ICR Acquires Westwicke Partners, North America’s Leading Healthcare-Focused IPO Advisor & Investor Relations Firm. Learn More

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Checklists

Our checklists summarize the best practices and tips to help your business manage corporate investor relations strategies, IPOs, conferences and tradeshows, and more. Get at-a-glance guidance for the most important topics that today’s executives must navigate.

Featured Checklists:

Westwicke ICR Checklist Annual Letter

Your annual letter to shareholders is an important piece of communication with your investors. Here are six tips to make it as effective as possible.

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By getting on the road and telling your story to the Street, you’ll experience many benefits. Here are what we consider the top 10 benefits of non-deal road shows.

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To sift through what really matters during a "banker bake-off" and make sure you select the right banker for your company, focus on these five key areas.

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For months, your bankers have helped you plan for your IPO, but here’s what they might have neglected to tell you. Review this checklist so you can navigate your road show with ease.

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Communication is essential — especially when it comes to your investor relations strategy. Avoid making these mistakes when communicating with investors and maintain your reputation.

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The process of going public is anything but simple. Before you make the transition to a public company, evaluate these key areas to determine your IPO readiness.

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This list will help you develop and manage your relationship with investors. Find out how to drive greater value to your shareholders and execute a successful IR strategy.

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Are you getting ready for the biggest healthcare investment conference of the year? Download our checklist to help your company plan and schedule in advance.

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ICR ACQUIRES WESTWICKE PARTNERS

Westwicke will operate as ICR’s healthcare practice and integrate ICR’s capabilities. Read more in the press release announcement.

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