PR for Finance, Investor Relations & Professional Services

O'Dwyer's August '17 Finacial PR/IR & Professional Services PR Magazine

Aug. '17 Financial PR/IR & Prof. Svcs. PR Magazine (PDF)

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Our annual issue on financial PR and investor relations covers the latest industry trends and includes a special report on PR agencies for professional services firms.

O'Dwyer's magazine, now in its 31st year, is the #1 publication for PR and marketing communications pros.


Financial PR & Investor Relations Firms:

BackBay Communications

20 Park Plaza, Suite 801
Boston, MA 02116
617/391-0790
www.backbaycommunications.com

33 Cavendish Square
London, W1G 0PW
+44 (0) 203 475 7550

Bill Haynes, President & CEO
Jen Dowd, COO

BackBay Communications is an integrated public relations and content marketing firm focused on the financial services sector, with special expertise in private equity, asset management and fintech.

BackBay is known for helping companies develop strong brands and raise brand awareness through thought leadership, media relations, research and message development and integrated outsourced marketing campaigns. BackBay has very close relationships with major business and trade media. With fifteen employees and offices in Boston and London, BackBay serves companies across the United States, Europe and elsewhere, leveraging global partners.

BackBay takes a brand-centric, content-driven approach to developing and executing market positioning and integrated communications programs for financial services firms including marketing strategy, content development, creative design and multi-channel distribution of company news and perspectives to build brand awareness, credibility and drive new business for our clients.

Our services include public relations, branding, website development, marketing materials, videos, advertising and social media.

Our industry work and experience includes: Accounting/Advisory, Asset Management, Banks, Financial Technology, Hedge Funds, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



Beehive Strategic Communication

1021 Bandana Blvd. E., Suite 226
St. Paul, MN 55108
651/789-2232
www.beehivepr.biz

Lisa Hannum, President & CEO
Nicki Gibbs, Senior Vice President
Becky McNamara, CFO
Ayme Zemke, Vice President

Beehive Strategic Communication is best known for fresh insights, creative strategies and positive connections that create enduring value for our clients.

We are inspired by the global movement toward purpose-driven businesses and are committed to using the power of communication to build better businesses for a better world.

Beehive works nationally on behalf of leading brands in industries ranging from healthcare and education to retail and financial services. Our expertise includes research, communication strategy, brand positioning, employee engagement and internal communication, public relations, social and digital marketing and crisis communication.

Our team of senior strategists has extensive financial services experience with brands including Associated Bank, CU Companies, DCM Services and Deluxe Corp.



Bliss Integrated Communication

Member of the Worldcom Public Relations Group
500 5th Avenue, Suite 1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.blissintegrated.com

Michael Roth, Partner
Elizabeth Sosnow, Managing Partner
Meg Wildrick, Managing Partner
Cortney Stapleton, Partner

To stay one step ahead of competitors, financial services companies need an agency partner with expertise, creativity and agility — as well as a fierce dedication to results and service. Our firm is built to deliver on these needs. Bliss Integrated Communication’s award-winning business-to-business and business-to-consumer financial services practice specializes in breaking down complex ideas and packaging them into integrated communication campaigns that resonate with stakeholders, investors, intermediaries, partners and customers.

Our practice has consistently delivered strong marketing and public relations results for some of the biggest names in asset management, insurance, wealth management, banking, private equity and FinTech. We have rich experience in reaching niche audiences, including regulators, advisors, small business owners, Millennials, women, mass affluent, and High-Net-Worth investors.

As a mid-sized agency, we are big enough to impact business performance and nimble enough to pivot quickly when market or regulatory changes mandate fresh thinking or an uncharted approach.

With deep expertise in communication, public relations and marketing strategy and an understanding of the financial services space inside and out, we are poised to help our clients identify the right opportunities to engage and connect.

Bliss teams are intellectually curious, bringing a diversity of experience and thought. Our blend of talent allows us to understand our clients — and their challenges and opportunities — from unique perspectives. With our collaborative spirit and differentiating skill set, we come to the table with proactive ideas that are achievable, on-strategy and high-impact. We work with others exceptionally well — inside our company, as an extension of our clients’ teams and with other specialty agencies.



Butler Associates, LLC

204 East 23rd Street
New York, NY 10010
212/685-4600
tbutler@butlerassociates.com
www.butlerassociates.com

One Stamford Plaza
263 Tresser Blvd., 9th floor
Stamford, CT 06901

Thomas P. Butler, President

Butler Associates earned PRSA-New York’s highest honor, the 2016 Best Business / Campaign Outcome award, at the industry group’s annual gala in the Mandarin Oriental Hotel in Manhattan.Butler Associates earned PRSA-New York’s highest honor, the 2016 Best Business / Campaign Outcome award, at the industry group’s annual gala in the Mandarin Oriental Hotel in Manhattan.

Photo credit: PRSA-New York

Butler Associates is the winner of the PRSA NY’s 2016 Best Business /Campaign Outcome and 2016 PR News’ Agency Elite awards for its high-level winning communications campaigns. Serving clients since 1996, our firm provides strong, effective corporate, financial, legal, crisis and public affairs strategies that have positive, lasting business building impacts.

Our advocacy has had strategic impact for shareholder campaigns, CEO-level messaging and highly visible corporate litigations. Butler Associates is known for developing key messages and relationships that effectively build and sustain our clients’ reputation and brand.

Butler Associates continually achieves significant visibility, spotlights corporate and financial leaders, leads or supports winning campaigns and delivers clear and crisp communication strategies and messaging for a diverse range of clients.
The Butler team includes seasoned professionals who are committed to their clients and deliver consistent, measurable results.

The industries we advocate for include finance, banking, real estate, construction, legal, energy, telecommunications, high-tech, travel and hospitality.



CooperKatz & Company, Inc.

205 Lexington Avenue, 5th Floor
New York, NY 10016
www.cooperkatz.com

Ralph Katz, Principal
Anne Green, President, CEO

CooperKatz & Company offers full-service public relations, digital and creative services capabilities to a national client base, with significant industry experience across the financial services industry. We are highly-regarded for our strong strategic and creative credentials.

Our 20-plus year track record includes the development and execution of high-impact communications campaigns for such financial services clients as: American Institute of Certified Public Accountants (AICPA), CapGemini (Financial Services practice); DealerTrack, Fiserv, Guardian Life Insurance Company of America, Jackson Hewitt Tax Service, J.P.Morgan, National Association of Insurance Commissioners (NAIC), S1 Enterprise; TD Bank and analyst firm TowerGroup.

Our expertise encompasses both B2B and B2C offerings and outreach, and extends across a spectrum of services. Clients leverage our award-winning team for needs including: brand positioning, media relations, industry analyst relations, digital / social strategy and execution, social community management, content marketing, advertising, video production, collateral materials, design; and more.



Dukas Linden Public Relations

100 W. 26th St.
New York, NY 10001
212/704-7385
info@dlpr.com
www.dlpr.com

Richard Dukas, Chairman & CEO
Seth Linden, President
Zach Leibowitz, Executive Vice President

Richard Dukas, Chairman and CEO; and Seth Linden, President, Dukas Linden Public RelationsRichard Dukas, Chairman and CEO; and Seth Linden, President, Dukas Linden Public Relations

Dukas Linden Public Relations (DLPR) is a communications partner for leaders in finance, asset management and professional services. We create compelling narratives that expand our clients’ share of voice, enhance their brand value and — most important — engage key audiences in a global marketplace.

