Need help with Investor Relations? Read our latest eBook. Download Now

Westicke Partners IPO Advisory
Strategic Investor Relations
Independent Capital Markets Advice

Mobile Navigation

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.

6 Things to Do After You File Your S-1

Posted on October 10th, 2018. Posted by

S-1

Congratulations! You have spent the past 12 months — or possibly longer — building relationships with the Street, including investors, bankers, and sell-side analysts. You refined your presentation deck; drafted the S-1 after spending hours in a room with your attorneys, accountants, and management team; and brought your website and its content up to the caliber of a company that expects to be public soon. You engaged with the buy side during test-the-waters (TTW) meetings and, finally, your confidentially filed S-1 has flipped public.

However, U.S. Securities and Exchange (SEC) regulations require that you wait 15 days before the road show begins — so what do you do now?

Continue Reading

The 4 Biggest Mistakes Executives Make With Analyst Communications

Posted on September 20th, 2018. Posted by

analyst-communication

Wall Street analysts can play a key role in a company’s investor relations plan, so executives should approach these relationships carefully. Properly handled analyst relationships can become a significant asset to a company, while missteps may create unnecessary problems — especially considering that analysts may share anything you say with the public markets.

Continue Reading

Will the Hong Kong Exchange Rival NASDAQ For Biotech IPOs?

Posted on September 12th, 2018. Posted by

Biotech-IPO

In April 2018, the Hong Kong Exchange announced a change to its listing rules to allow (among other things) biotechnology companies with no revenue to list on the bourse. The move came as Hong Kong sought to establish itself as a financing hub for pre-revenue companies, in the face of fierce competition from the Chinese mainland and Singapore, exchanges from which had been aggressively wooing companies with fast-growing earnings.

Continue Reading

10 Things Bankers Don’t Tell You About the IPO Road Show

Posted on August 23rd, 2018. Posted by

IPO Road Show

In conjunction with your company’s initial public offering (IPO), your two-week road show will take you across the country and put you in front of hundreds of potential investors. To prepare you for the trip, your bankers will make sure you know the ins and outs of your “story.” However, to make your meetings successful, you’ll want to be aware of a few more tips for success. Here are 10 things you should keep in mind during those IPO road show meetings.

Continue Reading

An Intro to ESG Research Providers and How to Respond to Their Requests

Posted on August 15th, 2018. Posted by

Westwicke - ESG research providers

For companies that want to remain attractive to the investment community, the rise of environmental, social and corporate governance (ESG) investing is an important trend to monitor. In 2018, Morningstar Research estimated that the total assets managed in portfolios that incorporate elements of ESG investing has grown by more than 600 percent over the last decade to $23 trillion worldwide.

Continue Reading

Presenting Your M&A Deal To Wall Street

Posted on July 18th, 2018. Posted by

Westwicke-Partners_M&A

An acquisition carries the promise of growth and change, and a fair amount of risk, for any company. As a buyer, you may be seeking to broaden your service offerings or geographic footprint, add a new technology, transform the company by expanding into a new healthcare segment, or become a bigger player in a consolidating market.

The prospect of change can be exciting and energizing. At the same time, the process — from shopping to deal integration — is complex and requires skillful planning and management.

Continue Reading

Changes to Your IR Plan for Year Two as a Public Company

Posted on July 11th, 2018. Posted by

Westwicke-Partners_IR-Strategy

You have successfully completed your public offering, laid out a solid investor relations strategy, and successfully managed through your first year as a public company. As you enter your second year and once again map out your investor relations and communication strategy, it is important to make sure that plan evolves with you.

While many of the same components of the strategy should remain – a comprehensive buy-side targeting approach, conference and NDRS plans, etc. – there are a number of changes that you must begin to implement to ensure the strategy adapts to your company’s current circumstances.

Continue Reading

The Market for Life Sciences IPOs: Crunching the Numbers

Posted on June 27th, 2018. Posted by

Life Cycle IPOs

We are regularly asked to characterize the market backdrop for potential life sciences IPOs. While biotech ETF performance can offer a glimpse at current conditions, we dug deeper and analyzed recent biopharma index strength, IPO activity and follow-on offerings, among other metrics.

Our analysis indicates the market remains strong, albeit with some signs of moderation.

Continue Reading

Why You Need a Perception Audit

Posted on June 19th, 2018. Posted by

Westwicke Partners Perception Audit

“Fear grows in darkness; if you think there’s a bogeyman around, turn on the light.”

The late journalist Dorothy Thompson may not have directed these words at corporate management, but the sentiment applies all the same.

Turning on the light and finding out how others really see your business can be a scary prospect. Staying in the dark and not knowing, however, can be costly for companies reliant on capital markets.

Continue Reading

Avoiding Missteps That Can Derail Your IPO

Posted on May 31st, 2018. Posted by

Avoiding Missteps That Can Derail Your IPO

An initial public offering marks an important milestone in a company’s journey — a positive one, assuming the process is meticulously designed and implemented. Errors in planning and communication, however, can turn a vital Wall Street debut into a credibility-damaging flop.

Unfortunately, there’s no shortage of examples of IPOs gone wrong. One case of fairly recent vintage: meal-kit delivery service Blue Apron.

Continue Reading

1 2 3 20

READ OUR INSIDER’S GUIDE TO INVESTOR RELATIONS

Click here to download our latest eBook, Westwicke Partners Insider’s Guide to Investor Relations, for our team’s insights on all things IR-related.

LEARN MORE

Our Locations