Kevin Toomey

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Kevin Toomey — Head of Investor Relations · FactSet | The Family Office Stack

Vice President, Investor Relations

Secureworks

Sep 2022 – Nov 2024

• Acted as primary investor contact for SaaS company during high growth stage and complex business transformation. • Led communication of strategy and financial targets to enable investors to accurately assess investment potential, leading to valuation multiple expansion over two-year period. • Diversified and built quality shareholder base through active outreach and simplified messaging, leading to 3 new Top 10 shareholders and increased mix of long only investors. • Cultivated relationships with new research analysts to expand quality research coverage and drive engagement. • Created the company’s first public investor presentation. • Enhanced data driven approach by recommending improved KPIs to disclose to investment community. • Increased efficiency of earnings process and preparation time by 45% by implementing new best practices. • Collaborated with Executive Team, Product, Sales, Marketing, Legal and Finance teams to ensure consistency of messaging on market opportunity, product, GTM strategy, customer value and execution. • Drafted earnings press releases, scripts and presentations for quarterly earnings conference calls. • Assisted in setting quarterly and annual guidance and delivered messaging to investor community. • Created comprehensive Q&A prep document for Executive Team and updated on an ongoing basis. • Built and maintained financial models, including 3-year outlook, cash flow model and valuation comps. • Kept management informed on market sentiment, Street expectations, and competitive developments. • Planned IR annual calendar, including earnings reports, conferences, NDR schedule, and Annual Meeting. • Advised Executive Team on internal communications about stock price performance to general employee base. • Leveraged investment banking relationships to evaluate potential M&A targets and negotiate new credit facility. • Wrote impactful shareholder letter for CEO and helped design Annual Report. • Ensured Regulation FD compliance.

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