We’re driven by a passion to deliver targeted strategies and creative solutions that provide measurable benefits to clients — and help their businesses grow and succeed. Our full suite of integrated communications services includes: comprehensive messaging and media relations across multiple platforms, content development, crisis and special situations communications, online reputation management and internal communications.

We serve clients globally through our strategic partnership with MHP Communications, one of the U.K.’s ten largest PR firms, with offices in London, Frankfurt, Hong Kong, Singapore and Sydney.

DLPR’s clients include both well-known and emerging companies in key areas of finance, including: mutual funds, ETFs, wealth management, hedge funds and private equity, institutional investing, and investment banking. DLPR also has a strong professional services practice, representing firms in law, accounting, insurance, compliance, risk management and management consulting. DLPR also has strong experience in fintech and B2B technology, and recently launched a dedicated technology practice.



Feintuch Communications

245 Park Ave., 39th Fl.
New York, NY 10167
212/808-4900
henry@feintuchpr.com
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, President
Richard Anderson, Senior Managing Director

Richard AndersonRichard Anderson, Senior Managing
Director, Financial Services, Feintuch Communications

Feintuch Communications (FC) provides true integrated financial communications services to public companies and those seeking to go public. We have a sophisticated understanding of the intersection between investor and public relations and work with our clients to bridge any gaps between them. Our senior team helps companies to mine their business assets for “The Street” and financial/ business accomplishments for the trade.

The firm has a particular expertise in counseling companies in crisis situations involving the SEC, DOJ and other types of government investigations. We provide strategic IR services in-house and partner with best-of-breed providers to deliver a full IR platform including corporate positioning, institutional and sell-side targeting, IPO consulting and road shows, conference call preparation, shareholder letters, M&A advice, speaking platforms and more. We also help privately held companies tell their stories to the financial media.

Financial practice head Rick Anderson is a former chair of PRSA’s financial communications section. FC is a founding member and our principal is vice chair of PR World Alliance, an international alliance of premier independent PR and IR consultancies.



Financial Profiles

11601 Wilshire Blvd., Suite 1920
Los Angeles, CA 90025
310/478-2700
mconlon@finprofiles.com
www.finprofiles.com

875 N. Michigan Ave., Suite 3100
Chicago, IL 60611
312/337-3388

2225 East Bayshore Rd., Suite 106
Palo Alto, CA 94303
650/993-7000

Moira Conlon, President

Financial Profiles is a strategic communications firm that specializes in creating client value in terms of reputation, valuation, capital, talent or other measurable results. This year marks the 10th anniversary of the firm, which was founded in 2007 by a group of recognized industry professionals with deep knowledge of communications, finance and journalism.
Financial Profiles partners with public companies, pre-IPO companies and asset management firms for strategic counsel and advice, expertise in value-based corporate positioning and messaging, and access to investors, analysts and the press. The firm offers a range of specialized services including fully outsourced and project-based investor relations, IPO preparation, M&A support, strategic advisory services, corporate positioning and narrative, media training and media relations and crisis preparation and management.

The firm has a track record of success in leveraging smart counsel and best-in-class communications to help companies differentiate and distinguish themselves, enhance their credibility, and build Wall Street and media support that leads to growth and access to capital. The firm takes a research-based, customized and proactive approach to each client engagement, and nimbly applies the best talent for each client need from a diverse set of skills and expertise with the goal of achieving measurable ROI. This has led to long-term client partnerships, repeat business and referrals.

Financial Profiles’ distinct and successful financial services practice serves banks, REITs, specialty finance and insurance companies, as well as asset managers. The firm also works with companies across a variety of sectors, including consumer, outsourced services, industrials, energy, technology and healthcare services, and has substantial experience with companies in newly established categories, sectors or asset classes.

Clients appreciate the firm’s keen understanding of how Wall Street and the media work, including the changing landscape. Financial Profiles has strong relationships with analysts, investors and the press, including success in placing media stories in outlets that most impact business reputation and results.



G&S Business Communications

Worldwide Headquarters
60 East 42nd Street, 44th floor
New York, NY 10165
212/697-2600
www.gscommunications.com
learnmore@gscommunications.com

Luke Lambert, President and CEO
Steve Halsey, Managing Director, Business Consulting

G&S Business Communications knows the value of a reputation based on trust and performance. We provide financial and business services clients with strategic counsel to give products and firms the leading edge in a high-stakes marketplace.

With headquarters in New York, offices in Chicago, Raleigh and Basel, Switzerland, and affiliates in 50+ countries, you can rely on our extensive experience representing some of the world’s leading business technology companies, data security and risk management firms, insurance providers, accounting firms, trade associations, investment banks and funds, law firms and other institutions.

From crisis and issues management to relationship building with investors, analysts, customers, trade members and business media, we cover every angle to mitigate risk and strengthen your market position. We also offer a deep understanding of communication and disclosure strategies for environmental, social and governance (ESG) risks on investments.

Our portfolio encompasses a broad array of services to implement B2B customer experience (CX) studies, brand strategy, content strategy, creative, digital and social, employee engagement, insights and analytics, media relations, and sustainability and CSR.



Gregory FCA

27 West Athens Avenue
Ardmore, PA 19003
610/228-2095
JoeA@GregoryFCA.com
JoeH@GregoryFCA.com
www.GregoryFCA.com
FinancialServicesMarketing.com

Joe Anthony, President, Financial Services
Joe Hassett, SVP, Investor Relations

Seeking a communications partner that knows the ins and outs of the financial services world? Our team of seasoned financial services public relations and investor relations professionals has served as the agency of record for more than 300 financial industry firms since our founding in 1990. With a strong track record in generating A-list media coverage and executing innovative digital media campaigns, there is a reason why RIAs, asset managers, broker-dealers, mutual funds, banks, insurance carriers, FinTech companies, and other financial firms call on us.

Our professionals understand the street, market expectations, and how to communicate in a highly compelling, compliant manner that generates interest, creates followings, and builds shareholder value. We can identify and tell your story, deliver it to both the buy and sell side, introduce you to investors and institutions as well as the financial media that drives markets.

Media relations, Investor relations, Social media strategy, Blogging and editorial services. Content marketing. Media training. Issues management/crisis communications. All from a firm that knows the financial industry and the audiences our clients are seeking to reach.

Media training is available on-site or in our Philadelphia studios.



Imre, LLC

909 Ridgebrook Rd., Suite 300
Sparks, MD 21152
410/821-8220
Fax: 815/550-1030
davei@imre.com
www.imre.com

Dave Imre, Partner & CEO
Mark Eber, Partner & Presdent
Crystalyn Stuart, Partner & President

6100 Wilshire Blvd., Suite 1110
Los Angeles, CA 90048
213/289-9190

Christine Zippert, VP

60 Broad St., Suite 3600B
New York, NY 10004
917/477-4800

Crystalyn Stuart, Partner & President

Imre is the transformative financial services communications agency of today. Our approach focuses on the real people we are trying to reach instead of mass communications to the “public”. It’s a people-led approach that takes consideration of the earned, owned and paid channels in which people we’re targeting spend their time. It’s experiential, diverse and proven to deliver results.

We don’t earn impressions, we earn attention. By placing the consumer at the center of our strategy and working to uncover the shared value between consumers, brands and publishers, we facilitate valued information exchanges by modern media that’s individually relevant.

