Annual Report · Fiscal 2025

Jesse Pinkman

Investor Relations Manager · Toronto, ON
Reporting toCFO & Board Committee
CoverageSmall-cap Industrials
Contactjesse.pinkman@example.com
Line(555) 204-8817
01

Year in Review

142 mtgs
One-on-one investor meetings coordinated across the year
+31% vs FY24
$310M
Market cap under IR coverage at fiscal close
4 sell-side analysts
9
Quarterly earnings calls and releases delivered on schedule
0 restatements
6.2 days
Average close-to-disclosure turnaround, down from 9.1
-32% cycle time
02

Letter to Stakeholders

I run investor relations for a small-cap industrial issuer, and this year I managed 142 investor meetings and 9 quarterly disclosures with no restatements. I rebuilt our earnings workflow so the gap between the accounting close and public disclosure dropped from 9.1 days to 6.2. Most of the job is answering the same three questions in a way people actually trust, so I keep the numbers close and the surprises rare.

Jesse Pinkman · Investor Relations Manager · Toronto

03

Program Metrics

Investor meetings / quarter
Q1
Q2
Q3
Q4
Shareholder base mix
  • Institutional 62%
  • Retail 22%
  • Insider 16%
Disclosure turnaround (days)
04

Segment Record

Investor Relations Manager

Ridgeline Industrials Corp · TSX-V listed
2022 – Present
Toronto
  • Run the quarterly earnings cycle end to end: draft the release, prep the CFO script, and manage the call for an audience of roughly 40 analysts and holders.
  • Cut disclosure turnaround from 9.1 to 6.2 days by moving review off email into a single shared close checklist.
  • Grew the institutional book from 48% to 62% of shares outstanding over two years through targeted non-deal roadshows in Toronto and Montreal.

Senior IR Analyst

Meridian Freight & Logistics Inc.
2019 – 2022
Toronto
  • Built the consensus model that tracked 6 sell-side estimates, flagging variance ahead of each print so management met no surprises on the call.
  • Wrote the FAQ and Q&A prep book used for 12 earnings calls, trimming CFO prep time by about a third.

Equity Research Associate

Harbourgate Securities
2016 – 2019
Toronto
  • Covered 11 industrial and transport names, publishing quarterly earnings notes within 24 hours of each report.
  • Maintained the sector comp sheet cited in ~30 client-facing notes per year.

Capabilities

Earnings calls Continuous disclosure Consensus modeling Roadshow planning SEDAR+ filings Board reporting ESG disclosure Bloomberg / FactSet MD&A drafting

Credentials

CFA Charterholder
CFA Institute, 2021
B.Comm, Finance
Rideau Valley University, 2016
CIRI Member
Canadian Investor Relations Institute