Investor Relations

Burns McClellan has extensive experience advising public and private life sciences companies as they attract new investors while maintaining visibility with existing investors, prepare to raise capital to finance their advancement and expansion, and manage comprehensive day-to-day investor relations programs.

Burns McClellan maintains an unparalleled network of leading members of the financial community, including institutional investors, long-term healthcare focused funds, sell-side analysts, investment bankers, venture capital funds and industry leaders. Our investor relations team’s experience encompasses buy-side, sell-side, investment banking, and in-house corporate investor relations backgrounds.

We take a highly-strategic approach in order to help our clients achieve their investor relations goals. Whether our clients are aiming to gain initial introductions to leading healthcare investors in preparation for a private financing, crossover round or IPO, diversify their current shareholder base to prepare for the next stage of growth, increase stock liquidity and trading volume or reposition their investment theses, we combine our strategic insights with flawless tactical execution to ensure success.

Private Companies

We help private life sciences companies prepare for and execute successful financing events by developing compelling investment narratives, building relationships with investors and advisors, and establishing the communications infrastructure required for growth.

Comprehensive private company investor relations services include:

Financing & Capital Markets

  • Venture Capital Financings

  • Mezzanine Financings

  • Access to venture capital investors

  • Access to institutional crossover investors

  • Access to investment bankers

  • Access to sell-side analysts

IPO Readiness & Execution

  • Traditional IPOs

  • Reverse mergers

  • Form 10 transactions

  • IPO process support, including S-1 drafting

Investor Relations Strategy

  • Develop IR strategy based on corporate objectives, timelines and milestones

  • Build investor communications infrastructure

  • Create and refine corporate presentations

  • Speaker and presentation training

  • Investor targeting and engagement

Market Visibility & Stakeholder Engagement

  • Arrange non-deal roadshows

  • Coordinate investment banking conference participation

  • Foster relationships with private and public healthcare investors

  • Conduct industry and competitive research

  • Provide market intelligence on financings and competitive activity

Public Companies

Burns McClellan serves as an extension of management teams, helping public companies build productive relationships with investors, analysts and other key stakeholders. We develop and execute integrated investor relations strategies designed to enhance visibility, strengthen shareholder engagement and support long-term corporate objectives.

Comprehensive public company investor relations services include:

  • Develop and implement IR strategy based on corporate objectives, timelines and milestones

  • Refine company messages and positioning across all communication materials including corporate presentation and website

  • Conduct industry research to develop communications and investor relations strategy

  • Provide market intelligence on competitive landscape and financings

  • Provide comprehensive investor targeting and engagement strategy

  • Arrange non-deal road shows for management to maintain and build relationships with institutional investors

  • Make additional introductions to investment bankers and sell-side analysts

  • Coordinate and manage participation in investment banking conferences

  • Run quarterly financial reporting processes, including script and Q&A development and managing logistics for investor conference calls and webcasts

  • Produce relevant investor relations materials for Board of Directors meetings

  • Manage the investor relations section of the Company’s website

  • Develop and execute event-specific investor relations and communications strategies around major clinical and corporate milestone announcements

  • Foster introductions to key opinion leaders (KOLs) from the biotech/pharma industry

  • Actively coordinate opportunities for KOLs to assist in the investor education process, including with sell-side analysts

  • Organize investor and analyst events at major scientific conferences

  • Manage R&D Days, including content creation and logistical coordination

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Public Relations

Burns McClellan develops strategic communications programs that help life sciences companies clearly articulate their scientific, clinical and corporate value proposition. Working closely with our investor relations team, we ensure consistent messaging across all stakeholder audiences, including investors, media, partners, clinicians and patients.

Comprehensive Public Relations Services Include:

  • Strategic Communications Programming 
    We work with each client to understand their goals, underlying science and therapeutic areas, important upcoming milestones and financial objectives to create a comprehensive strategic plan with a tactical overlay to build each company’s story and achieve key communications objectives for upcoming milestones, such as financings, M&A and partnering, clinical trial results and peer review publications or medical meeting presentations.