Our dedicated financial services team has in-depth industry knowledge and helps brands to break down silos, navigate compliance and take bold new steps to engage audiences across mediums. Our portfolio of financial clients includes T. Rowe Price, Principal and Guardian Life. Imre’s offices are located in New York, Los Angeles and Baltimore.



Intermarket Communications

425 Madison Avenue, Suite 600
New York, NY 10017
212/888-6115
mmosbacher@intermarket.com
mzachowski@intermarket.com

Martin Mosbacher and Matt Zachowski, Partners

Intermarket Communications is a leading independent provider of public relations and marketing services to clients in the global financial services industry as well as select corporate clients. We offer clients a combination of strategic expertise and informed execution designed to generate the media coverage and social media amplification that builds and maintains reputation, and achieves sustained results.

Founded in 1986, Intermarket Communications works with clients throughout the global business community, including investment marketplaces and exchanges, leading buy-side and sell-side institutions, banks, alternative investment providers, technology and service providers, top business schools, as well as government and industry organizations.
Service is the key factor that sets Intermarket apart. At Intermarket, all clients work directly with a team of experienced financial communications professionals who understand your business, help shape your story, and know how to make that story resonate with the audiences you need to reach.



JConnelly

135 Fifth Avenue, 7th Floor
New York, NY 10010
646/922-7770
ccherry@jconnelly.com
www.jconnelly.com

Jennifer Connelly, CEO
Carol Graumann, President
Michelle Pittman, Chief Strategy Officer
Chris Cherry, Director of Client Services
Steven Stoke, Managing Director, Interactive Productions
Ray Hennessey, Chief Innovation Officer

JConnelly is a communications and marketing agency with offices in NYC, NJ and Chicago. With public relations at our core, we transform our clients’ businesses and brands by giving them our best on two critical fronts: as communications professionals at the cutting edge of the industry and as individuals who care about the health and well-being of our relationships.

We partner with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. We design and execute campaigns that are mission driven to deliver business-critical results. Our capabilities include a mix of public relations, content, video, social and crisis communications.

The clients we serve are financial organizations, highly regulated companies, high-profile executives and personalities, consumer products and brands, lifestyle and luxury brands and startups.



Joele frank, Wilkinson Brimmer Katcher

622 Third Avenue, 36th Floor
New York, NY 10017
212/355-4449
www.joelefrank.com

1 Sansome Street, Suite 2800
San Francisco, CA 94104

Joele Frank, Managing Partner
Matthew Sherman, President

Joele Frank provides effective and disciplined communications counsel and support to help our clients take control in advancing their business and strategic objectives.

Our clients range from large, global public corporations to smaller, private enterprises across many industries. Our professionals have been recognized by our peers, the financial community and journalists for their quality work, strategic acumen and creative approach to challenging issues. The firm’s practice areas include investor relations, corporate communications, transaction communications, shareholder activism and corporate governance, crisis communications and special situations, litigation support, restructuring and bankruptcy, and private equity.

Joele Frank consistently ranks among the top PR firms in announced M&A transactions, defense against activist investors, and restructurings.



Kekst

437 Madison Avenue, 37th Floor
New York, NY 10022
212/521-4800
www.kekst.com

James Fingeroth, Chairman
Jeremy Fielding, President & CEO

Many companies or institutions will confront unforeseen events that could alter their future, pose unprecedented challenges and potentially set them on a new course that will redefine the organization and significantly impact key stakeholders. What is required in these circumstances is an expert, experienced, strategic communications partner to work with senior management and a Board of Directors to: articulate a new business strategy and a vision for success; explain an enterprise-transforming event and its significance; successfully navigate complex business challenges or crises; build trust and support among key stakeholders; and strengthen the organization’s credibility, reputation and brand.

Successful execution requires superior counsel, judgment and expertise, broad experience, and a comprehensive, effective and intelligent approach for communicating to all stakeholders. For over 45 years companies and institutions around the world have selected and relied on Kekst to provide that counsel and support across a wide range of disciplines including: corporate & financial communications; specialized investor relations; mergers & acquisitions, shareholders activism & corporate governance; IPOs & spinoffs; crisis communications; bankruptcy and restructurings; and litigation and regulatory support.



LANE

A Finn Partners Company

301 East 57th Street
New York, NY 10022
212/302-5365

905 SW 16th Avenue
Portland, OR 97205
503/221-0480

1932 1st Ave., Suite 507
Seattle, WA 98101
206/792-0427
www.lanepr.com

Wendy Lane Stevens, Managing Partner
Amber Roberts, Senior Partner

At LANE, we’re not just communications experts. We’re multifaceted business experts who deliver smart, inspired solutions that drive growth. Established in 1990, we are proud to be one of the leading financial services PR firms in the U.S., with extensive experience serving clients in retail and commercial banking, investment banking, wealth management and private equity. We’ve also advised clients in more than 90 M&A transactions, ranging from $90 million to multi-billion across a variety of industries, including financial and business services, food and beverage, consumer and technology.

In 2016, LANE joined the Finn Partners family, one of the world’s fastest growing and largest independent PR firms with over 550 employees globally. We continue to provide clients with the exceptional service and tailored strategies of a boutique firm, and have added the reach, network and integrated capabilities of a global powerhouse operating in 14 major markets.

We are uniquely positioned to meet the challenges financial services companies face in an ever-shifting media, competitive and regulatory landscape. Every client benefits from working directly with senior-level PR, digital and creative strategists who have relevant education and direct experience in the financial industry. We couple our in-depth understanding of the industry with a tenacious approach to connecting with media and influencers. We deliver impactful integrated communications programs that turn clients into thought leaders.



MWWPR

Headquarters:
304 Park Avenue South
New York, NY 10010
212/704-9727
www.mww.com

6255 W. Sunset Boulevard
Los Angeles, CA 90028
213/486-6560

Richard Tauberman, Executive Vice President
rtauberman@mww.com

Joe Calabrese, Senior Vice President
jcalabrese@mww.com

MWWPR is one of the world’s top independent public relations agencies with a network of eight offices across the U.S. and in the UK. We ensure that our clients Matter More™ by providing strategic counsel and integrated corporate and financial communications programs for both publicly-traded and privately-held companies across a multitude of sectors and geographies.

At MWWPR, we have been a leader in financial communications for more than 30 years. We have unparalleled insights into the investment community, financial markets, industry influencers and the media, knowing what messages resonate with your key audiences. Our seasoned team has developed and implemented comprehensive communications programs for a wide range of companies spanning industries from multinational Fortune 100 members to rising start-ups.

From IPO planning/counsel and traditional investor relations/financial communications activities to merger & acquisition and restructuring communications, MWWPR has a proven track record of implementing strategic communications campaigns that support business objectives and are responsive to the unique needs of all internal and external stakeholders.

Our success is predicated on the experience of senior level counselors and proprietary methodologies that combine financial communications/investor relations, reputation management, influencer relations, digital strategies, issues management and employee communications programs to help enhance customer/brand loyalty, build shareholder value and drive success among all key constituencies.



Padilla

Headquarters:
1101 West River Pkwy., #400
Minneapolis, MN 55415
612/455-1700
PadillaCo.com

Dave Heinsch, Vice President/Corporate and Investor Relations Lead
Matt Sullivan, Vice President/Investor Relations Lead

Padilla is a top 10 independent public relations and communications company comprised of 240 employee-owners. Padilla builds, grows and protects brands worldwide by creating purposeful connections with the people who matter most through public relations, advertising, digital and social marketing, investor relations and brand strategy. Padilla includes the brand consultancy of Joe Smith, the food and nutrition experts at FoodMinds and the research authorities at SMS.

