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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.

Expecting Disappointing News? 6 Tips for Managing Disclosure

Posted on January 5th, 2018. Posted by

Managing Disclosure Crowd-Sourced

The last thing any company wants is disappointing news. But it’s more than likely that your company will experience a bump in the road from time to time. Don’t let the prospect of delivering bad news rattle you. Even the best managed companies can experience a “miss.”

How you communicate that miss can have a lasting impact. Thorough preparation and a well thought out action plan is the best way to ensure things go smoothly. I asked a few of my colleagues to share their advice for the best way to deliver bad news. Here’s what they said:

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10 Investor Relations Best Practices

Posted on December 14th, 2017. Posted by

10 Investor Relations Best Practices

Shareholders, investors, and analysts all have a unique set expectations and a well-thought-out investor relations strategy can help you balance these demands. Executing a successful strategy is essential to your company’s appeal and can help build credibility with Wall Street. We’ve compiled a list of the top 10 things you can do to drive your investor relations strategy and keep investors engaged in your company’s story.

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Dealing with Date Conflicts Around Earnings Calls and Investor Events

Posted on December 6th, 2017. Posted by

Dealing with Date Conflicts Around Earnings Calls and Investor Events

One of the perennial issues during earnings season is setting a date for your quarterly financial release that doesn’t clash with a dozen or so of your peers. By choosing a date that’s too crowded, investor and analyst participation may be low. The same problem can happen when choosing a date for an R&D day or investor day. So how do you go about choosing a date for your event that doesn’t clash with everyone else’s?

The answer is you don’t. Or rather, you shouldn’t waste your time thinking too much about it. First, I’ll talk a little about why you shouldn’t overthink the matter, then I’ll address what you can do to combat low live participation on your call or at your event.

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10 Ways to Prep for the J.P. Morgan Healthcare Conference

Posted on November 15th, 2017. Posted by

10 Ways to Prep for the J.P. Morgan Healthcare Conference

It’s time to start planning for the biggest healthcare investment conference of the year. For four days, investors, bankers, analysts, and business executives will be at the J.P. Morgan Healthcare Conference, from Monday January 8, 2018 through Thursday January 11, 2018, amid back-to-back sessions, corporate pitches, and networking events. From getting organized to figuring out how to maximize meeting time, it’s important to lock down your company’s approach so you can navigate the chaos with ease. Here is a checklist to help you prepare for the J.P. Morgan conference so that you make sure your time spent is a success.

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Investor Relations: The Evolution of a Compelling Biotech Deck

Posted on August 23rd, 2017. Posted by

Evolution of a Biotech Corporate Deck

The story of development-stage biotech companies is one of continuous fundraising. Not until approved products generate enough revenue to ensure a degree of self-sufficiency can you take a break from raising capital.

This process can take many years and many companies won’t make it. Either they’ll be acquired along the way or their product will fail one or more clinical trials.

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Are There Reasons for Optimism in the Healthcare IPO Market?

Posted on July 12th, 2017. Posted by

Are There Reasons for Optimism in the Healthcare IPO Market?

At Westwicke, we’re often asked for our opinion on the state of the market for new public offerings. And the sad truth is that for all but a fortunate few, the IPO window has been shut tight for more than a year.

But the IPO market, like all markets, is cyclical. This bearish view of new public offerings will eventually turn, just as it has many times before.

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Five Don’ts for an Investor Meeting Over Lunch

Posted on June 14th, 2017. Posted by

Five Don’ts for an Investor Meeting Over Lunch

A lunch meeting with an investor provides the opportunity to interact in a more relaxed atmosphere than what you’ll find in typical investor meetings. It’s a chance to build rapport and get to know the investor better. It’s also a nice opportunity to strengthen your investment thesis by providing color and anecdotes supporting your strategic initiatives.

But just because it’s not a conventional business meeting doesn’t mean it’s risk-free. On the contrary, whether it’s with a potential new investor or an update with an existing investor, these informal situations include plenty of opportunities to make costly mistakes.

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How to Deal With That One Difficult Research Analyst

Posted on April 5th, 2017. Posted by

In the film “Peter’s Friends,” Rita Rudner’s character, the star of a fictional sitcom, turns to her husband at the airport and laments, “You know what I hate about being a public figure? The public.”

I’m sure many executives running public companies have shared a similar sentiment from time to time.

The good news is that, alongside your trusted investor relations counsel, there is a group of professionals who can act as a barrier between you and the mass of institutional and private investors, namely sell-side research analysts.

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What to Do When An Investor Meeting Goes Awry

Posted on March 22nd, 2017. Posted by

What to Do When An Investor Meeting Goes Awry

Throughout my 23 years as an institutional salesperson, I had the pleasure to host many interesting and successful investor meetings.

Very few of those meetings went badly, because I always made a point to educate the companies I was traveling with in advance of the meeting. My goal was to make sure the management team had a complete background on the investor they were meeting and a deep understanding of that investor’s investment process and philosophy. I even tried to ensure that the management team knew about any investor’s personality quirks so they would not get thrown off their game during the meeting. Investors can sometimes try to intentionally rattle management teams in order to get them to say things they were not planning to say.

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Why Your Corporate Bench Strength Matters to Investors

Posted on February 16th, 2017. Posted by

Why Bench Strength in Your C-Suite Matters to Investors

The CEO and CFO are the public faces of any company. After all, they are primarily responsible for delivering the organization’s message during earnings calls and investor presentations and interacting with investors during road shows.

However, no great company is comprised solely of just two C-level execs, regardless of how talented they are. The importance of maintaining a solid management team below the CEO and CFO — quality operating officers and division heads, for example — cannot be overstated.

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Navigating an Executive Leadership Change?

With effective communication, you can positively shape public perception and facilitate a smooth transition. Learn more in our eBook, Communications for an Executive Leadership Change.

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