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Posts by Tom McDonald

Tom McDonald

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

COVID-19 Guidance for Businesses: How to Handle Scheduled Events Like Investor Days

Posted on March 24th, 2020. Posted by

COVID-19 Guidance for Businesses: How to Stay Visible

Over the past few weeks, cities, states, and businesses have begun taking measures to help slow the spread of COVID-19. For many companies, that means encouraging or requiring employees to work from home. For others, it means cancelling conferences, meetings, and investor days.

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What to Do After You File Your S-1

Posted on March 12th, 2020. Posted by

S-1 Checklist

During the year (or more) before your company goes public, you’ll be in a constant state of activity, from building relationships with investors, bankers, and sell-side analysts, to engaging in test-the-waters meetings. However, once your S-1 flips public, the U.S. Securities and Exchange Commission (SEC) requires that you wait 15 days before your road show begins. That doesn’t mean you should sit back and relax, though. Use this checklist to maintain your company’s momentum and progress during this time.

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3 Predictions About the IPO Market in 2020

Posted on January 9th, 2020. Posted by

IPO predictions

Financial markets are notoriously difficult to predict. However, armed with decades of Wall Street experience, our investor relations professionals know what can create a strong IPO market — and what can close that window of opportunity.

As we enter the new year, there are several factors to consider for companies that may be considering an IPO. Based on our experience, here are our predictions for the life sciences IPO market in 2020.
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How to Conduct a Perception Audit

Posted on December 18th, 2019. Posted by

Perception Audit

Finding out how others view your company can be intimidating, but to make sure your business is headed in the right direction, it’s necessary. A perception audit — an independent investigation into investor and analyst impressions of a company — can help you benchmark your progress over time, identify ways to improve your investor relations plan, and pinpoint any misperceptions in market views. Learn the basics of how to conduct a successful perception audit with this checklist.

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4 Pieces of Advice for Successful Earnings Calls

Posted on September 12th, 2019. Posted by

4 Pieces of Advice for Successful Earnings Calls

Earnings calls are your opportunity to communicate your company’s story to the world. These calls give analysts and investors insight into the progress you’re making on financial metrics and clues about future performance. It’s critical to make these calls count.

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5 Ways to Improve Your Press Release Review Process

Posted on June 25th, 2019. Posted by

Your PR Review Process

When your company issues a press release, it shouldn’t catch anyone in your company by surprise. If it does, your leaders won’t be able to properly prepare for incoming analyst questions — and that could be disastrous. That’s why it’s essential to have an established internal process for issuing public information. If you don’t have a process — or find that it often breaks down and becomes ineffective — here are five strategies to implement.

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6 Core Elements of an Effective IR Plan

Posted on May 16th, 2019. Posted by

6 Core Elements of an Effective IR Plan

The relationships you build with investors are crucial to your overall business strategy. But as you develop a strong investor relations (IR) plan, consider the following core elements that will help you build a credible reputation with the right audience. From fine-tuning your messaging to nurturing shareholder relationships to selecting the right partner, the investments you make now, will pay off over the long-term.

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8 Best Practices of an Effective Earnings Call

Posted on March 26th, 2019. Posted by

8 Best Practices of an Effective Earnings Call

Your earnings calls are more than just numbers – they present an important opportunity to make a favorable impression and add context to your financials while establishing expectations for investors. Prepare your team and set yourself up for a successful earnings call with these eight, simple best practices.

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How (and How Often) to Conduct a Perception Study

Posted on March 15th, 2019. Posted by

How (and How Often) to Conduct a Perception Study

“Honesty is the first chapter in the book of wisdom.”
— Thomas Jefferson

Just as honesty fuels wisdom on life’s great matters, candid thoughts from outsiders can prove invaluable for corporate executives seeking to learn how key market participants view their company. A perception study can play a vital role in gathering these opinions.

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6 Tips for an Effective Annual Letter to Shareholders

Posted on February 7th, 2019. Posted by

Annual Letter to Shareholders

To some companies, the annual letter to shareholders is an art. Warren Buffet, for example, may write a 30-page letter that addresses a range of topics — some that have little relevance to the letter’s intended audience. However, as you prepare to release your annual letter to shareholders, the best approach for most companies is to keep it clear and concise. This letter is an important piece of communication with your investors, and it should clearly lay out your vision, goals, and milestones achieved. Here are six tips to make your letter as effective as possible.

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Investor Relations Primer: The Basics of an Effective Plan

Learn about the essential elements in a comprehensive investor relations plan by downloading our latest eBook, Investor Relations Primer: The Basics of an Effective Plan.

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