Clients include 3M, Barnes & Noble College, Bayer, Blue Cross and Blue Shield of Minnesota, Cargill Inc., GE, Hass Avocado Board, Land O’Lakes, Mayo Clinic, Prosciutto di Parma, Rockwell Automation, U.S. Highbush Blueberry Council, the Virginia Lottery and Welch’s.

Padilla has provided investor relations and financial communications services to a variety of clients including, Allianz North America, Patterson Companies, Inc., The Mosaic Company, Piper Jaffray and Transamerica.

Padilla is a founding member of The Worldcom Public Relations Group, a partnership of 143 independently owned partner offices in 115 cities on six continents. Make a connection at PadillaCo.com.



Peppercomm, Inc.

470 Park Ave. South
4th Floor North
New York, NY 10016
212/931-6100
hello@peppercomm.com
www.peppercomm.com

Steve Cody, Co-CEO & Co-Founder
Ed Moed, Co-CEO & Co-Founder
Ted Birkhahn, Partner & President
Ann Barlow, Partner & President, West Coast
Deborah Brown, Partner & Managing Director
Jacqueline Kolek, Partner & Managing Director
Maggie O’Neill, Partner & Managing Director

Peppercomm is an independently owned 21-year-old integrated communications and marketing agency headquartered in New York with offices in San Francisco and London. Helping clients see around the corner and determine what’s next sets Peppercomm apart from other integrated communications and marketing firms. It enables us to push boundaries while mitigating risk for clients in financial services, consumer, B-to-B and multi-industry sectors.

Our unique approach and dynamic workplace attract the best talent who, in turn, help us win and retain the best clients. While we’ve won countless awards, we’re most proud of being named Best Place to Work in New York City by Crain’s New York Business and a Best Workplace for Women by Great Place to Work® and Fortune.

Our combined years of deep category experience and love of what we do shapes our work. We engage your audiences on every level and set your brand apart. And we do all this to help your bottom-line and build your business. So get in touch. We’re all ears.



Rasky Partners

70 Franklin St., 3rd flr.
Boston, MA 02110
617/443-9933

555 11th Street, NW, Suite 401
Washington, DC 20004
202/530-7700

Larry Rasky, Chairman & CEO
George Cronin, Managing Director
Justine Griffin, Managing Director
David Tamasi, Managing Director

Rasky Partners is a nationally recognized public and government relations firm with nearly three decades of experience providing exceptional client service to financial service and investment companies that operate at the intersection of business, politics and media.

With offices in Boston and Washington, D.C., Rasky Partners offers a comprehensive range of services including media strategy and public relations, government relations, reputation management, crisis communication and digital media to financial clients, including large banks and small, private equity funds and major insurers to help them achieve their business goals and improve their bottom lines.

As an independent firm, Rasky Partners has the flexibility and resources to address complex communications challenges with a commitment to serve our clients’ interests first. We are dedicated to providing consistent, strategic hands-on engagement at all levels, as each client team – including the senior professionals – is highly engaged, from the beginning to the end of each client engagement.



RF|Binder

950 Third Ave., 7th floor
New York, NY 10022
212/994-7600
amy.binder@rfbinder.com
mike.boccio@rfbinder.com
joe.fisher@rfbinder.com
www.rfbinder.com

Amy Binder, CEO
Joseph Fisher, Vice Chairman
Mike Boccio, Executive Managing Director

Financial services has long been an important RF|Binder practice area. We have worked with some of the most recognizable brands across retail banking, asset management, brokerage, mutual funds, financial technology, insurance, professional services, and private equity. We are expert in developing fully integrated corporate reputation campaigns, thought leadership platforms, B2B/B2C marketing initiatives, social media programs, digital influencer campaigns, digital planning and execution, corporate social responsibility programs and crisis communications. We also help nonprofits and educational institutions influence the public conversation about critical issues in financial services. Importantly, we understand the regulatory and compliance issues that govern communications around financial service companies and products, particularly in the digital arena. Our deep experience enables us to develop and execute measureable programs closely tied to business objectives - whether it’s working with influencers to drive online conversation, building a corporate brand reputation or integrating with other marketing programs to drive sales.



Sard Verbinnen & Co.

630 Third Ave., 9th Flr.
New York, NY 10017
212/687-8080
Fax: 212/687-8344
inquiries@sardverb.com
www.sardverb.com

George Sard, Chairman & CEO
Paul Verbinnen, President

Sard Verbinnen & Co (SVC) is a leading strategic corporate and financial communications firm recognized for its work in M&A, corporate positioning and profile raising, shareholder activism, restructurings, corporate governance, executive changes, crisis communications, special situations, litigation support, IPOs and cybersecurity.

With more than 150 employees across its seven offices in New York, Chicago, San Francisco, Los Angeles, London, Houston, and Hong Kong, SVC’s highly experienced senior professionals are uniquely positioned to provide high quality, objective advice and execution support to clients across a broad range of industries. SVC professionals draw on deep experience in finance, law, media, corporate governance, investor relations and public affairs.

Founded in 1992, SVC’s services and capabilities include media relations, investor relations, market intelligence, perception studies, brand awareness, creative digital content production, video production, social media and online communications, customer and partner communications, employee communications and issue advocacy.



Sitrick And Company

800/288-8809
www.sitrick.com

Los Angeles: 310/788-2850
New York: 212/573-6100
San Francisco: 415/369-8470
Washington, D.C.: 443/977-7215

Michael S. Sitrick, Chairman, CEO
Tom Becker, Head of NY Office
Mark Veverka, Head of San Francisco Office
Lt. Gen. H. Steven Blum, (USA Ret.), Managing Director & Practice Lead, Washington, D.C.

Sitrick And Company is widely regarded as one of North America’s leading strategic and crisis communications firms. While it has substantial practices in corporate, financial, transactional, reputational and crisis communications, Sitrick is best known for representing clients facing sensitive issues, including reputation management, complex litigation, problems emanating from short-sellers, mergers and acquisitions and restructurings. The New York Times called Sitrick “The City’s Most Prominent Crisis Management Firm.” Sitrick is not a traditional PR firm. BusinessWeek said, the “firm is known for going atomic on opponents, using ‘truth squads,’ ‘wheel-of-pain’ tactics and high-profile journalists (who write profiles).” The general counsel of a major publicly-traded company wrote simply in an email, “You saved the company, literally.” The firm’s senior executives include former reporters, editors and correspondents from such media organizations as the New York Times, Wall Street Journal, Bloomberg, Barron’s, Forbes, the Los Angeles Times, San Francisco Chronicle, CBS Television and NBC Television.



Sloane & Company

7 Times Square, 17th Floor
New York, NY 10036
212/486-9500
www.sloanepr.com

Darren Brandt, Whit Clay, Co-CEO’s
Josh Hochberg, John Hartz, Nevin Reilly, Dan Zacchei, Managing Directors
Erica, Bartsch, Jenn Dahm, Michelle Peters, Senior VPs

Sloane & Company is a specialist public relations firm that focuses principally on corporate and financial media relations, investor relations, crisis communications, transaction support, business to business public relations, and public affairs.

We provide both strategic counsel and tactical support to leading public and private companies, both domestically and around the world. Our clients represent a wide array of industries — healthcare, financial services, technology, telecom, media and travel to name a few. Because we enjoy a broad worldview and are students of our profession, we can share different approaches and best practices across our client base.

