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Paul Bieber

Versatile Finance Leader - Investor Relations | IPO Readiness | Treasury | Capital Markets | Strategic Finance | ESG

Paul Bieber is an experienced professional in the field of investor relations and strategic finance. He is the Founder and Principal of Compound IR, a company that provides capital markets advisory services.4

Prior to founding Compound IR, Paul held significant roles in various organizations. He served as the Vice President of Investor Relations, Strategic Finance, and ESG at a company. His experience also includes working as a Research Analyst at Credit Suisse Securities (USA) LLC and Piper Sandler & Co.3

Paul's expertise in investor relations is well-recognized. He was hired as the first head of IR at The RealReal (TRR) prior to the company's 2019 IPO, where he played a crucial role in the IPO process and establishing a well-run IR function.1

In terms of his educational background and location, Paul is based in Moraga, California.1 His LinkedIn profile (username: paulbieber) showcases his professional journey and achievements in the field of investor relations and strategic finance.2

Paul's company, Compound IR, focuses on integrating strategic advice, process development, and execution for public companies.4 His experience and expertise make him a valuable resource in the areas of investor relations, IPO processes, and strategic financial planning.

Highlights

Aug 15 · linkedin

As earnings season comes to a close, I'd like to highlight a powerful slide in Cellbrite's (CLBT) earnings material. The slide displays gross margin and operating expense quarterly trends but it also displays recent headcount growth and provides a 2024 year end headcount target.

The 2024 headcount target is unique and should increase investor confidence in CLBT"s ability to drive margin expansion. For additional context, the company's guidance calls for 20-22% Y/Y revenue growth and 23-27% Y/Y ARR growth vs. ~14% headcount growth.

#InvestorRelations #CapitalMarkets

Jul 22 · linkedin

It's refreshing to see companies announce Capital Allocation frameworks.

Last week, Evolution Gaming announced its capital allocation framework:

  • Maintain a net cash position ✅
  • Continue to payout at least 50% of net profits in the form a dividend✅
  • Strategic M&A✅
  • Return all excess free cash flow to shareholders in the form of a share repurchase program✅

With ~70% EBITDA margins, Evolution is a Free Cash Flow machine so a well articulated capital allocation framework is important to diminish the risk of poor capital allocation decisions.

Evolution Gaming (EVO), Texas Instruments (TXN), Fair Issacs (FICO), Builders FirstSource (BLDR) and Murphy's USA (MUSA) are a few companies with strong capital allocation frameworks. What are some other companies that have a formal and well articulated capital allocation framework?

#InvestorRelations, #CapitalAllocation

https://lnkd.in/gesB3A4T

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Paul Bieber
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Location

Moraga, California, United States