- Brought on board in August 2013 for Q4 listing and ran IR program

- Coverage universe of five analysts created without banking relationships

- $3.5B market capitalization and 40% institutional ownership for 100% retail base previously

- Primary responsibility for IR and PR program strategy and execution

 

- Brought on board in 2014 to develop a new five-year strategic plan for specialty retailer to            

   grow market share and improve profitability

- Partner with management team to draft core plan and outline to the board, employees and investors

- Reworked existing investor slide deck to highlight progress

 

- Set up analyst due diligence day, drafted and edited investor deck

- Created targeting list for "test the waters" road show

- Comprehensive consultation with CEO and CFO for Q&A preparation and messaging

- Planning, preparation and support of highly oversubscribed IPO 

 

- Comprehensive consultation with CFO on banker selection, creating financial reporting

  calendar, corporate governance, IR program

- Set up analyst due diligence day, edit investor presentation, prepare Q&A and scripting

 

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