We believe in building partnerships with our clients. We work quickly and immerse ourselves fully to understand a client’s operations, culture, storylines, opportunities and issues. We then build thoughtful communications programs that deliver the right messages, to the right constituencies, using the right vehicles.



Stanton

880 Third Ave.
New York, NY 10022
212/366-5300
Fax: 212/366-5301
astanton@stantonprm.com
www.stantonprm.com

Alex Stanton, CEO
Tom Faust, Charlyn Lusk, Managing Directors
George Sopko, Katrin Lieberwirth, VPs

Stanton provides strategic public relations and brand marketing to clients across a spectrum of industry sectors and sizes — from global firms to mid-size leaders and entrepreneurial enterprises. Clients are attracted to — and find a home at — our firm because we deliver a unique blend of smart strategy, strong relationships, innovative thinking and first-class execution that produces business-changing results.

We serve our clients across a variety of communications disciplines including media relations, corporate brand messaging, digital and social media, executive visibility, thought leadership, reputation & crisis management, and internal communications. Our understanding of the business and financial worlds—and the media covering them— allows us to position clients effectively within a broader context. 

Our senior professionals spend the majority of their time on client work and aren’t afraid to ask tough questions, challenge assumptions, and suggest bold solutions. Flexibility, collaboration, responsiveness, and bureaucracy-free service are the hallmarks of our client relationships. 

Clients: 3i, Aberdeen Asset Management, ACL, Albright Capital Management, Assurant Bain Capital, Carl Marks Advisors, Conning Asset Management, CVC Capital Partners, Donnelley Financial Solutions, FFL Partners, FilBen Group, HGGC, Lovell Minnick Partners, Makena Capital, One Equity Partners, Pine Brook, Sun Capital, Tanenbaum Center for Interreligious Understanding, TD Ameritrade, and Vertical Bridge.



Trevelino/Keller

949 W. Marietta St.
Suite X-106
Atlanta, GA 30318
404/214-0722 X106 and X105
dtrevelino@trevelinokeller.com
gkeller@trevelinokeller.com
www.trevelinokeller.com
www.groovy-studios.com

Based in one of the strongest financial services and fintech markets in the country, Atlanta-based Trevelino/Keller has built a balanced financial services practice, cutting across fintech and traditional services, including peer to peer lending, credit unions, payment processing, factoring, merchant cash advances, financial security software and data analytics to name a few. With four dedicated markets – disruptive forces, category pioneers, unknown leaders and wonder women, the agency defines its mission to work with a new generation of visionaries in need of public relations, digital/social marketing, demand generation and creative services.

Having successfully solidified its position as one of the preeminent technology firms in the Southeast, its financial services practice integrates into the firm’s existing base of business and consumer experience. Following one of its most successful years, ranked as the 10th fastest growing firm in the US and second fastest in the Southeast, the firm has moved from a service-focused to outcome-driven philosophy, building customized programs around growth, value, leadership and engagement.

Owning the industry’s number one retention rate, having lost one staffer to an agency in 14 years, the firm is known for its progressive, culture-rich programs like Red With Ted, CooleafPro, Farm to T/K and Greenworks. For more information, visit trevelinokeller.com.



Vested

12 E. 33rd Street, 2nd Floor
New York, NY 10016
917/765-8720
info@fullyvested.com
twitter.com/vestedsays
facebook.com/teamvested

Dan Simon, Chief Executive Officer: dan@fullyvested.com
Binna Kim, President: binna@fullyvested.com
Ishviene Arora, Chief Operating Officer: ishviene@fullyvested.com
Eric Hazard, Chief Executive Officer of Vested Ventures: eric@fullyvested.com

Named the world’s fastest growing public relations agency, Vested is an integrated communications firm focused on the future of finance. The agency’s approach merges deep financial expertise with a creative, inclusive environment to deliver integrated, award-winning campaigns to its clients.

Vested is a founding member of the Global Fintech PR Network and established the public relations industry’s first agency-run investment group, Vested Ventures, to make direct investments in finance and financial technology startups.
At Vested, all full-time staffers have the opportunity to earn dividend-yielding shares in the company. Other employment perks that Vested offers include a work-from-anywhere policy, unlimited vacation, company-funded coffee and ride-share accounts, and a mandatory, three-month sabbatical every four years of employment.

The agency supports a range of firms across the financial spectrum, from established global institutions to disruptive fintech startups. Its client portfolio includes: Asset International, Axioma, Backstop Solutions, Betterment, Bloomberg, Bloomberg Tradebook, Broadridge, Carbon Trade Exchange, CFRA, Citadel, Clarity Money, Codestreet, Contix, D+H, Diebold Nixdorf, DTCC, Elevate, FeeX, Golub Capital, Hyannis Port Research, Institutional Investor Journals, Investopedia, LendIt, Mediant, Misys, Money Lion, M Science, Museum of American Finance, PeerStreet, Polaris, SmartBiz, Remesh, Quantitative Brokers, Synechron, Tabb Group, Tradebird, Virtus Partners, and WorldRemit.
Say hello at info@fullyvested.com.



Water & Wall Group

19 West 21st Street, Suite 1202
New York, NY 10010
212/625-2363
andrew@waterandwallgroup.com
www.waterandwallgroup.com

Andrew Healy, Partner
Scott Sunshine, Partner

Water & Wall Group is an award-winning integrated communications and marketing agency specializing in public relations, content strategy/development and corporate and crisis communications. Our team has helped countless financial and professional services entities build their brands, articulate investment intelligencia, ironclad their reputations, navigate crises and drive asset flows.

We’ve worked with some of the best-known brands in the industry, and have helped others grow from emerging businesses into household names. Our financial industry experience includes retail/institutional asset managers, hedge funds, private equity funds, VC firms, ETF providers, wealth managers, fintech companies, investment consultants and more. And our professional services experience extends to law and accounting firms, management and regulatory change consultants, executive compensation specialists and real estate companies.

We’re as careful at selecting our clients as they are at selecting us, and if we work together you can be certain you’ll have our undivided attention, out-of-the-box thinking and unwavering commitment to your success.



Weber Shandwick

909 Third Avenue
New York, NY 10022
212/445-8044

2 Waterhouse Sq. 104 Holborn
London, UK
+44 20 7067 0297

Liz Cohen, Executive VP, New York
Nick Oborne, Director, London

Weber Shandwick’s Financial Communications practice has the market-specific expertise, experience and strategic financial communications skills of a specialist firm, along with the resources and international reach of a full-service global agency. This enables us to successfully execute cross-border announcements in any and all regions around the world, including EMEA, Asia Pacific and Latin America. We were ranked as the #8 PR Firm for M&A in 2016 by The Deal as well as the #11 PR firm globally by deal value in 2016 by Mergermarket. Our team is comprised of MBAs, former investment bankers, lawyers, journalists, investor relations professionals as well as savvy media relations experts, all of whom can navigate the most complex financial announcements, as well as shape the media coverage post-announcement. As experts in communications around mergers and acquisitions, spin-offs, bankruptcies and restructurings, initial public offerings, investor relations, special situations and issues management, Weber Shandwick counsels listed and privately-held companies and organizations on a global basis, advising clients on many of the largest and most complex issues and transactions. We work closely with clients and their advisors to ensure consistent, targeted outreach to key stakeholders, including investors, analysts, employees, customers, vendors and journalists to support effective communications around critical financial transactions and issues both locally and globally. Weber Shandwick’s financial communications team has an on-the-ground presence in leading financial centers and can draw upon unmatched local market expertise to identify and mobilize advocates. Our established relationships with key financial, business and industry media and investment community influencers are critical in supporting our clients’ business objectives.



