With over 20 years experience, Phil has advised a wide range of public and private companies and their boards on corporate communications, transaction communications, media relations, crisis communications, and investor relations.
Phil counsels directors and executives on communicating mergers, acquisitions, activist and short defense campaigns, executive transitions, proxy contests, IPOs, restructurings, litigation and regulatory investigations. Recent engagements include voxeljet’s IPO, lululemon athletica on product quality concerns, Furniture Brands on its Chapter 11 bankruptcy filing and sale, Sourcefire on a CEO transition, TRI Pointe Homes merger with Weyerhaeuser’s home building business, The Tile Shop on a short defense, and Cardtronics on litigation support.
Phil joined ICR from RLM Finsbury where he was a Principal and member of the U.S. Executive Committee. Previously Phil was with Marsh & McLennan, head of investor relations at Kroll Inc., and Managing Director at IR boutique Kehoe, White, Savage & Co. He graduated from Fordham University with a BS in finance and received an MBA from Fordham Graduate School of Business.
A seasoned corporate communications counselor and product marketing expert, Terri helps clients better achieve their business goals through thoughtful and strategic communications programs that achieve measurable impact with targeted audiences.
A primary interest for Terri remains advocacy relations. She attributes it to the “thrill and satisfaction” of building strong working relationships between patient organizations and industry to create innovative and award-winning campaigns that make a difference in the lives of patients.
Terri’s strategic thinking and creative programming have impacted patients in a variety of disease areas, including oncology, neurology, respiratory, autoimmune diseases, ophthalmology, cardiology, hematology, endocrinology, children’s health, women’s health, and pulmonology. In addition, she has worked in the personalized medicine arena including molecular diagnostics, Cdx, electrical medicine and genomic sequencing. Terri has helped companies prepare and educate stakeholders during health crises, such as working with McKesson in preparation of delivering the H1N1 vaccine in concert with its partnership with Centers for Disease Control and Prevention (CDC) during the H1N1 Flu outbreak in 2009.
In 2012 Terri was named to the PharmaVoice 100 most influential in the industry. And in 2016 she was named a “Woman of Distinction” by WMD Magazine and was inducted into the 2016-2017“VIP Woman of the Year Circle” by the National Association of Professional Women. She has lectured in numerous industry and academic settings about the need for a strong link between patients and drug, diagnostic, and device development, including as a guest lecturer at the Kellogg School of Management at Northwestern University and the Wharton Undergraduate Healthcare Club. She is a recent graduate of the Goldman Sachs 10,000 Small Businesses program and the Inner City Capital Connections program.
Read Terri’s post: Progress in Patient Advocacy Relations: Great Partners in Challenging Times
Sameer has over 20 years of corporate finance experience including investment banking, equity capital markets and strategic business development. Prior to joining ICR Westwicke, Sameer was the Head of the Equity Capital Markets group and a member of the senior management team at Sanford Bernstein. Sameer was responsible for investment banking coverage and equity capital markets execution and originated and executed numerous equity offerings.
At Bernstein, Sameer had a significant focus on the life sciences space and developed a successful track record in building financial sponsor, venture capital and corporate management relationships. He was actively involved in the execution of IPOs for innovative biotech companies including Alder Biopharma, Foundation Medicine, Portola Pharmaceuticals, Spark Therapeutics and Otonomy.
Prior to Bernstein, Sameer was a Director in the Corporate Finance group at Loughlin Meghji + Company (LM+Co) and played a leadership role in executing debt restructuring engagements on behalf of lenders.
Prior to LM+Co, Sameer was an Executive Director in the Financial Sponsor Group at JPMorgan, where he was responsible for coverage for some of JPMorgan’s premier financial sponsor relationships. Sameer has executed more than 25 LBO and portfolio company related transactions, which involved advising financial sponsors on LBOs worth over $50 billion and raising over $45 billion in capital. Representative transactions include the buyouts for Dunkin Brands, HCA Inc., Michael’s Stores and Domino’s Pizza.
Prior to JPMorgan, Sameer was a Senior Rating Analyst with CRISIL Ltd., which is the leading credit rating agency in India with majority ownership by Standard & Poor’s.
Sameer received his MBA from the Simon Business School, University of Rochester, MMS from the University of Mumbai (India) and BE (Production Engineering) from Shivaji University (India). He holds Series 7, 24, 63 and 79 securities licenses and lives in Summit, New Jersey with his wife and son.
