Based on experience investing in more than 500 small-cap financings, and advising scores of pre-IPO and small-cap boards, Third Creek Advisors has developed four proprietary tools – Website Report Card, StreetCheck™, BoardAssess™, and Pre-IPO Boardroom Reality Check.
The Wall Street Journal
Media Reference: "The Age of Tech SuperHeroes Must End"
“You could argue there’s never been a moment in history where a private-company founder has more power.” —Adam Epstein, an adviser on corporate governance to CEOs and boards.
Unheralded Boardroom Excellence... at Theranos?
John Carreyrou of The Wall Street Journal has a virtuoso, new book, Bad Blood: Secrets and Lies in a Silicon Valley Startup, which contains a broadly overlooked vignette regarding excellent corporate governance at Theranos.
For exclusive buy-side insights from Adam J. Epstein
EY Growth Markets Webinar: IPO Preparation Decoded
A candid conversation across a variety of issues to consider in IPO preparation, with views from panelists David Brown (EY US Equity Capital Markets Advisory Leader) and Adam J. Epstein (Third Creek Advisors), and moderated by Jackie Kelley (EY Americas IPO Markets Leader). The recorded event is available on demand here.
The Conference Board Governance Center: “The Perfect Corporate Board” with Adam J. Epstein
In a June 4th webcast, Douglas Chia, the Executive Director of The Conference Board Governance Center, interviewed Adam about his best-selling book for small-cap officers and directors, The Perfect Corporate Board. The recorded event is available here.
NASDAQ FACEBOOK LIVE
On June 5th, Adam appeared live in Nasdaq’s Times Square studio with Nasdaq Managing Director Chris Dearborn to discuss recurring problems in small-cap investor communication.
Third Creek Advisors
Stop Speculating - Ask A Former Institutional Investor
Third Creek Advisors is uniquely suited to provide advice to pre-IPO and small-cap leaders that they can’t easily get elsewhere in the small-cap ecosystem. Its clients don’t get educated guesses about what matters most to investors; they get clear, actionable answers from a former small-cap fund manager.