Forbes: Rules of the Road for Successful Investor Communications

(This article originally appeared in Forbes.) The main reason that companies go public is to gain ongoing access to growth capital. That said, many companies endure the arduous process of becoming public yet fail to optimize their access to capital, primarily due to ineffective engagement with Wall Street.

Moira Conlon Recognized As 2022 NACD Directorship 100™ Honoree

The National Association of Corporate Directors (NACD) announced the 2022 NACD Directorship 100™—the most influential peer-nominated leaders in the boardroom and corporate governance community. Included among this year’s esteemed honorees is Moira Conlon, Founder and President of Financial Profiles.

IR Magazine: Making the Most of Year-End Communications

By Moira Conlon for IR Magazine: “Today’s year-end communications must present a consistent strategy and narrative across documents, incorporate the IR story and value-creation messaging, and look like they came from the same company from a voice, design and branding perspective. Against this backdrop, many companies are struggling to determine which documents to produce, what content to include in each and – given that these documents are often created by different teams – who is responsible for coordinating the process.”

CFO Magazine: 7 Keys to Communicating an M&A Deal Effectively

By Moira Conlon for CFO Magazine: “Just when you think that merger and acquisition transaction numbers can’t get any higher, they keep breaking records. If your organization is planning an M&A transaction in 2022 or any other time, you need to be ready to tell your story well and sell the deal to all stakeholders. Following are the critical points to keep in mind.”

Banks – Q1 2022 Earnings Season Themes

Loan Growth: Loan demand increased in the second half of 2021, driven by an expanding U.S. economy and the fading impact of the coronavirus pandemic, with management teams citing strength in both commercial and commercial real estate lending. However, since the start of the year, inflationary pressures intensified and have since been amplified by the […]

Banks – Q4 2021 Earnings Season Themes

Fourth quarter earnings releases and conference calls take on greater importance as they help to set expectations for the coming year and establish strategic priorities. Entering 2022, we believe investors are favoring banks that are positioned to drive above average loan growth, see an outsized benefit from rising interest rates, and have differentiated technology platforms […]