Professional Services PR Firms:

BackBay Communications
 
20 Park Plaza, Suite 801
Boston, MA 02116
617/391-0790
www.backbaycommunications.com
 
33 Cavendish Square
London, W1G 0PW
+44 (0)203 475 7550
 
Bill Haynes, President & CEO
Jen Dowd, COO
 
BackBay Communications is an integrated public relations and content marketing firm focused on the financial services sector, with special expertise in private equity, asset management and fintech.

BackBay is known for helping companies develop strong brands and raise brand awareness through thought leadership, media relations, research and message development and integrated outsourced marketing campaigns. BackBay has very close relationships with major business and trade media. With fifteen employees and offices in Boston and London, BackBay serves companies across the United States, Europe, and elsewhere, leveraging global partners.

BackBay takes a brand-centric, content-driven approach to developing and executing market positioning and integrated communications programs for financial services firms including marketing strategy, content development, creative design and multi-channel distribution of company news and perspectives to build brand awareness, credibility and drive new business for our clients.

Our services include public relations, branding, website development, marketing materials, videos, advertising and social media.

Our industry work and experience includes: Accounting/Advisory, Asset Management, Banks, Financial Technology, Hedge Funds, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



Bliss Integrated Communication

Member of The Worldcom Public Relations Group
500 5th Ave., #1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.blissintegrated.com

Elizabeth Sosnow, Meg Wildrick, Managing Partners
Cortney Stapleton, Partner
Michael Roth, Partner, Healthcare
Vicky Aguiar, Alexis Odesser, Greg Hassel, Julia Mellon, Keri Toomey, Reed Handley, Sally Slater, VPs

Bliss Integrated Communication’s roots in professional services run 40 years deep. We count among our clients some of the nation’s leading consulting, law and accounting firms, non-profits and associations, as well as innovative technology-enabled B2B solutions providers. Our clients operate across industries including retail, manufacturing, healthcare, technology and more.

Because professional services companies go to market on intangibles (ideas, expertise, education, advocacy, services), we create messages that codify our clients’ unique selling propositions to help them stay consistently visible in the media and relentlessly valuable to the markets they serve.

We’re energized by complex ideas and translate them into differentiated marketing programs that are achievable, on-strategy and high-impact. We treat our clients’ businesses as our own, diving deep to build a seamless understanding of your brand, goals and path to growth. We are channel-agnostic, focused foremost on helping you attract and retain the right audiences at the right time in the sales cycle.



Boardroom Communications, Inc.

1776 N Pine Island Road, Suite 320
Fort Lauderdale, FL 33322
954/370-8999
www.boardroompr.com
donsil@boardroompr.com

Julie Talenfeld, CEO
Don Silver, COO

When law and accounting firms seek out the very best and brightest Florida PR and marketing experts, they count on Boardroom Communications (DBA BoardroomPR). 

We are a full-service public relations and integrated marketing agency delivering results for many of Florida’s top law and accounting firms. By utilizing a systematic approach to bridge new and traditional media, our clients have an edge in rising above Florida’s highly competitive professional services market.

For more than 25 years, clients have turned to BoardroomPR for creative solutions to increase visibility, establish credibility and ultimately make their phones ring. Our highly experienced team of former journalists, multimedia and web marketing specialists and senior marketers have more than 100 years of combined experience counseling attorneys, accountants and their firms. Services include media relations, press conferences, media training and crisis management, social media, website marketing, video production and new business development training.

Whether you are a specialized boutique, a statewide firm or a Florida office of an out-of-state firm, we can help bring you to the next level. BoardroomPR has the experience and know-how to get the job done.



Bob Gold & Associates

1640 South Pacific Coast Hwy.
Redondo Beach, CA 90277
310/320-2010
Fax: 310/784-1050
bob@bobgoldpr.com
www.bobgoldpr.com

Bob Gold, President

Bob Gold & Associates is a results-driven, boutique-sized agency headquartered in Southern California with a satellite office in New York City and a global PR network of partner firms. We provide clients with strategies that resonate and engage, propelling businesses forward with an immediate, positive impact on the bottom line.

Whether you are a start-up or Fortune 500 firm in the entertainment technology industry, a content creator or simply looking to build your business, we will enhance your brand story and secure more buzz for your budget.

Our goal is to educate media and analysts about your organization, share your expertise, and demonstrate the effectiveness of your solutions.

Yes, press releases are part of the mix but our expertise lies in content creation, leveraging advertising, negotiating better rates and standing out at trade shows.

Together, we align audiences with news hooks that resonate and result in earned stories, while helping you build powerful relationships to increase exposure through sponsorships and press tours.

Since 1997 we have focused on relationship-building, bringing instant credibility to our clients’ business and providing unparalleled services to tell their story and generate results that we are all proud of.



CooperKatz & Company, Inc.

205 Lexington Avenue, 5th Floor
New York, NY 10016
www.cooperkatz.com

Ralph Katz, Principal
Anne Green, President / CEO

CooperKatz has extensive experience supporting professional services organizations, including management consulting firms, industry analysts, research organizations and trade associations. The agency offers a unique integration of marketing, public affairs, digital / social and creative services capabilities to support clients in: developing thought leadership programs; executing research; providing high-level media training; connecting experts with timely issues; driving content marketing strategies; securing op-eds, bylines and speaking opportunities; conceiving and leading digital / social media strategies; and developing presentations, meetings, events, videos, trade advertising and collateral materials. Our professional services experience has included engagements for such clients as: American Institute of Certified Public Accountants (AICPA); American Society of Composers, Authors and Publishers (ASCAP); Association of National Advertisers (ANA); Capgemini Health; Gap International; Guardian Life Insurance Company; Jackson Hewitt Tax Service; Millward Brown; National Association of Insurance Commissioners (NAIC); Navigant; Nielsen Media Research; Noblis Health Innovation; PwC; Siegel+Gale; TowerGroup and TowersPerrin.



Feintuch Communications

245 Park Ave., 39th Fl.
New York, NY 10167
212/808-4900
henry@feintuchpr.com
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, President
Richard Anderson, Senior Managing Director

Henry Feintuch, president, Feintuch
CommunicationsHenry Feintuch, president, Feintuch
Communications

Looking for senior hands-on support and demonstrated ROI for your professional services organization… but not big agency -overhead?

Feintuch Communications is an award-winning b-to-b firm with extensive experience in working with professional services firms and associations from legal, accounting, real estate and technology to market research, branding, digital media, media buying and more.

We collaborate with our clients to help package the core essence of their offerings and what makes them a standout in their field. Then, we develop a smart marketing and strategy to help build their brand, burnish their thought leadership and generate leads/revenue. Tactics typically include strategic media relations (business, financial, trade), speaking platforms, special events, social media, association marketing and awards/honors programs.

Our firm is a founding member of PR World Alliance, an international alliance of premier independent communications consultancies. Clients can leverage our network to implement projects throughout Europe, Asia, Africa and South America. Our principal is CFO of PRWA and a past president of PRSA-NY.



Hope-Beckham Inc.