Caroline was most recently a Managing Director in equity research at Cantor Fitzgerald covering medical technology. She previously held senior research positions at MLV & Co., Pacific Growth Equities and Wells Fargo Securities, covering medical devices and diagnostics and has also worked heading investor relations within a publicly-traded life science company. Caroline has participated in numerous IPOs and capital raises for small- to mid-cap companies. Prior to entering equity research, she held engineering and product development positions at Baxter Transfusion Therapies and Eli Lilly and Company. Caroline received her Ph.D. in Biological Engineering from Cornell University and a BS in Biological Systems Engineering from Virginia Tech. She lives in San Francisco, California with her three sons.
Read blog posts by Caroline Corner >>
Chris has over 20 years of experience working within the financial services industry. During this time Chris has worked both as a sell-side and a buy-side analyst. Prior to joining ICR Westwicke, Chris was a Senior Vice President of Research and a member of the Portfolio Management team at Tekla Capital Management (formerly Hambrecht & Quist Capital Management), which manages $2.5 billion in assets and is focused on investing in both public and private healthcare companies. At Tekla, Chris’ responsibilities included in-depth industry coverage of public companies within multiple healthcare sectors including biotech, specialty pharmaceuticals, and the healthcare services area. Responsibilities at Tekla also included working with private companies both as a Member of the Board as well as a Board Observer helping portfolio companies refine corporate strategies, assist in fundraising, and provide Board oversight of corporate exits (trade sales or IPOs).
Prior to working at Tekla Capital Management, Chris was a Vice President at Advest, a full service regional investment bank, where he was hired to be the senior publishing analyst covering the Healthcare Information Technology and Services sector. At Advest, Chris was responsible for starting the healthcare information technology practice and publishing thematic and monthly industry and company reports on the Healthcare Information Technology sector, including thought-leadership pieces on Internet and mobile healthcare technologies.
Chris earned an MBA from Northeastern University and holds a BA in psychology from Hobart College. He lives just south of Boston, Massachusetts with his wife and three girls.
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These therapeutic and device areas include: Alliqua BioMedical, Applied Proteomics, APYX Medical, Avedro, Baebies, Bioventus, Bovie Medical, ConforMIS, GI Dynamics, Greatbatch, Halyard Health, Hansen Medical, Helius Medical Technologies, Hologic, Humacyte, Kinetic Concepts, K2M Group Holdings, Lumenis, Mauna Kea Technologies, Merit Medical, Organogenesis, Preventice Solutions, Rochester Medical, Senseonics, Strand Life Sciences, Synergetics, Tactile Medical, Teleflex, Urologix, Venaxis, Venus Concepts and Vicarious Surgical.
Prior to joining ICR Westwicke, Mike worked as an equity research analyst at T. Rowe Price in Baltimore, Maryland and, in this role, worked closely with small-cap mutual fund portfolio managers, providing industry knowledge and stock recommendations appropriate to each fund’s focus. During his nine years with T. Rowe Price, Mike was involved in all facets of the buy-side investment process for companies across multiple sectors and market capitalization ranges. His responsibilities as an equity research analyst included evaluating new investment opportunities, monitoring existing holdings, valuation analysis, engaging with bankers, analysts and management teams at conferences and industry events. Mike also evaluated transaction-based investment opportunities including M&A events and equity offerings, including IPOs, PIPEs and follow-ons. Mike also spent a year in T. Rowe Price’s Global Investment Services group working on the institutional sales and client service team.
Mike holds a BA from James Madison University and received his Chartered Financial Analyst designation in 2006. Mike also holds a Series 79 securities license and earned the Investor Relations Charter (IRC®) credential in 2018. Mike lives in Ellicott City, Maryland with his wife, Brandi, and daughters, Whitney and Charlotte.
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Previously, John was a Life Sciences Equity Research analyst at Legg Mason Wood Walker, Inc., now part of Stifel Nicolaus, with a focus on both early stage drug discovery companies and pharmaceutical service and product suppliers.
He began his career in operational roles at Primedica Corporation, now a subsidiary of Charles River Labs, and MedImmune, Inc., now a subsidiary of AstraZeneca International. Most recently, he was Director of Finance and Strategic Planning at Lentigen Corporation, a venture-stage biotechnology company, with responsibility for corporate positioning, strategy and capital raising.
John received an MBA from the R.H. Smith School of Business and a BS degree in Microbiology from the University of Maryland at College Park. He lives in Baltimore, Maryland, with his wife and two children.
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