Alpha IR Group

We're #hiring a new Financial Analyst in Greater Chicago Area. Apply today or share this post with your network.

As Alpha predicted two years ago in this blog post (https://lnkd.in/gCDHgx4T), investor activism is accelerating globally and the number of “first time” activists is growing substantially. In today's blog featured below, we've updated data and took a deeper dive into the current state of activism. Additionally, our founder will be speaking at the NACD (National Association of Corporate Directors) Summit on activism in October of this year and looks forward to seeing many of our Board friends and colleagues at the event in D.C.

Owens & Minor, a global healthcare solutions company, agreed to acquire Rotech Healthcare, a provider of home medical equipment and related products and services, for $1.36bn. “Rotech squarely fits into our existing Patient Direct segment and directly aligns with the strategy we outlined last December during our Investor Day, supporting our expansion in the very large and fast-growing home-based care space. We are excited to acquire a high-quality company like Rotech, an opportunity that doesn’t come along very often, and I look forward to welcoming the Rotech teammates into the Owens & Minor family,” Ed Pesicka, Owens & Minor President and CEO. Rotech Healthcare is advised by Jefferies & Company and Paul, Weiss, Rifkind, Wharton & Garrison LLP (led by Matthew Benedetto and Jeffrey Marell). Owens & Minor is advised by Citi, Kirkland & Ellis and Alpha IR Group (led by Jacqueline Marcus and Nicholas Teves). #MergersAcquisitionsDivestitures #Healthcare #MedicalEquipment

We're #hiring a new Financial Analyst in Boston, Massachusetts. Apply today or share this post with your network.

We are proud to share that Alpha’s President, Michael Cummings, was selected as one of the 2023-2024 Chapter Volunteers of the Year. Along with other honorees, Mike was recognized during the recent NIRI 2024 Annual Conference in San Francisco, CA.

Another NIRI National Conference is behind us, and Alpha IR sent multiple senior leaders to this year’s event in San Francisco to hear new perspectives from our IR industry colleagues and share our own expertise on panels and industry-specific breakout sessions. For those unable to attend in person this year, linked is our team’s key takeaways on the opportunities and challenges that may lie ahead for investor relations professionals. We hope to see you June 1st – June 3rd, 2025 when the NIRI National Conference returns to Boston, which is home to Alpha’s second largest office in the U.S. NIRI: The Association for Investor Relations

𝐀𝐥𝐩𝐡𝐚 𝐈𝐑’𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐃𝐚𝐲 𝐏𝐫𝐨𝐠𝐫𝐚𝐦: 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬 & 𝐂𝐡𝐞𝐚𝐭 𝐒𝐡𝐞𝐞𝐭 𝐟𝐨𝐫 𝐈𝐑𝐎𝐬: The last few years have been extremely volatile for most public companies - from navigating COVID disruptions, to supply chain hurdles, and post-pandemic related business resets. With normalization now in full force and an economic recovery looming, there’s 𝐧𝐞𝐯𝐞𝐫 𝐛𝐞𝐞𝐧 𝐚 𝐛𝐞𝐭𝐭𝐞𝐫 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐩𝐥𝐚𝐧 𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐃𝐚𝐲 and outline your 3-to-5 year vision to Wall Street. At the same time, corporate America’s investor relations function remains understaffed and overworked. That’s why we developed our Flexible I-Day Support solutions, run by our 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐃𝐚𝐲 𝐒𝐖𝐀𝐓 𝐭𝐞𝐚𝐦 of experienced ex-Wall Streeters and Senior IR counselors, to maximize the value and quality of your event. We also recently launched our 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐃𝐚𝐲 𝐂𝐡𝐞𝐚𝐭 𝐒𝐡𝐞𝐞𝐭 which synthesizes decades of diverse expierence into a quick read of best practices. (https://lnkd.in/gd8DsnMQ) Whether you’re an IR team of one, many, or none… we have a flexible set of 𝐭𝐡𝐫𝐞𝐞 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐯𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 shown below to help you ensure success for your Investor Day. Feel free to contact us at info@alpha-ir.com to learn more about how we can support your team.

Heading to NIRI's Annual Conference next week in San Francisco? Alpha IR's Senior Leaders, Jacqueline Marcus and Sam Gibbons will be participating in two sessions on Monday. Sam will be speaking at the education session "Telling Your Most Compelling Story" at 2:00-2:50 in Room Nob Hill B-D Jackie will be moderating the Healthcare Technology & Medical Devices industry breakout session at 4:30 – 5:45 in the Pacific H Room. Feel free to stop by the events and say hello! https://lnkd.in/gvnuB9JQ NIRI: The Association for Investor Relations #InvestorRelations

Friends & Colleagues - Our team has spent the last year building up our Alpha Insights blog with topical monthly content focused on issues that impact the C-suite. More specifically, we’ve focused on investor relations and corporate communications and reputation with content that’s been purposely designed to be timely, relevant and a quick read. Please follow the link below to see our relaunched blog and sign up for immediate distribution or quarterly summaries at the top of the page. 𝐒𝐢𝐠𝐧 𝐔𝐩 𝐇𝐞𝐫𝐞: https://lnkd.in/gdQT8_qj As we progress through 2024, we’re aiming to post more frequently to make sure that our content remains on topic for all of you. Thanks for your support! #InvestorRelations #CorporateCommunications #PublicRelations

It’s hard to believe our Corporate Reputation and PR team (Alpha Advisory Group) has passed its first year. Bringing Tim Peters and David Duschene on board as partners to build this complementary practice to our leading IR offering has been transformational. The AAG team currently works with Fortune 500 companies and leading brands on corporate reputation, thought leadership and issues management. The team is also working collaboratively with our IR team on numerous integrated assignments. Most importantly, they’ve expanded our capabilities significantly. Here are a few examples of their work this last year: 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐑𝐞𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧 𝐏𝐫𝐨𝐠𝐫𝐚𝐦: Develop and execute thought leadership and corporate visibility work for clients in manufacturing, energy, food and agriculture. 𝐂𝐄𝐎 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧𝐬: Counseled clients, across multiple industries, experiencing executive transitions to develop strategy and communications to employees, customers, suppliers, regulators, and investors. 𝐌&𝐀/𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Supported a multi-billion dollar consumer brand company through the acquisition of a large European competitor to expand their footprint in the region. 𝐂𝐫𝐢𝐬𝐢𝐬 𝐏𝐫𝐞𝐩𝐚𝐫𝐞𝐝𝐧𝐞𝐬𝐬: Developed crisis preparedness strategies and response plans for multiple clients including crisis playbooks, media training sessions for executives, and issues monitoring and assessment platforms. 𝐋𝐢𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭: Currently working with several mid- and large-cap companies to support critical messaging and communications strategy around legal and regulatory challenges. Thank you to Tim, Dave and team for your hard work. We’re looking forward to expanding our specialty integrated strategic communications practice moving forward. And thanks to all of you out there for your continued support. To learn more about our offerings, please visit: Alpha-ir.com #InvestorRelations #CorporateReputation #PublicRelations