Amy has more than 14 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, accounting and revenue recognition irregularities, management transitions, corporate strategy shifts, Analyst Day events 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 Applied Materials, AFC Gamma, Affirm, Benefitfocus, Cadence Design, Cedar Fair, Deluxe, Nintendo, Southwestern Energy, Tenneco and Whitestone REIT.
M&A, Integration and Initial Public Offerings
She advises clients on the communications challenges involved in both friendly and unsolicited M&A transactions, go-privates, spin-offs and initial public offerings. Notable M&A assignments include the merger of equals combination of C&J Energy and Keane Group, Cypress in its sale to Infineon, Gilead’s acquisitions of Kite Pharma and Immunomedics, Illumina’s proposed acquisition of GRAIL, Hortonworks in its sale to Cloudera, SolarCity in its sale to Tesla, Shutterfly in its sale to Apollo, and The Simply Good Foods Company acquisition of Quest Nutrition. She has supported a number of clients in their integration activities, including C&J, Keane, Hillebrand and The Simply Good Foods Company, and she has counseled clients like Affirm, Lyft, Luckin Coffee and Charah in their IPO launches.
She has considerable experience defending companies in proxy contests and withhold campaigns waged by activist hedge funds and dissident shareholders. 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. Her defense work has been opposite Starboard Value, ValueAct, Land & Buildings, Blackwells Capital, Carl Icahn, HealthCor, Indaba Capital, Elliott Management, CalPERS, among many others.
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.