and opportunities, and find out what they expect you to cover at your marquee Wall Street event.
  • Presentation Development – We know how to develop complex presentations with compelling messaging, strategic clarity, and powerful graphics. We have a proven process that takes the “overwhelm” out and ensures every speaker stays on track to deliver high-value and cohesive content that resonates with the target audience.
  • Event Production – We have the experience to know that no detail is too small. We help plan and execute a polished and professional event that you can be proud of. From venue selection to AV and webcast partners, to managing the day-of run of show and post-production strategies to leveraging your Investor Day assets beyond the event itself.
  • Speaker Coaching – We live in a hybrid world and that means dynamic speaker delivery is more important than ever and your presenters’ performance will live on beyond the event. Preparedness is key. Our expert speaker trainers know how to prepare your team to deliver presentations that land with your in-room and virtual audience.
businessman delivering a presentation to his colleagues in the boardroom
Group of business persons talking in the office

“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 Gillmor, Vice President, Investor Relations, Agilon Health

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Learn more about our experience with Investor Days


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Hybrid Investor Day Event Brings Business Model to Life

A newly public health services company needed to help investors understand its business model and the power of its proprietary technology platform. SMA planned, coordinated and executed a dynamic hybrid Investor Day that illuminated the company’s story for investors and analysts. Equally important, the equity story crafted for the event served as the cornerstone for the company’s future messaging.
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Virtual Investor Day Event with a “Hands-On” Feel

A well-capitalized transportation technology company sought to differentiate itself from underfunded and underperforming peers. SMA planned, coordinated and executed a virtual investor event—literally a driver’s seat experience of the client’s flagship product—that showcased its technology and crystallized its value proposition in a real-world context.