What Is a Total Equity Story, and Why Does It Matter?
In today’s volatile market, boards must go beyond overseeing strategy and help craft a compelling equity story that connects with investors. Without a clear and credible narrative, even strong companies risk losing investor confidence and long-term value.
In a recent NACD article, A&M Managing Directors Annie Peabody and Ron Orsini outline a framework for building a total equity story grounded in financial realities, strategic execution, and investor feedback. The article explores how boards can guide management, stress-test strategy, and ensure that investor communications are aligned with long-term value creation. Read the full article to learn how board engagement, transparency, and strategic storytelling can strengthen shareholder trust and drive sustainable growth.
Read the Full Article
Brad Welsh on Crisis Transformation, AI, and Value Creation
November 14, 2025
Brad shares his perspective on navigating today’s most pressing challenges: leading through crisis-driven transformation, unlocking the potential of generative AI at the boardroom level, and managing costs without compromising long-term value creation.
Brad Welsh on Leadership: From CEO to Boardroom and Beyond
November 14, 2025
In this video, Brad Welsh shares rare and personal insights into the pivotal transition from CEO to board member, a journey that demands a profound shift in perspective and leadership style.
I Feel the Earth Moving Under My Feet: Seismic Shifts in the Music Industry, From DIY Content to Artificial Intelligence
November 11, 2025
A&M Media & Entertainment experts outline trends impacting the economics of the music industry today and provide a view of key actions the major labels and publishers can taken in order to position them to benefit from these seismic industry trends.
FIX–SELL–CLOSE framework: Reshaping Portfolios and Equity Stories in the Chemical Industry
November 11, 2025
The European chemical sector faces mounting challenges: high energy costs, global overcapacity, and tightening regulations have eroded competitiveness and investor confidence. Explore how our FIX–SELL–CLOSE framework can transform challenges into opportunities.
