This Week in IR Trending: › Why Brian Thompson's Killing Has Prompted Companies To Think About Executive Safety And Corporate Purpose (IR Magazine) › The New Currency Of Power: The Role Of AI In Targeted Investor Engagement (IR Magazine) › Stuck in the Middle with ESG: What Companies Can Expect in 2025 & Beyond (Harvard Law School Forum on Corporate Governance) #SharonMerrillIR #InvestorRelations #AI
Sharon Merrill Advisors
Public Relations and Communications Services
Boston, Massachusetts 2,250 followers
Strategic Investor Relations Advisory Firm
About us
We drive value creation in today’s dynamic capital markets through strategic communications and investor relations. Our clients rely on our direct and candid counsel, Wall Street expertise, and exceptional communications skills to distill complex information, build critical stakeholder relations, and navigate high-stakes situations. Whether you need to sharpen your story or reach the right investors, we deliver strategic communications that resonate with your stakeholders and positively influence your market value. Our website is investorrelations.com.
- Website
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http://www.InvestorRelations.com
External link for Sharon Merrill Advisors
- Industry
- Public Relations and Communications Services
- Company size
- 11-50 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Investor relations counsel; Investor targeting; Investor perception studies; IPO programs; Presentation development; Crisis communications; Transactions communications; Media relations; Presentation coaching; Executive visibility; Event planning and ESG
Locations
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Primary
Get directions
33 Arch St
15th Floor
Boston, Massachusetts 02110, US
Employees at Sharon Merrill Advisors
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Nicholas Manganaro
Vice President at Sharon Merrill Associates, Inc.
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Scott Solomon
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David Calusdian
Investor Relations; Executive Presentation Coaching; ESG Communications; Corporate Positioning; Crisis Communications
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Polly Pearson
Global Communications Executive | Investor Relations | Stakeholder Engagement | IPO | C-Suite and BOD Advisor
Updates
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🚨 Join Our Complimentary Virtual Roundtable on Shareholder Activism & Dealmaking under Trump 2.0! 🚨 On December 17 at 2 PM ET, Sharon Merrill Advisors and CommPRO invite you to an exclusive virtual event exploring how the incoming Trump administration could fuel a surge in shareholder activism and activist-driven dealmaking. Learn from top experts in the field, engage in a live Q&A, and stay ahead of the curve on trends shaping the future of business. Sharon Merrill’s Maureen Wolff will be joined on the panel by moderator Keith Gottfried (Gottfried Shareholder Advisory), Stephen L. Brown (KPMG), Robert "Bob" Marese (MacKenzie Partners), and Dan Scorpio (H/Advisors Abernathy). Space is limited—register to reserve your spot: https://lnkd.in/dw_-eve3 #ShareholderActivism #Dealmaking #freewebinar #ActivistInvestor #MergersandAcquistions
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This Week in IR Trending: › What CFOs Should Know About The State Of The AI Market (CFO) › IR Use Of AI Shifts Up A Gear Thanks To Tailored Tools, Trusted Data And A Little Help From Friends (IR Magazine) › Activists Continue to Target Director Tenure (Harvard Law School Forum on Corporate Governance) #SharonMerrillIR #InvestorRelations #AI
What CFOs Should Know About The State Of The AI Market
email.investorrelations.com
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This Week in IR Trending: › Would You Ever Put An AI-Generated Version Of Your CEO In Front Of Investors? (IR Magazine) › Sink Or Swim? How Governance Provided A Winning Formula For 2021 IPOs (Harvard Law School Forum on Corporate Governance) › Top Takeaways From 2024 MIT Sloan CFO Conference (CFO Dive) #SharonMerrillIR #InvestorRelations
Would You Ever Put An AI-Generated CEO In Front Of Investors?
email.investorrelations.com
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This Week in IR Trending: › Directors: Know The Risks Before Caving To Activist Demands For A Public Sales Process (Harvard Law School Forum on Corporate Governance) › CFOs Hope To Ramp Up AI Investment (CFO) › C-Suites Vie For Shrinking Pool Of Experienced CFOs: Russell Reynolds (CFO Dive) #SharonMerrillIR #InvestorRelations
Know The Risks Before Caving To Activist Public Sales Process Demands
email.investorrelations.com
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SMA President David Calusdian presented with Darrell Heaps and Ash Aulds about #AI in Investor Relations as part of Q4's AI Masterclass in Boston. Certainly an exciting and rapidly evolving area of IR!
