activist investors
Let them Know
By Andrew Blazier, Senior Associate (to the tune of “Let it Snow”) Oh, the markets worldwide are frightful But your messaging’s so delightful Since the company outlook can grow, Let them know! Let them know! Let them know! Your strategy isn’t popping Though commodities are dropping Although growth, it has been slow, Let them…
Three Step Approach to Social Media for Investor Relations
By Dennis Walsh, Vice President I recently moderated a webinar hosted by NIRI on social media strategies for investor relations. On the panel with me were David Jackson, CEO, Seeking Alpha; RJ Jones, Investor Relations Officer, Zillow; and Andrew Shapiro, Founder, President and Portfolio Manager, Lawndale Capital Management. The discussion made clear that professional investors…
10 Tips for Dealing with Shareholder Activism
By Maureen Wolff, President and Partner, Sharon Merrill Associates For many companies, a looming activist shareholder is no longer the exception – it’s the rule. One reason is that an increasing number of hedge funds are using activism as a standalone strategy. Assets managed by activist hedge funds increased 42% in 2013 to $93 billion from $65.5…
Sharon Merrill President and Partner Maureen Wolff selected as 2014 NIRI Fellow
Sharon Merrill Associates President and Partner Maureen Wolff was selected as one of five new National Investor Relations Institute (NIRI) Fellows. NIRI Fellows are recognized leaders who represent the ideals of the investor relations (IR) profession, and have distinguished themselves on the basis of their integrity, leadership, involvement and contributions to the IR profession throughout…
Shareholder on a Shelf: An Earnings Tradition
By Dennis Walsh, Vice President The Shareholder on a Shelf is a new tradition that has become the holiday gift of choice for IROs to their executive management teams. The story of the Shareholder on a Shelf is as follows: “Have you ever wondered how the SEC could know; If you’re naughty or nice in…
The Greatest Social Media for Investor Relations Panel Ever*
By Dennis Walsh, Vice President & Director of Social Media *Okay, so I may be biased since I was the moderator, but this panel session at the NIRI’s 2013 Annual Conference had all the elements necessary to help IR professionals develop a strategy for using social media for IR. Attendees heard from David Urban, Director…
Preparing for a Social Media Crisis
By David Calusdian, Executive Vice President & Partner I recently participated as the designated “social media expert” as part of a crisis communications case study session at the 2012 NIRI Southwest regional conference. This year’s conference was held in New Orleans and the session centered on a fictitious publicly held bead manufacturing company (apropos for…
Notes from a NIRI Annual Conference Attendee
By Dennis Walsh, Senior Consultant & Director of Social Media Last week, I attended the NIRI Annual Conference. It was very educational and an incredible opportunity to meet and exchange ideas with many of the approximately 1,300 investor relations professionals from more than 20 countries that attended the event in Seattle. NIRI organized more than…
Achieving Nirvana for Your M&A Deal – Lessons Learned in Seattle
By Jim Buckley At the recently concluded NIRI National conference in Seattle, I was invited to moderate a panel entitled Communicating the Deal: How IR Can Drive Success. The session featured a seasoned cast of practitioners who have successfully navigated an assortment of M&A transactions ranging from strategic purchases and spinoffs to hostile takeovers and…
What’s In/What’s Out for Investor Relations in 2012
By Jim Buckley To kick off the New Year, we decided to renew an old Sharon Merrill tradition and take a lighthearted look at what’s in and what’s out in investor relations and related areas in 2012. Hope you enjoy, and have a happy and successful 2012.