IPO support and 10-year integrated IR/PR program for a successful net lease REIT
Engaged by private REIT owned by a large global alternative asset management firm to deliver a best-in-class, integrated IR and PR program to support a successful IPO and ongoing access to debt and equity capital to fund growth.
Assisted with all aspects of IPO preparation and planned and executed a robust IR and PR program for 10 years.
Crafted IR messaging and communications materials focused on client’s differentiated platform and approach to providing capital solutions to middle-market companies.
Created and implemented Wall Street targeting and marketing program, expanding sell-side coverage from 7 to 17 equity analysts and institutional investors from 48 to ~550.
Orchestrated several large-scale investor days.
Planned and managed communications and media around announcement of Berkshire Hathaway’s 10% investment in the company.
Generated media coverage in all major trade and business media from CNBC to REIT magazine and secured numerous awards.
Supported crisis communications during COVID and leadership transitions.