Sharon Merrill has more than 30 years of experience helping clients navigate a wide range of investor relations issues. We have earned a national reputation as preeminent industry thought leaders. Our clients stay with us for many years because they value the counsel of our senior-level IR experts and they count on the fact that we deliver results.

Strategic Positioning & Messaging – Articulating messages that resonate with investors

Strategy & Planning – Developing investor relations campaigns that get results

Investor Identification & Meetings – Identifying the right investors to enhance your shareholder base

Shareholder Activism – Executing effective corporate control strategies

IPO Programs – Communicating pre-IPO and developing best-in-class IR programs

Quarterly Earnings Results – Crafting the right messages to achieve positive outcomes

Perception Audits – Conducting surveys that yield actionable insight from investors

Investor Days – Ensuring successful events through strategic planning and logistical know-how

Transaction Communications – Communicating deals effectively to gain stakeholder support

Regulation FD and IR Training – Ensuring that management avoids regulatory pitfalls

Competitive Intelligence – Tracking your peers’ stories so you can better communicate your own

Proxy GamePlan™ – Achieving proxy vote success through data-backed shareholder engagement

To find out how Sharon Merrill can help upgrade your investor relations program, call us at 617-542-5300 or send an e-mail to

Learn more about our experience and thought leadership

Case Study – Meetings and Introductions

Analyst meetings in key U.S. money centers, combined with a well-attended Investor Day and business media interviews, generated awareness on Wall Street for a newly public software company. As a result, sell-side coverage quadrupled and institutional ownership doubled.

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Case Study – IPO Program

Investor outreach and media coverage create visibility for a technology company following its IPO. As a result, institutional ownership more than doubled, valuation nearly tripled, and the company saw strong growth in its Fortune 1000 customer base.

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Blog – What Makes for a Successful IR Program?

We surveyed a sampling of buy-siders, asking “What qualities and activities do you believe are most important to the success of a company’s investor relations program?” The answers may surprise you.

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