Carolyn is a senior investor relations and strategic communications advisor with more than three decades of experience helping public companies refine positioning, strengthen investor engagement, and navigate pivotal corporate events. Her background as a sell-side analyst and IR counselor brings a valuation-oriented perspective to corporate storytelling and capital-markets strategy.
At Alliance Advisors IR, Carolyn advises boards, C-suite executives, and IR leaders on strategic investor relations, financial communications, investor and analyst outreach, and corporate positioning. She supports M&A, capital-markets transactions, crisis and anti-short communications, and other significant corporate developments.
Carolyn has worked across industrials, building products, power and clean technology, software, telecom-media-tech, fintech, adtech, exchanges, defense, and consumer and healthcare-related sectors. Her experience includes perception studies, competitive analysis, governance communications, and integrated PR and media initiatives designed to build awareness and support long-term valuation.
Previously, Carolyn held senior roles at LHA Investor Relations and Morgen-Walke. She was also an equity research analyst at Robertson Stephens and began her career at Prudential-Bache Securities. Her transaction experience includes advising on Gibraltar Industries’ acquisition of OmniMax International, the Fuel Systems/Westport merger, and Nasdaq’s IPO, strategic acquisitions, and financings.
Carolyn holds a BA from Rutgers University, where she participated in the Henry Rutgers General Honors Program, and is a CFA® charterholder. She co-authored a chapter in NASDAQ OMX’s Going Public: A Guide for North American Companies and is a member of the CFA Institute, CFA Society of New York, and NIRI.
Published articles by Carolyn Capaccio, CFA