Back home after an incredible AI Masterclass in Boston last week! A huge thank you to the 40 customers, partners, and prospects who registered to explore how AI and analytics are revolutionizing earnings processes. A special thanks to David Calusdian for sharing practical examples of using free tools like ChatGPT to streamline IR tasks. This was particularly valuable for attendees just beginning their AI journey. From there, we dove into the Q4 Platform, where I had the privilege of learning from our customers and demonstrating how our AI-powered earnings tools—like transcript summaries and the Earnings Co-Pilot—are saving IROs up to 20 hours per quarter. It’s incredible to see the measurable impact these tools are having on efficiency and outcomes. The highlight of the event was unveiling our latest innovations, which extend well beyond earnings to transform the entire Investor Relations workflow—from targeting and peer analysis to reporting and beyond. Huge thanks to Ash Aulds (member of our AI advisory board) who joined me on stage to share his real-world experience using these new beta tools. His insights on how they’re saving days of effort and delivering unique, actionable insights were truly inspiring! But we’re just getting started. I’m excited to keep the momentum going at IR Magazine’s AI Forum in New York on December 3. https://lnkd.in/gj9dnF_9 It’s an incredible opportunity to continue the conversation about how AI is shaping the future of Investor Relations. If you’re passionate about what’s next in IR, I hope to see you there! #AIforIR #investorrelations
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This Week in IR Trending: › 4 Expert Insights On How CFOs Can Be Better Leaders In 2025 (CFO) › Can Sustainable Divesting Pressure Companies To Improve Their Environmental Profiles? (IR Magazine) › U.S. Shareholder Proposals: A Decade in Motion (Harvard Law School Forum on Corporate Governance) #SharonMerrillIR #InvestorRelations
4 Expert Insights On How CFOs Can Be Better Leaders In 2025
email.investorrelations.com
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This Week in IR Trending: › What Does a Shareholder Engagement Program Look Like? (Harvard Law School Forum on Corporate Governance) › Ditching Dr. No: Tips For CFOs Navigating AI, Tech’s Promises, Pitfalls (CFO Dive) › Trump’s Victory May Not Mean What You Think It Does For ESG Disclosures (IR Magazine) #SharonMerrillIR #InvestorRelations
What Does a Shareholder Engagement Program Look Like?
email.investorrelations.com
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Are you looking for a meaningful way to connect with investors without the planning complexities and investor expectations of a full in-person #investorday? Sharon Merrill Advisors and Q4 are presenting "Innovative Investor Events: The Ultimate Guide to Virtual Investor Days." What You’ll Gain: Strategic Planning: Learn when and why a virtual event is the right choice for your investor relations needs. Audience Engagement: Discover best practices for maximizing impact and connecting with your audience. Enhanced Storytelling: Elevate your presentations with non-traditional production elements that leave a lasting impression.
Innovative Investor Events: The Ultimate Guide to Virtual Investor Days
https://q4blog.com
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This Week in IR Trending: › Are CFOs More Valuable To Companies Than CEOs? (CFO) › When It Comes To AI, CFOs Must Get Their ‘Hands Dirty’: EY (CFO Dive) › CFOs Lukewarm On Reaching Climate Targets (CFO) #SharonMerrillIR #InvestorRelations
Are CFOs More Valuable To Companies Than CEOs?
email.investorrelations.com