Amy has more than ten years of financial communications experience and a proven track record as an advisor to C-suite executives and boards of directors. Her areas of expertise include:
She has expertise in developing and executing on-going investor relations programs that adhere to best practices and help clients more effectively engage with the sell- and buy-side through quarterly earnings reports, investor conferences, non-deal roadshows and other investment outreach. She has regularly advised clients on financial guidance issues, management transitions, corporate strategy shifts and other critical announcements, as well as assisted in responding to Wall Street inquiries, targeting and engaging with potential new investors and analysts, and soliciting feedback from key stakeholders to shape future communications. Current and past IR clients include Chegg, Whitestone REIT, The Medicines Company, Hortonworks, Cadence Design and Symantec.
M&A and Shareholder Activism
She advises clients on the communications challenges involved in both friendly and unsolicited M&A transactions. Notable assignments include VCA in its sale to Mars, SolarCity in its sale to Tesla, Linear Technology in its sale to Analog Devices, Genesys in its acquisition of Interactive Intelligence, and Symantec in its acquisition of Blue Coat. Shareholder Activist defense assignments focus on the development of communication strategies regarding a wide range of issues frequently raised by the activists, including corporate strategy, capital allocation, executive compensation, sale of non-core assets, Board composition and management transition.
Amy joined Joele Frank’s San Francisco office in June 2016 from Abernathy MacGregor Group, where she served for nearly nine years, most recently as an executive vice president, supporting investor relations, mergers & acquisitions, shareholder activist defense, proxy contests, corporate governance, IP litigation and regulatory investigations.
Amy previously spent nearly a decade on Wall Street as a sell-side analyst covering computer software and Internet infrastructure, publishing research for Lehman Brothers and JMP Securities. Prior to Wall Street, Amy specialized in business development and strategic planning for Barnes International, a leading machinery and filtrating company, and worked as a chemist in the Aerospace and Engineered Materials sectors of AlliedSignal, now a part of Honeywell.
Amy received an MBA from the Kellogg School of Management at Northwestern University, a PhD in Chemistry from the University of California, Berkeley, and a BA with distinction in Chemistry from Cornell University.