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Posts by Tom McDonald

Tom McDonald

Tom McDonald is a Partner/Managing Director and Head of Business Development. He is responsible for marketing the firm’s capabilities to potential new clients as well as the institutional investment community.

4 Benefits of Conducting a Perception Audit

Posted on October 20th, 2021. Posted by

Full,Length,Portrait,Of,Business,Team,Stand,Near,The,Window

Do you know how the investment community views your company, including your products, leadership team, business strategy, and financial performance? Asking the tough questions and opening your company up to potential negative feedback can be a scary prospect, but it’s well worth it. By conducting a perception audit — an independent investigation into investor and analyst impressions of a company — your company can realize the following benefits. 

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Get Quoted: 5 Tips for Engaging with the Media

Posted on October 10th, 2021. Posted by

man making a statement to the media

Securing media coverage can be a fantastic opportunity to tell your company’s story, boost your reputation, and exhibit credible thought leadership in your industry. However, delivering articulate quotes can be challenging.

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7 Tips for a Successful Crisis Simulation

Posted on August 24th, 2021. Posted by

7 tips for a successful crisis simulation

Just as schools and businesses run occasional fire drills, your company should periodically pressure test your crisis communications plan. To truly understand if and how the plan will work, your management team and employees need to see how your strategy will play out in a realistic scenario. 

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Developing Your Company’s Crisis Communications Plan: 5 Critical Steps

Posted on July 22nd, 2021. Posted by

Developing Your Company's Crisis Communications Plan 5 Critical Steps

No matter how careful you are as a company, you can quickly find yourself in the center of a crisis you didn’t expect. When that crisis disrupts operations or threatens the reputation of the company, you must act swiftly but carefully.

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What is an 8K and how do you read one?

Posted on July 8th, 2021. Posted by

what-is-an-8k-and-how-do-you-read-one

What is an 8-K?

Form 8-K, also known as an 8K, is a form that is filed by public companies to notify their shareholders and the Securities and Exchange Commission (SEC) when an unscheduled material event takes place. In other words, it’s an announcement that a major event or corporate change that may be of interest to investors, has occurred. Form 8K is known as a “current report” and is filed in addition to an annual report on Form 10-K and a quarterly report on Form 10-Q.

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Top 10 Questions to Ask Sell-Side Analysts

Posted on June 21st, 2021. Posted by

top 10 questions for sell-side analysts

There’s a saying in investor relations: “You date your investment bankers, but you marry your research analysts.” Essentially, this means that a sell side analyst who covers your company will remain your partner for the long run. Investment bankers, on the other hand, work with a long list of companies and deal with jam-packed, demanding schedules. They don’t disappear after the initial public offering (IPO), but the time they can devote to your company diminishes.

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The Evolution of SPACs: New Challenges and Opportunities

Posted on May 20th, 2021. Posted by

Evolution of SPAC

Special purpose acquisition company (SPAC) activity has exploded in the past two years, from 59 transactions in 2019, to 248 deals in 2020, to 308 SPACs so far in 2021. However, SPACs are not new. This type of transaction has been around for decades, continually evolving as it rises and falls in popularity.

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Quiet Periods FAQ: What You Need to Know

Posted on April 22nd, 2021. Posted by

Quiet Periods

Unlike quiet periods following an IPO, which are closely regulated by the Securities and Exchange Commission (SEC), end-of-quarter quiet periods are more loosely defined and not strictly regulated.

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Form 8-K or Press Release: Know the Difference When You Disclose News

Posted on March 4th, 2021. Posted by

Form 8-k or Press Release

One of our clients, a recently public diagnostics company, settled an ongoing royalty dispute with a major pharmaceutical company. The settlement amount was significantly lower than what our client had accrued, resulting in nearly $750 thousand upside to their P&L in the upcoming quarter.

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Our Most-Read Investor Relations Posts of 2020

Posted on February 23rd, 2021. Posted by

Top 2020 Westwicke Content

No one would argue that 2020 was unique and challenging for almost every industry, including healthcare. The year forced both public and private companies to reconsider many aspects of how they do business and communicate with the investment community. As we all adapted and learned, our Westwicke blog covered a variety of investor relations topics, both pandemic related and not. Below are some of the most popular blog posts we published this year.

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