Posted on August 23rd, 2018. Posted by Tom McDonald
In conjunction with your company’s initial public offering (IPO), your two-week road show will take you across the country and put you in front of hundreds of potential investors. To prepare you for the trip, your bankers will make sure you know the ins and outs of your “story.” However, to make your meetings successful, you’ll want to be aware of a few more tips for success. Here are 10 things you should keep in mind during those IPO road show meetings.
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Posted on August 15th, 2018. Posted by Jack Powell
For companies that want to remain attractive to the investment community, the rise of environmental, social and corporate governance (ESG) investing is an important trend to monitor. In 2018, Morningstar Research estimated that the total assets managed in portfolios that incorporate elements of ESG investing has grown by more than 600 percent over the last decade to $23 trillion worldwide.
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Posted on July 18th, 2018. Posted by Mike Vallie
An acquisition carries the promise of growth and change, and a fair amount of risk, for any company. As a buyer, you may be seeking to broaden your service offerings or geographic footprint, add a new technology, transform the company by expanding into a new healthcare segment, or become a bigger player in a consolidating market.
The prospect of change can be exciting and energizing. At the same time, the process — from shopping to deal integration — is complex and requires skillful planning and management.
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Posted on July 11th, 2018. Posted by Chris Brinzey
You have successfully completed your public offering, laid out a solid investor relations strategy, and successfully managed through your first year as a public company. As you enter your second year and once again map out your investor relations and communication strategy, it is important to make sure that plan evolves with you.
While many of the same components of the strategy should remain – a comprehensive buy-side targeting approach, conference and NDRS plans, etc. – there are a number of changes that you must begin to implement to ensure the strategy adapts to your company’s current circumstances.
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Posted on June 27th, 2018. Posted by Constantine Davides
We are regularly asked to characterize the market backdrop for potential life sciences IPOs. While biotech ETF performance can offer a glimpse at current conditions, we dug deeper and analyzed recent biopharma index strength, IPO activity and follow-on offerings, among other metrics.
Our analysis indicates the market remains strong, albeit with some signs of moderation.
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Posted on June 19th, 2018. Posted by Peter Vozzo
“Fear grows in darkness; if you think there’s a bogeyman around, turn on the light.”
The late journalist Dorothy Thompson may not have directed these words at corporate management, but the sentiment applies all the same.
Turning on the light and finding out how others really see your business can be a scary prospect. Staying in the dark and not knowing, however, can be costly for companies reliant on capital markets.
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Posted on May 31st, 2018. Posted by Tom McDonald
An initial public offering marks an important milestone in a company’s journey — a positive one, assuming the process is meticulously designed and implemented. Errors in planning and communication, however, can turn a vital Wall Street debut into a credibility-damaging flop.
Unfortunately, there’s no shortage of examples of IPOs gone wrong. One case of fairly recent vintage: meal-kit delivery service Blue Apron.
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Posted on May 9th, 2018. Posted by Tom McDonald
Establishing credibility in the investor community is key to your company’s success. Delivering a simple story, consistent metrics, and financial transparency are all ways to build relationships with your company’s stakeholders. But even one minor mistake can put a chip in your reputation. What are the credibility busters you should avoid that could negatively shape investor perception? Here are the top 10 things you should work hard to avoid.
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Posted on April 25th, 2018. Posted by Rob Leggat
The newly implemented MiFID II regulation, aimed at improving fairness and transparency in financial markets, may bring about important changes in the way many publicly traded companies in the United States introduce themselves to desirable investors.
In a post-MiFID II environment, it is imperative that management teams of public healthcare companies take a proactive approach to shareholder targeting and their corporate-access strategy.
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Posted on April 18th, 2018. Posted by Patti Bank
Who doesn’t want new analyst coverage for their stock? As new coverage is generated, your stock becomes more visible, which, in turn, can potentially create more demand. When strategizing on which analysts make the most sense to cover your stock, there are several factors to consider. First and foremost, the main thing you should keep in mind is that getting the analysts you want to follow your stock is usually challenging and can typically take time, so set your expectations about new analyst coverage accordingly.
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