John Sweeney, Cfa Email & Phone Number

Exton, PA, US

Ashburn, Virginia, US

Charlotte, North Carolina, US

• Led investor relations for a $13B equity market cap, S&P 500 dental company. Joined the Company after unsuccessful merger / stock underperformance to overhaul investor relations efforts.
• Developed the financial communications program to reposition the Company through a restructuring. The restructuring plan focused on accelerating revenue growth, expanding margins and simplifying the organization.
• Effectively engaged with multiple activist investors during the 2019 proxy season.
• Reorganized the earnings call process, developed an earnings call presentation and a comprehensive Q&A deck to prepare the management team for earnings calls / investor events & to ensure consistent messaging.
• Responsible for shareholder targeting, IR presentations to the Board, IR content in SEC filings, and financial media relations. Primary contact for institutional investors and 17 sell-side analysts.

Radnor, PA, US

• Established the investor relations function for a $6.2B enterprise value public company.
• Created an investor storyline, presentation and communication program to market VWR to institutional investors.
• Shareholder targeting, quarterly presentations to the Board and IR content in SEC filings.
• Responsible for all IR outreach, including quarterly earnings calls, conferences, roadshows, and analyst tours.
• Primary investor contact for institutional investors and 12 sell-side analysts.
• Initiated a targeted investor outreach program to engage low-turnover, long-only investors. Regularly presented the VWR investor story on non-deal roadshows and presented at sell-side investor conferences.

Reston, Virginia, US

• Developed and executed the financial communications strategy for the split of an S&P500 Company
• Hosted a well-attended Investor Day in NYC and successfully executed a non-deal road-show covering 13 U.S. cities introducing Leidos to the investor community
• Set up the Company’s investor relations department, drafted all investor communications including press releases, conference call scripts, quarterly earnings presentations, Q&A and investor presentations. Oversaw the.
• Key advisor to senior management on capital allocation and investor relations strategy.

New York, NY, US

• Managed all aspects of NASDAQ OMX’s Investor Relations program. Responsible for investor crisis communications during and after the Facebook IPO.
• Primary company contact for institutional investors and 21 sell-side analysts. Increased sell-side coverage by 5 analysts in one year, including initiations from BAML and Goldman Sachs.
• Implemented a targeted investor outreach program. Ranked potential investors based on position in comparable companies, investment style & turnover.
• Drafted investor communications, including press releases, conference call scripts, quarterly earnings presentations, Q&A and investor presentations. Developed investment thesis & key messaging for $5.3B global.
• Key advisor to senior management on appropriate guidance and messaging strategy.
• Utilized Shareholder.com contact management system to track investor communications.

DE

• Established Sirona’s investor relations function & built it into an II ranked program in less than 5 years. Led investor outreach efforts through five successful follow-on offerings in which private equity sponsor.
• Executed strategy to increase sell-side coverage, resulting in 17 analysts including BAML, Baird, Barclays, Barrington, Blair, CSFB, Goldman, Jefferies, JP Morgan, Morgan Stanley & Suntrust.
• Developed and executed Sirona’s financial and investor communications program. 2011 IR outreach efforts included: 20 sell-side sponsored investor conferences – IRO presented at 8 conferences, 23 non-deal roadshows to.
• Drafted investor communications, including press releases, conference call scripts, quarterly earnings presentations, Q&A and investor presentations. Developed investment thesis & key messaging for $4B global medtech.
• Managed Annual Report design/copywriting & the Investor Relations website.
• Implemented internal reporting system to update management on industry and competitor developments.

New York, NY, US

• First IRO for Weight Watchers post IPO. Headed FP&A function for North American operations and responsible for strategic projects including pricing and analysis of membership programs.
• Prepared and edited quarterly press releases. Primary company contact for all institutional investors.
• Created a contact management system to track all Investor Relations communications.

New York, New York, US

• Institutional Investor All America Research Team Member - Ad Agencies and Marketing Services: 2nd place 2000, runner-up 2001 and 3rd place 2002.
• Authored research notes on quarterly financial results, mergers and acquisitions, conferences and other significant corporate events. Monitored and reviewed SEC filings. Built & maintained financial models.
• Created and maintained various valuation models, databases, and information tracking systems.

Mba, Finance

B. Commerce, Marketing