July 19, 2019 – Investor relations is a strategic management responsibility that is capable of integrating finance, communication, marketing and securities law compliance to enable the most effective two-way communication between a company, the financial community and other constituencies, which ultimately contributes to a company’s securities achieving fair valuation.
With the growing importance of the IR role especially in private equity, it’s no wonder why organizations turn to executive search firms to fill these positions.
Recently, Toronto-based executive recruiting firm Caldwell tapped Marc Leferman as managing director, head of investor relations for White Rock Oil & Gas. Liz Bernich, a principal in Caldwell’s financial services, private equity and venture capital practices, led the assignment.
Mr. Leferman most recently served as managing director, head of marketing and investor relations, for Wexford Capital, an SEC registered investment advisor with over $3.5 billion of assets under management. He spent 23 years with Wexford Capital in various positions including vice president, associate and financial analyst. He earned his master’s degree at the Wharton School of the University of Pennsylvania.
Based in Dallas, White Rock Oil & Gas was founded in 2015. The company acquires oil and gas producing properties located in the onshore areas of the continental U.S., and maintains a highly technical management team with over 100 years combined oil and gas experience.
Proven Search Consultants
Caldwell’s private equity and venture capital practice over the past 25 year has developed well-established relationships with executive teams, highly experienced in raising capital, or in attaining backing for startups, spin-offs and acquisitions. Its highly specialized team of partners relies on its intricate knowledge of the venture capital industry. The practice has established key relationships with major influencers in both operating and investing.
Caldwell’s global financial services practice serves clients in the areas of investment banking and capital markets, asset and wealth management, alternative investments, insurance, consumer financial services and real estate, as well as all shared services and functional capabilities across the financial services sector.
With over 15 years of search experience, Ms. Bernich has led senior-level searches across a diverse set of roles in investments, finance, marketing and investor relations for clients that span private equity, alternative and traditional investment management, insurance, investment banking, capital markets, technology and real estate.
Ms. Bernich is passionate about mission-driven companies, such as those in the environmental, infrastructure, energy and technology sectors, and is a prominent champion of diversity. Having joined the firm in 1996, Ms. Bernich has played a variety of roles across the company. In addition to her search responsibilities, she previously served as chief operating/financial officer.
Contributed by Scott A. Scanlon, Editor-in-Chief; Dale M. Zupsansky, Managing Editor; Stephen Sawicki, Managing Editor; and Andrew W. Mitchell, Managing Editor – Hunt Scanlon Media