J. Adam Rogers Email & Phone Number

Boston, Massachusetts, Us

Sharon Merrill Advisors has been developing results-based investor relations and corporate communications campaigns for private and public companies for more than 30 years. All of our engagements, from investor outreach and perception audits to corporate communications and media visibility campaigns, are implemented from a strategic plan to achieve clients’ goals. The SMA senior team has significant experience in the capital markets, and we are known for our ability to become experts in our clients’ businesses. Our creative thought process and unparalleled responsive service provide clients with cutting-edge communications programs, executed by proactive, industry thought leaders. Sharon Merrill Associates offers:§ Investor relations counsel, strategy and planning § Strategic corporate positioning and messaging § Investment community targeting and non-deal road shows § Investor perception studies § Pre-IPO and Post-IPO programs § Investor presentation development § Crisis planning and communications § CEO transition communications§ Transactions communications § Board-shareholder engagement § Media relations § Copywriting and speechwriting § Media training § Presentation coaching § Executive visibility§ Event planning

San Carlos, California, Us

Established the first investor relations department for this restaurant technology provider after a successful IPO through a SPAC transaction. Responsible for carrying out all investor relations strategies, policies, and programs in order to maximize long-term company valuation. Driving both the internal and external communications plan surrounding investor relations, conveying summary financial communication, and generating investor and analyst confidence.* Executed short and long-term strategies to attract and inform investors and analysts that communicate the company's financial performance, strategy, and key metrics.* Served as an invaluable resource for guidance to executive leadership, based on analysis of stock markets, and industry and market trends, specifically as it relates to running a public company.* Assisted in the raising of capital by providing collateral conveying financial and operational performance. Meeting with potential investors and investment bankers to answer questions and address concerns.* Lead a team with responsibilities for the annual and long-term plan, forecast, and monthly reporting.* Oversaw cash positions to ensure proper cash management.

Austin, Tx, Us

Built investor relations initiative from the ground up for this Software as a Service (SaaS) based supply chain management software company after a successful IPO through a SPAC transaction. Responsible for ensuring e2open is strategically positioned with analysts, investors, and all stakeholders in the financial community. Worked closely with the executive leadership team to create the appropriate strategy, framework, and communications as well as provide an investor relations roadmap. * Created and implemented investor relations strategy specific to earnings, investor targeting, and investor events such as conferences and non-deal roadshows.* Lead engagement of investors and sell-side analysts. Remained the first point of contact and managed dialogue with executive leadership. Added four additional covering sell-side analysts in two years.* Participated in investor meetings regarding merger and acquisition targets. Assisted in raising $380 million PIPE for acquisition of BluJay Solutions.

Austin, Tx, Us

St Louis, Missouri, Us

Led vision, strategy, and execution for all facets of communications for the investment office that manages the endowment and related assets of Washington University in St. Louis. Authored messages and materials that showcase the significant positive impacts of the endowment across environmental, social, and corporate governance (ESG) issues. Built the first annual report that provides insight into the use of the endowment to meet University goals. Recruited based on unique background and the ability to communicate with outside stakeholders. * Created messaging for the positive impacts of the $9 billion endowment. Communicated ESG matters with donors, students, and the Washington University community.* Developed presentations tailored to multiple audiences; oversees the availability and revision of presentation materials, as well as the design, content, and updates to the organization’s public-facing website.* Facilitated the flow of key information and communications between the organization, the Chancellor’s office, Public Affairs, and Alumni & Development.

Ames, Iowa, Us

A demonstrated record of success and achievement at this high-growth SaaS provider of connected data, reporting, and compliance solutions, marked by a series of four promotions in seven years to positions of increased influence, authority, and accountability. Assisted in revenue growth from $53 million to $300 million and customer expansion from 1,000 to nearly 3,500.Pioneered the launch of the investor relations Department from inception, serving as the architect of a formal investor relations program and building a platform to bolster the company’s visibility among potential investors. Coordinated the quarterly earnings call and wrote all messaging and financial communications.* Contributed to the company’s traditional IPO, which raised over $100 million.* Developed and strengthened relationships with sell-side research analysts and investors, generating a strong pipeline of interest from the investment community. Added three high-caliber research analysts post-IPO.* Led a migration from 80% hedge funds to 75% long-term growth investors. Hosted conferences, analyst days, non-deal road shows, in-person and telephone meetings.* Presented to the Board of Directors twice per year highlighting investor relations initiatives and progress.* Spearheaded partnerships with firms that included BusinessWire.

Des Moines, Ia, Us

Instrumental in supporting Investor Relations at this media corporation that owns magazines, television stations, websites, and integrated marketing campaigns, contributing to quarterly earnings documents, analysis, and variance analysis for review by executive management. Hired to develop insights about the market, industry, and competitors based on raw data, communicating findings to the CEO and CFO.* Collected and analyzed data to build the quarterly earnings release and script; partnered with executive management to prepare for earnings calls and Q&A sessions.* Scheduled all details of road shows and prepared investor trip books.* Joined executive management attending shareholder and analyst meetings and conferences.

Des Moines, Iowa, Us

* Provided financial knowledge and analysis for Principal Financial Group’s business unit that partner with businesses and individuals to achieve their retirement and investment goals.* Established and maintained systems to analyze and report key performance metrics to aid management in the identification of improvement opportunities and internal best practices.* Forecasted sales and general expenses with relevant analysis, including monthly variance analysis.* Assisted in setting yearly sales goals for the retirement distribution area.* Lead Retirement Sales Field Distribution management meetings to present guidance and recommendations. * Worked closely with investor relations team and participated in Principal Financial Group earnings call preparation.

West Des Moines, Iowa, Us

* Provided leadership and direction to execute project work plans for the annuity division of the Sammons Financial Group and ensure that software projects perform as described in Project Development Specifications.

Us

* Calculated rates for all lines of agribusiness.* Entered and submitted filings to state insurance departments across the country.* Coordinated filing comments and responses with departments of insurance.* Performed compliance related research to respond to state insurance department questions.

Mba, Executive Development

B.S., Finance