Investor Relations from a Wall Street Perspective
TRANSACTION EXPERIENCE
Reficio IR has extensive IPO transaction and M&A experience across several verticals, including:
IPO Transactions
U.S. Internet:
OpenTable (OPEN)
HomeAway (AWAY)
Active Networks (ACTV)
Spark Networks (LOV)
Chinese Internet:
Qihoo 360 (QIHU)
Jiayuan (DATE)
Taomee (TAOM)
Qunar (QUNR)
Light In the Box (LITB)
Digital Healthcare:
Everyday Health (EVDY)
Fitbit (FIT)
M&A Experience
Communications Infrastructure:
DuPont Fabros Technology (DFT)
Gaming and Lodging:
Caesars Entertainment (CZR)
OPENTABLE
Ticker: OPEN
Participated in research efforts associated with Stifel's co-manager position on the OpenTable IPO.
HOMEAWAY
Ticker: AWAY
Participated in research efforts associated with Stifel's co-manager position on the HomeAway IPO. Led research efforts associated with integrated financial model development, as well as initiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slide Deck
Initiation of Coverage Report
Initiation of Coverage Slides
ACTIVE NETWORK
Ticker: ACTV
Participated in research efforts associated with Stifel's co-manager position on the Active Network IPO. Led research efforts associated with integrated financial model development, as well as initiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slide Deck
Initiation of Coverage Report
Initiation of Coverage Slides
SPARK NETWORKS
Ticker: LOV
Participated in research efforts associated with Stifel's co-manager position on the Spark Networks re-IPO. Led research efforts associated with integrated financial model development, as well as intitiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slides
Initiation of Coverage Report
Initiation of Coverage Slides
QIHOO 360
Ticker: QIHU
Participated in research efforts associated with Stifel's co-manager position on the Qihoo 360 IPO.
JIAYUAN
Ticker: DATE
Participated in research efforts associated with Stifel's co-manager position on the Jiayuan IPO. Led research efforts associated with integrated financial model development, as well as initiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slides
Initiation of Coverage Report
Initiation of Coverage Slides
TAOMEE
Ticker: TAOM
Participated in research efforts associated with Stifel's co-manager position on the Taomee IPO. Led research efforts associated with integrated financial model development, as well as initiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slides
Initiation of Coverage Report
Initiation of Coverage Slides
QUNAR
Ticker: QUNR
Participated in research efforts associated with Stifel's co-manager position on the Qunar IPO.
LIGHT IN THE BOX
Ticker: LITB
Participated in research efforts associated with Stifel's co-manager position on the Light In the Box IPO.
EVERYDAY HEALTH
Ticker: EVDY
Led research efforts associated with Stifel's co-manager position on the EVDY IPO. Responsible for development of integrated financial model, as well as all initiation of coverage deliverables, including:
Institutional Salesforce Teach-In Slides
Initiation of Coverage Report
Initiation of Coverage Slides
FITBIT
Ticker: FIT
Led Digital Healthcare research efforts associated with Stifel's co-manager position on the FIT IPO.
DFT DATA CENTERS
Led the Investor Relations function for DFT, which was acquired by Digital Realty Trust (ticker: DLR) in September 2017. Our highly respected investor relations program helped facilitate 60%+ share price appreciation during our tenure, which culminated in the company's acquisition.
CAESARS ENTERTAINMENT
Ticker: CZR
Oversaw award winning Investor Relations program. Primarily focused on managing consensus expectations and investor interaction with the company.