New Era Of CEO Financial Communications

By now, most CEOs have internalized the importance of consistent messaging to financial audiences. “Say it, say it again and remind them that you have said it” is a phrase repeated ad nauseum by communications professionals over the past few…

July 13th, 2017

Convincing Shareholders An Acquisition Is Transformational

With shifting global market dynamics, rapid advancements in technology, and evolving customer demands, companies are increasingly seeking growth to drive shareholder value creation through transformational acquisitions. These large “bets” are replacing a “go-slow” approach with tuck-in acquisitions or organic growth….

May 3rd, 2017

Industrials, The Short-term Trap Of Not Talking Innovation

We recently spent two days taking in management interviews and presentations at an Industrials investment conference in New York. With a few exceptions, the message was the same: “Business is tough, we’re de-leveraging, and M&A remains an important part of…

May 23rd, 2016

Share Buybacks Mask No Growth Environment

What’s the big deal about Brexit from a US investor perspective? Probably not much, if FactSet’s analysis on revenue exposure is correct. No sector has more than 6.5% of its revenues exposed to the UK. US total exports to the…

May 23rd, 2016

Analyst Increasingly See Through Pro Forma Reporting

As if a tough quarterly earnings season isn’t enough, CEOs now have more reason to worry about delivering on growth targets, as the days of easy deals and inorganic growth paths seem to be ending. 1.  $200 billion of deals…

April 22nd, 2016

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