David Calusdian

David Calusdian Profile Photo

President, Sharon Merrill Advisors

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.

April 17, 2025

Key Ingredients for a Successful Investor Day

How to plan an investor day that leaves investors understanding strategy and outlook, with a clear message, the right speakers, and interactive elements.
April 16, 2025

What is an Investor Day?

What an investor day is, how it showcases a broader management team, and how to time it around earnings season, holidays, and industry events.
April 14, 2025

From Roadshow to Investor Day: Strategic Timing and Planning

Why a post-IPO investor day works best 12 to 18 months after pricing, once a company can show a track record and share a longer-term outlook.
April 11, 2025

Creating a Compelling Investment Narrative

How to tell a company's story on earnings calls with a clear investment thesis: market opportunity, competitive advantages, and the drivers of growth and profit.
April 10, 2025

Understanding Investor Perceptions and Gathering Feedback

How public companies can learn what investors really think: ask for feedback after meetings and roadshows, and use third-party perception surveys.
March 27, 2025

IR Strategies on Preparing for a Successful IPO

Three IR priorities before an IPO: clear messaging on the investment thesis, mock earnings calls while still private, and an investor outreach plan.
March 26, 2025

Essential Training for CEOs Going Public

How CEOs should prepare for their first IPO roadshow: sharper communication, a consistent message, Q&A prep, and a unified leadership team.
March 20, 2025

Navigating SPAC Investor Relations

The unique IR challenges in SPAC deals, and how realistic targets, a solid strategy, and transparent communication build investor confidence.
March 17, 2025

What is the Investor Relations Role in an IPO

IR's role in an IPO or roadshow: building the investment narrative, creating the roadshow deck, and coaching management to tell the story.