1900 Century Place, Suite 250
Atlanta, GA 30345
404/604-2600
www.hopebeckham.com
Twitter: @HBIpr

Bob Hope, President & Co-Founder
bhope@hopebeckham.com
Paul Beckham, Chairman & Co-Founder
pbeckham@hopebeckham.com

Hope-Beckham President & Co-Founder: Bob Hope (left) and Chairman& Co-Founder Paul Beckham (right).Hope-Beckham President & Co-Founder: Bob Hope (left) and Chairman& Co-Founder Paul Beckham (right).

Bob Hope and Paul Beckham are two of the most well-known names in public relations and have been since well before the inception of Hope-Beckham Inc. in 1994. Their vast backgrounds helped pave the way for a firm known for staying up-to-date on the latest trends in public relations. They’re often asked to advise clients how to navigate choppy waters, and their deliverables keep those clients coming back for more of their innovative ideas.

Both are active in the community and sit on numerous boards including Atlanta Convention & Visitors Bureau (Bob) and Emory Center for Ethics (Paul). They consider their clients “friends” and their “friends” are some of the most recognizable names in Atlanta. As members of Rotary Club of Atlanta, they never miss an opportunity to network with established businesses and start-ups alike.

According to this dynamic duo, “Connectivity and know-how result in award-winning big ideas!”



ICR

685 Third Ave., 2nd flr.
New York, NY 10017
646/277-1200
tom.ryan@icrinc.com
www.icrinc.com

Thomas Ryan, CEO
tom.ryan@icrinc.com
Don Duffy, President
don.duffy@icrinc.com
Scott Tangney, Managing Director scott.tangney@ircinc.com

ICR brings a wealth of experience working with tax, accounting and compliance firms, management consultants, law firms, executive search firms, HR consulting firms, associations and other critical services organizations. Our innovative campaigns have earned the most prestigious communications and digital awards. As a top five independent corporate communications agency, ICR can assemble the ideal integrated team needed to achieve business objectives. Our current client base and knowledge spans 20 sectors.

Our integrated communications campaigns help differentiate brands and build thought leadership in fiercely competitive industries. The results include more new business opportunities, stronger reputations, and new talent. Starting with a proprietary immersion process, we create customized communications programs involving positioning, messaging, top-tier media relations, executive visibility, content, social media, marketing, digital communications, measurement and more.  Contact  Scott Tangney, Managing Director, scott.tangney@icrinc.com, 646-277-1299



InkHouse

260 Charles St., Suite 200
Waltham, MA 02453
inkhouse.com
Twitter: @InkHousePR
781/966-4100
workwithus@inkhouse.com

550 Montgomery Street, Suite 450
San Francisco, CA 94111
415/299-6600

256 West 38th Street
New York, NY 10018
646/975-5142

91 Clemence Street
Providence, RI 02903
401/633-8110

Beth Monaghan, CEO & Co-Founder, beth@inkhouse.com
Tina Cassidy, EVP & Chief Content Officer, tina@inkhouse.com
Jason Morris, EVP & General Manager, West Coast, jason@inkhouse.com
Nicole Bestard, EVP & General Manager, New York, nicole@inkhouse.com

InkHouse Co-Founder & CEO BethMonaghanInkHouse Co-Founder & CEO Beth Monaghan

InkHouse is breaking the agency mold. We’re making traditional media relationships relevant again. And we’re breaking down creative silos with integrated PR, content, social media, design, filmmaking and paid editorial all in one place. We value progress over process, but we also believe in the power of measurement. We’re bi-coastal, 10 years old, 100 people, and one of the fastest growing agencies in the country.

Founded in 2007, InkHouse’s steady growth can be attributed to the company’s longstanding reputation for solid PR and content campaigns, and deep bench of experienced communications professionals, former journalists and creative thinkers on staff.

We partner with global brands, Fortune 100 enterprises, venture capital firms and technology companies at any stage of their lifecycle. Our client roster runs the gamut from enterprise technology (fintech, security, cloud, wearables, SaaS), to professional services, venture capital, healthcare, education, consumer and real estate.

With offices in Boston, Providence, San Francisco and New York, InkHouse is well-positioned to serve both national and international clients looking for dynamic, thoughtful integrated communications campaigns.



Marketing Maven

1460 Broadway, 1st Floor
New York, NY 10036
212/967-5510
www.MarketingMavenPR.com
lindsey@marketingmavenpr.com
natalie@marketingmavenpr.com

Los Angeles Headquarters
310/994-7380

Lindsey Carnett, CEO & President
Natalie Rucker, Director of Business Development

Marketing Maven booked client Paul Amelio founder of N2 Global Solutions on Cheddar TV to discuss the SuperSocket. Marketing Maven booked client Paul Amelio founder of N2 Global Solutions on Cheddar TV to discuss the SuperSocket.

Bicoastal integrated marketing and strategic communications firm, Marketing Maven, focuses on media relations, investor relations, issues management, crisis communications and public affairs. We are in constant communication with key financial media, analysts, shareholders and influencers on behalf of our clients. From traditional earned media to new forms of social engagement, Marketing Maven drives conversations while maintaining a positive reputation for clients by delivering newsworthy messages to key audiences, using a range of platforms.

From high profile litigation, bankruptcy or restructuring announcements, analyst calls with media, public affairs issues with utilities companies, law enforcement association communications, mergers and acquisition stakeholder communications to reputation management for educational institutions, our strategic execution is core to the success of our campaigns for financial and professional services clients.

Marketing Maven is 8(a) certified by the U.S. Small Business Administration, Women’s Business Enterprise (WBE), has WOSB status with the government and DBE, CUCP and CPUC certification.



Marx Layne & Co.

31420 Northwestern Highway
Suite 100
Farmington Hills, MI 48334
248/855-6777 ext. 105
mlayne@marxlayne.com
www.marxlayne.com

Michael Layne, President

Marx Layne & Co. has a long and successful track record of positioning professional services firms as industry leaders in their respective sectors.

For more than twenty-five years, our experienced account executives have launched results-focused communications campaigns for attorneys, accountants, financial institutions, financial planners, turnaround-managers, architects and engineers. Our proven ability to exceed client expectations has earned us a reputation as a valued partner to our clients.

With our depth of experience, we combine the most effective marketing strategies to help professional service providers build brand equity and reputation, sell services, enhance credibility, and solidify relationships with their clients, referral sources, prospects and other stakeholders.

At Marx Layne & Company, we understand the subtle nuances and legal issues when marketing professional services. We are able to take our clients’ complex messages and package them in concise formats that are compelling to print, broadcast, online and social media. Importantly, we have demonstrated, time after time, that successful positioning can generate new business and retain existing clients for professional service firms.

We reach our clients’ targeted audiences through highly credible means beyond paid advertising. Our professional services agency clients retain us to position them as experts, to generate feature profiles in leading business media, to ghostwrite article submissions for professional trade publications, and to coordinate high-profile interviews in leading newspapers, magazines, radio, and TV news formats, locally, regionally and nationally.

From individual practitioners to large international firms, our clients are positioned through strategic initiatives including local, national and international media relations campaigns, media training and messaging, article/editorial ghostwriting and submission, website writing, design and optimization, email campaigns, social media and online reputation management, planning and implementation of seminars, direct mail campaigns, design, and writing and printing of brochures and newsletters.

And Marx Layne does all of this while continuing to respect the correlation between dollars spent by our professional service firm, clients and results.



