Back Seat or Front Seat? How IR Can Play a Pivotal Role in the Success of a Transaction

Tuesday, June 7, 2016 | 11:30AM - 12:30PM | Room: Grand Hall A  |   Marketing Outreach & Stakeholder Communications

 |  David Ethridge | Julie Tracy, IRC | Eric Boyer | Victoria Sivrais |

IR plays a significant role in Wall Street’s support of major financial transactions, whether a merger/acquisition, IPO or follow-on offering. This session will include viewpoints from all sides of a deal and will present practical advice from preparation to day-of announcement to post-transaction communications, which often times are more critical than the announcement itself. Our panelist’s diverse expertise will also focus on how investors and analysts evaluate the success of transaction and issues or concerns that are likely to surface post-announcement, as well as potential pitfalls that may arise if a consistent message and clear benchmarks are not communicated.

  • Learning Objective 1: Playing a more strategic role in the transaction process – day-one and beyond.

  • Learning Objective 2: Building credibility with key stakeholders throughout the process, including advisors, management, investors/analysts, and employees

  • Learning Objective 3: Communicating a consistent message that supports the rationale of the transaction and evolves with a potentially shifting shareholder base post-transaction