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Westwicke Blog

The Westwicke Blog is designed to deliver information and insights into the ever-changing world of investor relations and the capital markets, with a specific focus on the healthcare industry.

What to Consider When Choosing a Data Room

Posted on July 5th, 2017. Posted by

What to Consider When Choosing a Data Room

At some point during your company’s growth, you will need to share sensitive data with investors and financial professionals by using a data room. In the old days, a data room was just that: a room filled with printed files and reams of paper containing patent descriptions, clinical data, and financial projections.

Today, data rooms are usually virtual. And with hackers increasing their efforts (and their ability) to steal sensitive data, it’s vital you consider security as well as service and convenience as you evaluate data room solutions.

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Six Ways to Make the Most of Dinner with a Research Analyst

Posted on May 3rd, 2017. Posted by

Six Ways to Make the Most of Dinner with a Research Analyst

Dining with one of your analysts can be nerve-racking, but it really doesn’t need to be.

Sharing a meal at a restaurant should make for a less formal meeting than one conducted in a boardroom. The mood should prove to be friendlier and less business-like, and conversations rarely venture deep into the numbers.

Over dinner, analysts frequently probe for “color” related to previously disclosed themes to gather the kind of details that can animate their coverage and talking points for investors.

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Four Tips for Managing Your Quarterly Quiet Period

Posted on February 1st, 2017. Posted by

Four Tips for Managing Your Quarterly Quiet Period

We’re often asked for advice on managing quarterly quiet periods successfully, so that management can focus on tying up financials and developing good messaging for the earnings call and press release.

A well-thought out and consistently applied quiet period can provide a much-needed respite from investor communications for management around busy quarter ends. But one reason for confusion about them is that, unlike quiet periods following an IPO, which are closely regulated by the SEC, end-of-quarter quiet periods are more loosely defined and not strictly regulated.

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Do’s and Don’ts for Working With Your Investor Relations Advisor

Posted on September 21st, 2016. Posted by

Do’s and Don’ts for Working With Your Investor Relations Advisor

We’ve met with plenty of companies over the years that are unsatisfied with the service they’re getting from their existing investor relations advisor (and some of them are happy clients of ours today). In many cases, they really weren’t getting great service. But all great relationships are two-way streets. So to ensure that you have the best possible relationship with your partner, keep these do’s and don’ts in mind.

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Westwicke Enters Partnership with Consilium Strategic Communications

Announcing our exciting new partnership that extends the Westwicke Partners footprint internationally.

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