Stephanie Gorman Email & Phone Number

Atlanta, Ga, Us

Joined First Advantage prior to our June 2021 IPO to establish and lead the investor relations program, and work alongside senior management on key corporate strategic initiatives. Responsible for ensuring consistent and clear communication between internal and external parties, managing all investor facing publications, and providing meaningful insights on factors influencing the business and business valuation to the senior leadership team and Board of Directors.

Charlotte, Nc, Us

Leads the investor relations team and is responsible for developing and executing a comprehensive program that accurately portrays the company, educates investors to enable the company to achieve a fair relative stock valuation, and develops an outstanding corporate reputation with the investment community based on knowledge, credibility, consistency, visibility, and access.Transformed the investor relations program from a distributed responsibility model toward a best-in-class organization with dedicated leadership and team, resulting in increased management credibility scores from investors, higher-quality relationships with investors and sell side analysts, more frequent investor interactions, quarterly Board of Directors updates, and redesigned investor materials.Collaborates on company decisions and provides guidance to management and the Board of Directors regarding the investment community's perception of the company, the strategy, and its financial results; advises the management team of anticipated investor reactions to corporate strategy, capital allocation, and M&A decisions.Identified areas of opportunity and implemented numerous initiatives to achieve investor relations goals including: standardizing the quarterly earnings process; executing key investor touchpoints such as investor days, non-deal roadshows, and one-on-one meetings with management; increasing sell side analyst coverage; and managing investor expectations while strategically communicating corporate transformation around acquisitions, divestitures, complex organizational changes, and executive succession plans.Educate and collaborate with business unit leaders on the value of investor relations and how it impacts their specific businesses, leading to a mindset shift, where key leaders across the organization are more in tune with how their strategic decisions and financial results will impact the company valuation.

Charlotte, Nc, Us

National Institute of Investor Relations “40 Under 40” Honoree

Salisbury, North Carolina, Us

Responsible for driving strategy development, evolution, and communication by spearheading performance analyses, assessments of brand position in the marketplace, synthesis of industry and customer trends, and evaluation of key risks; resulting in optimization of Food Lion’s transformational customer-centric strategy currently being implemented in all 1,100 Food Lion stores.Appointed to lead new e-commerce growth initiative from origination to implementation, including defining the company-wide e-commerce roadmap and launching pilot programs such as click-and-collect and delivery to measure financial and customer success.Trusted leadership advisor responsible for managing annual strategic review that President and senior leaders present to Board and Executive Committee, including end-to-end analyses of current strategy, 3-year plan, and long-term vision; work cross-functionally to articulate compelling storyline to convey Food Lion’s strategic growth plans in a clear and concise manner. Develop and test innovative concepts by designing models and in-store trials to support Food Lion’s long term growth and brand strategy; analyze market results to identify successful initiatives which are implemented across the Food Lion banner with a focus on differentiation, industry leadership, and top line performance optimization.Manage cross-functional teams to execute financial modeling and consumer analytics as well as quantitative and qualitative research of over 1,100 stores to support strategic planning as well as evaluate potential opportunities and new business development.Design and lead innovation forums with senior leadership to evaluate industry and competitive developments which inform strategic growth and initiative prioritization; build tests and evaluation tools to track the implementation of new initiatives.

Salisbury, North Carolina, Us

Lead execution and evaluation of strategic projects in Food Lion's first strategy test market, 76 stores in Eastern North Carolina, including structuring the problem, building a hypothesis, completing key testing analysis, and synthesizing results in a succinct presentation for senior leadership teams, resulting in a refined Food Lion strategy to be implemented across all stores.Implemented an organized approach to monitoring results of market-specific strategies and quantifying the impact of strategic initiatives by developing strategic assumptions, financial models, testing structures, and measurement tools which are used by senior leaders to understand the effectiveness and financial implications of the strategy.Collaborate with Food Lion and Delhaize America senior leadership teams to develop, monitor, refine, and evolve Food Lion’s banner and market-specific strategies to enhance decision making with data analysis.Generate insights on strategic initiatives based on analysis of financial and customer data from multiple teams and systems with a focus on differentiation, industry leadership, and top line performance optimization.Responsible for executing analysis of over 1,100 stores in markets across a range of geographies in the South and Mid-Atlantic to support strategic planning as well as evaluate potential strategic opportunities and new business development.

San Francisco, California, Us

Analyze companies in various industries across the United States with under $1 billion in revenue to develop strategic and financial recommendations including capital raising, M&A advisory and strategic alternatives aligned to the client’s objectives.Translate large amounts of company and market data into actionable business intelligence, financial models and strategic recommendations for clients, including company valuations, acquisition prospect lists and competitive landscape summaries.Perform business due diligence to forecast projected financial results, market share and competitive position based on historical performance, market trends and planned company initiatives.Create business development presentations and supporting materials that present in-depth market analysis and strategic alternatives including multifaceted financing solutions, acquisition and recapitalization scenarios.General Parts International, Inc.: Sole strategic and financial advisor to General Parts International, Inc., one of the largest automotive wholesale distributors in North America, on its $2,040 million sale to Advance Auto Parts, Inc.• Prepared valuation presentations and documents for client using leveraged buyout, M&A and financing models, accretion/dilution analysis, comparable public company analysis and precedent M&A transaction analysis.• Collaborated directly with management to build analyses, conduct market research and participate in due diligence meetings.Ingles Markets, Incorporated: Co-led underwriting on $700 million of unsecured debt, co-led placement of $175 million of revolving credit and led syndication of $100 million in facility bonds.• Built financial projection models and worked with client’s CFO to tailor products to meet their goals and objectives.• Performed in-depth debt capacity, terms and covenant analysis, authored FICC memorandum, and partnered with Wells Fargo Commercial Bank to execute transaction.

San Francisco, California, Us

Served as a liaison for British companies seeking to grow or invest in the Australian market.Created a marketing strategy with the communications team designed to improve advertising and editorial opportunities.Analyzed graphic design industry, prepared industry and competitor analysis and presented to company owner.

Bachelor Of Science, Finance

Management Development Program