ICR

This week, we’re revisiting our conversation with Adam Goldenberg, CEO and Co-Founder of Fabletics. Adam launched his first company at the age of 16 and became the youngest-ever COO of a public company at 19. In this episode, he shares what decades of entrepreneurship have taught him about e-commerce, customer retention, sustainability, and growing the Fabletics brand. Fabletics has stood out since 2011 by delivering activewear that looks good, feels good, lasts, is ethically made, and stays affordable. Adam breaks down how they’ve built a brand that truly resonates with customers. Listen here: https://hubs.la/Q03VYqW40

Congratulations to the entire Lucid Motors team on your successful $975mm convertible offering. We are thankful for the opportunity to act as your independent convertible advisor on another electrifying transaction. Thank you also to the teams at Citi, Goldman Sachs, and Bank of America who acted as bookrunners and to the teams at Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates (Thomas Ivey, Brian Paulson, Yossi Vebman, Yan Shurin, Zhudi(Judy) Huang, Yi Wang), at Simpson Thacher & Bartlett LLP (William Brentani, Daniel Webb, Karen Reyes, Jonathan Lindabury, Marc Langer, Michael Mann, Jesse Feng, Jonathan Kachiu, Sabrina Suen, Dean Hasan, Jhaton White, Ruben Aguirre, Tova Wolovitz-Pfeffer), and at Davis Polk & Wardwell LLP (Mark Mendez, Faisal Baloch, Stockton Bullitt, Alexander Pettingell, Melissa Estrada, Jessica Carter, Chanique Vassell) who acted as legal advisors on the transaction. https://hubs.la/Q03VJPhB0 #LucidMotors #ICR #ICRCapital #capitalmarkets #convertiblebonds #EV #ElectricVehicle #CompromiseNothing

With the convertible market surging through 2025, many boards and finance leaders are considering capital raises on fast timelines and with advice coming from every direction. In a market this active, success isn’t just about finding a window; it’s about judgment, preparation, and coordination across all the moving parts. Tune in on Wednesday, December 10th for a fireside chat hosted by NeuGroup's Andrew Podolsky, featuring Syed Raj Imteaz and Kristina (Blazanovic) Woodhouse of ICR Capital, and Scott Wisniewski of AST SpaceMobile on what makes a world-class convertible offering. Register now: https://hubs.la/Q03VG8C80

Get your spot for ICR Conference 2026, the premier annual consumer insights event. Join 2600+ attendees, including public and private companies, institutional investors, sell-side analysts, investment bankers, and private equity professionals, to connect and understand where the year is headed. Don't miss out on the early bird discount! Request your invitation via the link in the first comment.

This week on Welcome to the Arena, we’re revisiting a standout conversation with Gerard Barron, Co-Founder, CEO, and Chairman of The Metals Company. With U.S. reindustrialization driving demand for metals like copper, manganese, and nickel, Gerard shares how TMC aims to meet that need by harvesting critical metals from the sea floor – offering a cleaner, more secure supply for industries from steelmaking to EVs. Tune in here: https://hubs.la/Q03V00HQ0

Congratulations to S. Matthew Schultz, Gary A. Vecchiarelli, CPA, Brian Carson, Harry Sudock, Leighton Koehler, and the entire CleanSpark team on your $1.15bn convertible issuance! We are thankful for the opportunity to have acted as your trusted financial advisor on this important transaction. Thank you also to the teams at Cantor Fitzgerald and BTIG who acted as bookrunners and to the team at Katten Muchin Rosenman LLP (Mark Wood, Elizabeth McNichol, Timothy James Kirby, Michelle Mount, Delaney Battle), and the team at DLA Piper US LLP (Stephen P. Alicanti, Anna Spence, Justin Michael, Bianca LaCaille, Jordyn Giannone, Jenna Fontenot, and Priyal Thakral), who acted as legal advisors on the transaction and worked tirelessly to deliver an outstanding outcome. https://hubs.la/Q03TTwsy0 #CleanSpark #AmericasBitcoinMiner #Bitcoin #HPC #AI #DataInfrastructure #DataCenters #ICR #ICRCapital #CapitalMarkets #ConvertibleBonds

Analysts play a key role in a company’s investor relations plan. Whether you're preparing for earnings season or building your long-term IR strategy, these five proven tips will help you turn analyst communications into a competitive advantage. Get the checklist: https://hubs.la/Q03THxfT0

We are pleased to announce that Donna F. Anderson, CFA has joined ICR as Senior Advisor in our Governance & Shareholder Advisory practice, reporting to Gabriel Hasson, Global Head of Governance & Shareholder Advisory. Ms. Anderson brings nearly three decades of institutional investment experience to ICR, most recently serving as Global Head of Corporate Governance at T. Rowe Price, where she led the firm's proxy voting and engagement programs worldwide and established T. Rowe Price as a leading voice in global governance dialogue. Her deep understanding of how active investors and portfolio managers approach governance, combined with ICR's comprehensive insight into the institutional stewardship landscape, significantly enhances our ability to provide strategic counsel to boards and executives on critical governance matters, shareholder engagement, and activism defense. Welcome to ICR, Donna! https://hubs.la/Q03TBvrl0

Across the United States, discarded food often rots in landfills. In this week’s episode of Welcome to the Arena, Tom Ryan sits down with Clemens Stockreiter, Founder and CEO of RE:CIRCLE Solutions, a company using data and science to transform pre-consumer food byproducts into sustainable animal feed ingredients. Clemens shares how RE:CIRCLE is closing the loop on food waste and driving innovation toward a data-driven, circular food economy. ♻️ Listen here: https://hubs.la/Q03SPb2r0

The initial sponsors for ICR Conference 2026 have been announced! Our 28th annual conference will bring together more than 3,000 attendees for 3 days of dynamic speakers, insightful panels, an array of brand activations, and thousands of meetings with key stakeholders. Join us from January 12-14, 2026 in Orlando. Request your invitation today! https://hubs.la/Q03S9Gtw0