Sharon Merrill Advisors

David Calusdian speaks on "Navigating SPAC Investor Relations" on The Investor Relations Podcast.

SMA President David Calusdian appears in a "mini clip" video with Joshua Wilson on The Investor Relations Podcast about IR's role in IPOs!

Mastering Guidance: Communicating Effectively for Investor Confidence Clear, transparent, and consistent communication can make or break investor trust. In Part 3 of our Mastering Guidance series, we explore how guidance isn’t just about the numbers—it’s about the narrative. Read Part 3 now below! #InvestorRelations #EarningsGuidance #FinancialCommunication #InvestorConfidence #Leadership

This Week in IR Trending: ??Rethinking IR Performance Measurement: How AI and Financial Models Can Help Calculate Impact In Dollars and Cents (IR Impact) ? The Changing Tides of the SEC Under the Second Trump Administration (Harvard Law School Forum on Corporate Governance) ? 6 Takeaways From Warren Buffett’s Latest Investor Letter (CFO) #SharonMerrillIR #InvestorRelations #AI

This Week in IR Trending: ??The IPO Market Is Ready For A Comeback, Says Armanino’s Dean Quiambao (CFO) ? Scaling Investor Relations With A ‘Team Of One’ (IR Impact) ? Rethinking Shareholder Contracting: The Design of Corporate Altering Rules (Harvard Law School Forum on Corporate Governance) #SharonMerrillIR #InvestorRelations #AI

This Week in IR Trending: ??The Evolving Anti-DEI and Anti-ESG Landscape: Implications for the Public Sector (Harvard Law School Forum on Corporate Governance) ? Execs Ramp Up Focus On Cost Control As A Productivity Tool (CFO) ? SEC Seeks Pause In Litigation Over Climate Disclosure Rule (Governance Intelligence) #SharonMerrillIR #InvestorRelations #AI

An Investor Day is a strategic opportunity to tell a compelling story and generate investor and analyst interest. With expectations higher than ever, it’s crucial to elevate your event to make a lasting impact. In our latest blog, we provide key areas for Investor Day success in 2025! #InvestorDay #InvestorRelations #CorporateStrategy #Leadership #EventPlanning #2025

This Week in IR Trending: ??Why CFOs Of Publicly Listed Companies Need Personality To Succeed (IR Impact) ? CEO and C-Suite ESG Priorities for 2025 (Harvard Law School Forum on Corporate Governance) ??Dealmakers Are Ready For A Big 2025 (CFO) #SharonMerrillIR #InvestorRelations #AI

This Week in IR Trending: ??SEC Enforcement: 2024 Year in Review (Harvard Law School Forum on Corporate Governance) ? Off-Season Engagement Highlights Shifting Views On ESG (IR Magazine) ??Equity Plan Proposals: Strong Shareholder Support Continued in 2024 (Harvard Law School Forum on Corporate Governance) #SharonMerrillIR #InvestorRelations #AI

Considering a SPAC transaction? The route to becoming a public company has its perks, but it also comes with unique challenges—especially when it comes to investor relations. In our latest blog, we dive into the key strategies that can make or break a SPAC transaction: - How to craft messaging that grabs investors’ attention and builds trust - The must-have investor relations framework for a smooth transition to public markets - Preparing leadership to shine in the spotlight of public company responsibilities - The critical steps to ensuring regulatory compliance from day one - How proactive stakeholder engagement can set you up for long-term success #SPAC #InvestorRelations #PublicMarkets #Leadership #Compliance #Growth