Led and executed a comprehensive investor relations strategy that enhanced company visibility and resulted in 7 new top 10 shareholders over three years Achieved favorable vote in a contested M&A by leading strategic defense against several public activists and an “against” recommendation from ISS and Glass Lewis Lead crisis communications and provided council along with tactical support to the board of directors’ post-contentious departure of CEO and CFOProvide investors and analysts with financial updates through earnings calls and aided CEO in fielding questions from sell-side analystsCraft vision and lead Investor Days by collaborating and partnering with the executive leadership teamAid in due diligence, valuation, and strategic fit for over $9.5 billion of acquisitions Lead the quarterly earnings process by creating communication materials, conference call scripts, and accompanying presentations by coordinating with the executive team, FP&A, accounting, and other stakeholdersProvided analytical support to evaluate market share, market potential, and share of wallet for various business segments and identified optimal international expansion opportunities in conjunction with CEO’s strategic reviewConstruct a holistic view of industry trends, competition, and business implications for internal stakeholders and board of directors Create an analytical framework to evaluate cold start locations versus the acquisition of regional competitors Create an analytical approach utilizing machine learning to identify optimal new yard locations and associated sales coverage models and work with a cross-functional team to implement

Led cross-functional collaboration to create mix-adjusted pricing indices and an industry report, providing essential insights into pricing trends now utilized by investors, industry stakeholders, and research analysts

Focused on data monetization, real-time industry insights and strategy

Developed a long-term equipment demand model in collaboration with data analytics, sales, and business unit leaders, and presented the findings directly to the CEO

Supervised and mentored a geographically diverse team of 6 to author and publish reports on proprietary insights, market trends, financial performance, and topical issuesCrafted vision and led the development of the alternative data organization, which became a valued resource for insight into Technology, Consumer, Industrials, & Energy teams

Coverage included Small and Mid-Cap Industrials, Solar, Fuel Cells, Grid Efficiency, Infrastructure, and Construction (non-residential, hydrocarbons, transmission & distribution) Conducted IPO due diligence, assessed market demand, engaged in dialogue with banking partners, and corporate senior management