Global roadshow check-up: A conversation with Liz Everett, Bank of America Merrill Lynch’s global head of corporate access

A big company may have dozens of sell-side firms vying for its participation in conferences and non-deal roadshows (NDRs). How does an IRO decide which sell-side firms to work with? The most important criterion is still research coverage, Everett says, though she cites an interesting data point from IR Magazine’s ‘Global Roadshow Report 2015’: more small caps willing to work with brokers that don’t cover them

A negative rating on a company may not disqualify a broker from organizing a non-deal roadshow. ‘Sometimes corporates want to work with that analyst to make sure they understand the story. It can very powerful to partner with an analyst who has a negative rating,’ Everett says.

More in this series:
Part 1: BoAML’s Liz Everett on trends in corporate access
Part 2: Choosing which brokers to go on NDRs with
Part 3: Innovation in technology, research and events