 Lynn Morgen |
AdvisIRy Partners Group LLC has launched as a successor to investor relations agency Morgen-Walke Associates, which had been the biggest independent IR shop. Lighthouse Global Network in Chicago, which was owned by several private equity firms, acquried MWA in 2000.
AdvisIRy, which is headquartered in New York City, aims to address the challenges that public and pre-public companies experience in capital markets. In addition to investor services, it offers a range of services that includes financial media relations, crisis communications and IPO preparation.
“We formed AdvisIRy in order to provide clients with the best of both worlds—comprehensive advice coming from former sell-side analysts who recently covered their industry categories, combined with the communications experience and skills of seasoned IR professionals,” said partner Lynn Morgen.
The firm’s client roster is comprised of companies involved in business services, real estate services, technology, industrials, consumer/building products and energy.
“As former analysts,” said partner David Gold, “we are able to leverage years of investment community experience and institutional investor relationships to assist clients in achieving their objectives in today’s complex capital markets environment.”
Edelman handles Viking Holdings, the river and ocean luxury cruise line that plans to raise $1B via an IPO priced in the $21 to $25 per share range.
Teneo is handling the initial public offering of CVC Capital Partners, one of Europe’s largest private equity firms with nearly $200B in assets under management.
Brunswick Group represents Endeavor Group Holdings as it agrees to go private via its acquisition by Silver Lake technology investment firm, which is handled by Edelman Smithfield.
Tod Donhauser, a nine-year veteran of Edelman, has joined H/Advisors Abernathy as managing director and head of its San Francisco office.
Intelligent Group Ltd, a Hong Kong-based financial PR firm, has priced its initial public offering of 1.9M shares at $4, which is the low end of the $4 to $5 range.
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