  • Message/Investment Case Development
    Communicating a compelling story to investors and other target audiences is critical for companies to attract investors, partners and other important company constituencies. Our scientific, medical and investment expertise enables us to deeply and fully understand our clients’ businesses and objectives and to craft concise and compelling messages for the business in general and for specific announcements such as clinical trial read-outs.

  • Communications Tools 
    The messaging platforms we develop are incorporated across all corporate communications channels, including investor presentations, news releases, websites, executive thought leadership and social media content. This integrated approach ensures consistent positioning and message discipline across all stakeholder audiences.

  • News Releases
    We view a news release not only as a communication tool to disseminate company news but as a tool to reiterate company messages. We work with each client to craft each announcement to realize company objectives with each target audience.

  • Media Outreach
    We have deep relationships with the journalists who cover life science and biotechnology industry news in publications important to clients’ target audiences. We secure interviews that could establish relationships for future coverage and interactions.

  • Medical and Scientific Conference Support
    It is critical to accurately and compellingly communicate important data to our clients’ target audiences in order to raise a company’s profile with their scientific, medical, investor, and business development audiences. We work with clients to create and execute a program including drafting news releases, conducting media outreach, and coordinating interviews with management and clinical investigators to reach multiple audiences and platforms. For specific medical or scientific conferences, we engage media to attend scheduled data and company presentations, and to interview representatives or presenters on site.

  • Speaker Presentation and Media Coaching 
    We offer a unique training system to prepare management, researchers, marketers, and other company communicators to enhance their effectiveness in delivering key messages to diverse external constituencies and internal audiences across multiple communication formats.

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Advisory Services

Burns McClellan provides Advisory Services to clients who require executive counsel around a specific issue or crisis situation that demands strategic planning and communication. Burns McClellan has assisted clients with hostile takeover bids, clinical and regulatory setbacks, departures of key leadership team members, and many other situations which need immediate strategic counsel. We leverage our unparalleled experience to chart the best-possible path forward for our clients.

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Specialized Projects

In addition to comprehensive investor relations and strategic communications programs, Burns McClellan offers specialized project-based engagements designed to support key corporate, capital markets, and communications objectives.

Our Project Offerings Include:

  • Investor R&D Day Programs 
    R&D Days provide companies with a unique opportunity to educate investors and analysts on their science, pipeline, business strategy, key value drivers, and long-term growth opportunities through a focused and highly engaging forum. Burns McClellan has successfully executed over 100 R&D Days for our clients. We can manage the entire event, including recommending and securing an appropriate venue, developing the invite list, drafting and issuing the invitation, driving meaningful participation from targeted investors and analysts, conducting diligent follow-up, working with the Company to prepare the agenda and slide presentations, coordinating on-site logistics, and creating a post event wrap-up summary report.

  • Wall Street Perception Audits 
    We conduct comprehensive perception studies to evaluate how shareholders, prospective investors, and sell-side analysts view a company’s strategy, management team, clinical and regulatory progress, messaging, and overall standing with the competitive landscape. Resulting feedback typically shows a pattern among shareholders that will allow management to understand how their most critical initiatives and clinical trial results are being perceived by Wall Street and will help guide our clients to strategically refine and realign those perceptions to their advantage.

  • Speaker Presentation and Media Coaching 
    We offer a unique training system to     prepare executives, researchers, and other company spokespersons to communicate effectively and confidently with investors, analysts, media, partners, and other key stakeholders across a variety of communications settings.

  • Select News Announcements 
    We work with emerging companies and investment firms to develop and execute strategic communications around important corporate milestones, including company launches, financings, business development agreements, M&A transactions, scientific publications, medical meeting presentations, leadership appointments, and corporate restructurings. We ensure news announcements reach target audiences and coordinate wire service agreements and dissemination.