Case Study: SMA showcases its technology and strengthens investor engagement with Sharon Merrill Advisors

SMA boosts investor engagement with Sharon Merrill through a virtual investor day

The customer, a well-capitalized transportation technology company, faced the challenge of differentiating itself from underfunded peers in an out-of-favor market segment. Investors incorrectly grouped it with underperforming competitors, and the company needed a budget-friendly way to showcase its technology, which was best appreciated through a hands-on, in-person experience at its remote facility. The vendor, Sharon Merrill Advisors (SMA), was engaged to plan and execute a virtual investor event.

SMA created a virtual Investor Day event featuring a branded microsite with live and pre-recorded video content. The solution included a drone tour of the client's headquarters, a product walkaround, and a highlight virtual behind-the-wheel demonstration. The results were highly successful, with the management team reporting that SMA helped them articulate a clear narrative. The new investor deck and executive coaching significantly increased the CEO's comfort level during investor engagements.

SMA