PERRY COMMUNICATIONS GROUP

980 9th Street, Suite 410
Sacramento, CA 95814
916/658-0144
Fax: 916/658-0155
www.perrycom.com
@KassyPerry

Kassy Perry, President/CEO
Julia Spiess Lewis, Senior Vice President
Jennifer Zins, Vice President

Perry Communications Group is an award-winning, full service strategic communications firm. Led by Kassy Perry, PCG shapes ideas, galvanizes opinions and influences decisions ultimately leading to social change. The PCG team helps clients positively impact public policy issues not only in Sacramento, but throughout California and the U.S. PCG tackles high-profile issues such as health care, energy and environment, finance and water.

Whether the politically savvy PCG team is managing a complicated issue, running a statewide initiative campaign, leading a high-profile coalition or helping clients communicate, shape and influence with a mix of traditional and digital strategies, we achieve success by building strong relationships with policymakers, the media and corporate influencers. We excel at working with local and state governments. Since the company’s founding, we have worked with Fortune 500 companies, major industry associations and charitable organizations.

PCG provides services for an array of clients including: Pharmaceutical Research & Manufacturers of America, Bonnie J. Addario Lung Cancer Foundation, Partnership to Fight Chronic Disease, California Association of Health Underwriters, California Chronic Care Coalition, California Area Agencies on Aging.



Rasky Partners

70 Franklin St., 3rd flr.
Boston, MA 02110
617/443-9933

555 11th Street, NW, Suite 401
Washington, DC 20004
202/530-7700

Larry Rasky, Chairman & CEO
George Cronin, Managing Director
Justine Griffin, Managing Director
David Tamasi, Managing Director

Rasky Partners is a nationally recognized public and government relations firm with nearly three decades of experience providing exceptional client service to professional service organizations that operate at the intersection of business, politics and media.

With offices in Boston and Washington, D.C., Rasky Partners offers a comprehensive range of services including media strategy and public relations, government relations, reputation management, crisis communication and digital media to professional services clients in the healthcare, education, energy, legal, real estate, financial and technology industries.

As an independent firm, Rasky Partners has the flexibility and resources to address complex communications challenges with a commitment to serve our clients’ interests first. We are dedicated to providing consistent, strategic hands-on engagement at all levels, as each client team – including the senior professionals – is highly engaged, from the beginning to the end of each client engagement.



Rosica Communications

21-00 Route 208 South, #130
Fairlawn, NJ 07410
201/843-5600
Fax: 201/843-5680
pr@rosica.com
www.rosica.com
www.bloggerreach.com

Chris Rosica, President

Olympian and New Jersey native Laurie Hernandez was the the master of ceremonies at this year’s The Boys and Girls Clubs in New Jersey annual Youth of the Year Gala. Laurie is pictured here with Susan Haspel, State Director of The Boys and Girls Clubs in New Jersey and Chris Rosica, President of Rosica Communications.Olympian and New Jersey native Laurie Hernandez was the the master of ceremonies at this year’s The Boys and Girls Clubs in New Jersey annual Youth of the Year Gala. Laurie is pictured here with Susan Haspel, State Director of The Boys and Girls Clubs in New Jersey and Chris Rosica, President of Rosica Communications.

Rosica Communications is an integrated PR and online marketing firm that promotes and protects companies, brands and people. Founded in 1980, the firm serves a diverse clientele in the B2B and professional services, pet products, consumer packaged goods, food and beverage, healthcare and nonprofit sectors. Our PR, social media and communications capabilities for professional services companies include positioning and messaging, thought leadership, media relations, social media management, crisis communications, content marketing, corporate communications, cause marketing, tradeshow support, direct marketing, media training and influencer relations. Rosica’s social media services include strategy, management, branding, content development/optimization and follower acquisition. Our online marketing team, based in New Windsor, NY, specializes in SEO, online reputation/reviews management, online advertising (PPC and social ads) and website development.

As a “thinking partner” focused on achieving client objectives, Rosica creates and executes thought leadership programs with clearly defined KPIs and metrics. We craft compelling, authentic stories and effectively disseminate our clients’ good news to support their sales efforts. Our process includes:

•Strategically identifying our clients’ business and marketing goals
•Defining target audiences, influencers and key opinion leaders
•Honing the positioning, story and key messages; tailoring messages by each audience
•Developing measurable, integrated and creative PR, social media and internal/external communications programs
•Proactively communicating with clients
•Aggressively securing measurable results; benchmarking against pre-determined objectives
•Repurposing and leveraging content and PR coverage to augment tradeshow marketing, SEO, online reputation management, direct marketing and other activities



Schneider Associates
Member of the Worldcom Public Relations Group

2 Oliver Street, Suite 402
Boston, MA 02109
617/536-3300
launch@schneiderpr.com
www.schneiderpr.com

Joan Schneider, Chief Executive Officer & Founder
Phil Pennellatore, President
 
Successfully communicating key messages to diverse audiences in the ever-changing digital age is one of the biggest challenges facing today’s corporate leaders.

Schneider Associates has created public relations and integrated marketing communications programs for hundreds of financial services providers, law firms, commercial real estate brokers and developers, engineering and environmental firms, colleges and universities, private schools and nonprofit organizations. The agency’s programs accelerate awareness and engagement, and help our clients achieve measurable growth. Through integrated marketing strategies, we create multiple brand touch points with customer and stakeholder audiences while generating significant awareness in converged media channels, including marquis placements in publications such as the Wall Street Journal, the New York Times, The Huffington Post, and ABC Nightline. 

Schneider Associates is a full-service public relations and integrated marketing communications agency specializing in Launch Public Relations®, a proprietary method of launching new and revitalizing iconic products, services, companies, institutions and communities to build awareness, excitement and sales. Visit www.schneiderpr.com.



Tunheim

8009 34th Avenue S.
Suite 1100
Minneapolis, MN 55425
952/851-1600
www.tunheim.com/

Kathy Tunheim, CEO & Principal
Pat Milan, Chief Insights Officer
Lindsay Schroeder Treichel, Chief Transformation Officer
Brian Ortale, Chief Financial Officer
Liz Sheets, Chief Marketing Officer
Darin Broton, Stan Alleyne, Senior Consultants

Tunheim’s executive team. Front row (L-R): Pat Milan, Chief Insights Officer; Liz Sheets, Chief Marketing Officer. Back row (L-R): Kathy Tunheim, CEO + Principal; Brian Ortale, Chief Financial Officer; Lindsay Schroeder Treichel, Chief Transformation Officer.Tunheim’s executive team. Front row (L-R): Pat Milan, Chief Insights Officer; Liz Sheets, Chief Marketing Officer. Back row (L-R): Kathy Tunheim, CEO + Principal; Brian Ortale, Chief Financial Officer; Lindsay Schroeder Treichel, Chief Transformation Officer.

For 27 years, Tunheim has successfully helped clients navigate complex change with thoughtful and creative communications counsel. Our mission is to be the premier communications consulting company in the region by offering our clients the best pool of talent and unparalleled service. We operate by the fundamental beliefs that well-informed people make good decisions and effective communication is a critical component of successful business strategy.

Rethinking is our methodology. It means looking inside everything, to think outside everything. Particularly, we help our clients rethink how they must be understood by their stakeholders. We take on client goals as our own and tailor our approach for each unique client and situation. Clients benefit from our application of research, market analysis and experience. We bring insight. We develop strategy. We commit to flawless delivery.

We are a certified woman-owned business and a member of IPREX, the second largest independent global agency network.

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