David Calusdian
David Calusdian, President
Sharon Merrill Advisors
David is an accomplished communicator with more than 30 years of experience in advising and coaching clients through critical communications events. He has a proven track record of working with CEOs, CFOs and boards of directors to maximize stakeholder value, strengthen relationships and build credibility. He offers expert guidance in investor relations and communications at a strategic level to clients, covering a range of special situations such as IPOs, executive transitions, guidance revisions and M&A, among others. David graduated from Emerson College with B.S. and M.A. degrees in Communications.
David teaches clients how to communicate effectively through written and spoken language, as well as how to harness the power of the unspoken word—body language. An acknowledged authority on executive presentation coaching and strategic messaging, he excels in preparing management teams for investor interactions. He is regarded as an expert in developing executive presence and dynamic communication skills for the C-suite and board members.
David’s passions are swimming, biking and running. He is an Ironman triathlete.
Key Ingredients for a Successful Investor Day
Crafting a Successful Investor Day: Strategies and Innovations David discusses the essential elements of a successful investor day. He emphasizes the importance of ensuring that investors leave with a comprehensive understand...
What is an Investor Day?
Understanding Investor Days: Timing and Strategy In this episode, David explains what an investor day is, highlighting its purpose as an opportunity for companies to present a broader management team and give in-depth updates...
From Roadshow to Investor Day: Strategic Timing and Planning
Timing and Importance of Post-IPO Investor Day In this episode, David discusses the optimal timing for conducting an investor day after an IPO, typically falling within 12 to 18 months post-pricing. This timing allows the com...
Creating a Compelling Investment Narrative
Key Elements for Crafting a Compelling Earnings Call Narrative In this episode, David discusses the crucial components of telling a company's story during an earnings call or company presentation. He emphasizes the importance...
Understanding Investor Perceptions and Gathering Feedback
Effective Strategies to Gauge Investor Sentiment In this episode, David discusses the best methods for understanding how investors perceive public companies. He highlights the importance of directly asking for feedback after ...
IR Strategies on Preparing for a Successful IPO
Key Strategies for a Successful IPO In this episode, David discusses essential IR strategies for ensuring a successful Initial Public Offering (IPO). He emphasizes three critical areas: establishing solid messaging around you...
Essential Training for CEOs Going Public
In this episode, David discusses crucial training and preparation for CEOs heading into their first public IPO Roadshow. Key areas include enhancing communication skills, ensuring message consistency, and being well-prepared ...
Navigating SPAC Investor Relations
Navigating Investor Relations in SPAC Transactions In this episode, David discusses the unique challenges and critical considerations for investor relations (IR) teams when working with Special Purpose Acquisition Companies (...
What is the Investor Relations Role in an IPO
Key Investor Relations Roles in Preparing for an IPO or Roadshow This episode explores the crucial roles investor relations play when preparing for an IPO or roadshow. Key responsibilities include developing a compelling inve...