PR for Finance, Investor Relations & Professional Services

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 35th year, is the #1 publication for PR and marketing communications pros.

Aug. '21 Financial PR/IR & Professional Services PR Magazine (PDF)

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Profiles of Financial PR/IR Firms

BackBay Communications

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

14-16 Great Chapel Street
London, W1F 8FL
T: +44 (0) 203 475 7552

Bill Haynes, Founder & CEO

BackBay Communications is an integrated public relations, thought leadership content development, and digital marketing agency focused on the financial services sector, with special expertise in private equity, asset management, fintech, and impact investing.

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 25 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 strategic integrated marketing plans, media relations, content creation, 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, Impact Investing, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



The Bliss Group
Member of The Next Practice and The Worldcom Public Relations Group

500 5th Ave., Suite 1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.theblissgrp.com

Bob Pearson, CEO
Michael Roth and Cortney Stapleton, Managing Partners
Greg Hassel and Julia Mellon,  SVPs and Co-Leaders of the Financial Services Practice
Liz DeForest, Reed Handley, Alexis Odesser, Sally Slater, Keri Toomey, SVPs
Alana Gold, Miles Hill, Courtland Long, Megan Tuck, VPs

The Bliss Group is a next-generation marketing communications agency with an award-winning financial services practice catering to the biggest names in retirement, insurance, investing, banking, private equity, and fintech. Decades of experience allows the firm to reach both B2B and B2C audiences by packaging complex business opportunities into strategic thought leadership campaigns that resonate with stakeholders.

We pride ourselves on developing creative strategies and engaging materials to help clients reach their goals across the PESO spectrum. With us, there is no “one-size-fits-all” approach. Our talented team of communications professionals bring innovative thinking to each and every situation.



Bospar

Serving 15 locations, including: San Francisco, New York, Los Angeles, Washington, D.C., Chicago and Austin

415/913-7528
success@bospar.com
@BosparPR
vimeo.com/571954519

Chris Boehlke, Curtis Sparrer, Tom Carpenter, Principals
Tricia Heinrich, Chief Content Officer

Curtis Sparrer, Principal of Bospar PR, is ready to go!Curtis Sparrer, Principal of Bospar PR, is ready to go!

Hey! Yeah, you, the person reading this.

Is it us, or do all these agency descriptions sound alike?

“We’re an integrated global communications and marketing agency that BLAH, BLAH, BLAH.”

That’s not the kind of thinking that’s going to get you noticed.

Yet, the industry has noticed Bospar for our work in tech PR.

Forbes named us one of the best PR agencies of 2021.

PRovoke named us their innovator of the year for 2021.

PRWeek named Bospar its “Outstanding Boutique Agency of the Year” for two years in a row.

PRNews included Bospar on its Agency Elite Top 100 list.

Bospar is a team of hard-driving tech PR professionals with purpose and relentless joy for what we do.  We are comprised of former journalists from social and traditional media and marketing, influencer, financial, SEO and public affairs experts. As a team, we get smart on contact, build relationships and launch PR campaigns, grounded in strategy and infused with creativity.

If you want to get known fast, accelerate adoption, or drive impact, Bospar exceeds all expectations.

With breakthrough coverage and visibility, simply put: our clients speed ahead—no “BLAH, BLAH, BLAH” about it!



Dukas Linden Public Relations

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

DLPR Chairman and CEO Richard Dukas; and President Seth Linden.From top: DLPR Chairman and CEO Richard Dukas; and President Seth Linden.

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

Dukas Linden Public Relations (DLPR) is a communications partner for leaders in finance, asset management, professional services, fintech and B2B technology. 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.

Ranked #9 on O’Dwyer’s list of top financial PR firms, 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 creation, media and presentation coaching, crisis and special situations communications, online reputation management and internal communications.

DLPR’s clients include well-known, large and middle-market companies in key areas of finance, including: institutional investing, mutual funds, ETFs, wealth management, alternatives and private equity, and investment and community banking. DLPR has proven professional services experience within accounting, business consulting, compliance, cybersecurity, economics, risk management, management consulting and law. DLPR also has strong experience in fintech and B2B technology.

DLPR has an exceptionally strong broadcast group that, on average, secures approximately 50 bookings per month, primarily on CNBC, Bloomberg, Fox Business and Yahoo! Finance.

Clients Include: ARK-Invest, Adams Street Partners, BlueMountain Capital, Brandes Investment Partners, Brightstar Capital Partners, Brown Advisory, Crossmark Global Investments, Duff & Phelps, EisnerAmper, Global X Management, JMP Group, Kearney, Livingstone Partners, Navigant, Neuberger Berman, OceanFirst Bank, Raymond James and Robeco Global.



Edelman

250 Hudson St., 16th Floor
New York, NY 10013
212/768-0550
Fax: 212/704-0117
www.edelman.com

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include the Cannes Lions Grand Prix for PR; Advertising Age’s 2019 A-List; the Holmes Report’s 2018 Global Digital Agency of the Year; and, five times, Glassdoor’s Best Places to Work. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Intelligence (research) and United Entertainment Group (entertainment, sports, lifestyle).



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
Doug Wright, Senior Account Director

Feintuch Communications’ (r to l) Doug Wright and Henry Feintuch cel- ebrating Silver Anvil campaign win with Deidre McFarland and Maris Cohen of NCSolutions.Feintuch Communications’ (r to l) Doug Wright and Henry Feintuch cel- ebrating Silver Anvil campaign win with Deidre McFarland and Maris Cohen of NCSolutions.

From fintech to financial services, the Feintuch Communications team has the experience and know-how to help its clients achieve their business objectives.

Our fintech experience is strong and varied—with decades of hands-on support to companies in virtually every facet of the business from foreign exchange and payment technologies to compliance software, loan platforms, trading technologies and more.

We provide integrated financial communications services to public and private companies seeking to raise capital, burnish their image or inform markets. Our senior team helps companies to fine-tune their corporate story for the investment community—and their market position and differentiation to the business and trade press. 

The firm’s expertise is supported by the global financial services specialists in the PR World Alliance, an international alliance of premier independent PR and IR consultancies.



Financial Profiles, Inc.

11601 Wilshire Blvd., Suite 1920
Los Angeles, CA 90025
310/622-8220
mconlon@finprofiles.com
www.finprofiles.com

Chicago, IL
San Francisco, CA
New York, NY  

Moira Conlon, President

Founded in 2007, Financial Profiles is a strategic communications firm that specializes in creating value through effective communications. We partner with public and private companies as well as asset management firms, sell-side firms and trade associations to provide strategic counsel, value-based positioning and messaging, and access to investors, analysts and the press. We work across industry sectors and have a dedicated financial services practice.

Our senior team has deep expertise across a range of specialized services including investor relations, media relations, IPO preparation, M&A support, corporate positioning and messaging, media training, and crisis communications support. We are proud of successes in leveraging best-in-class communications to help our clients distinguish themselves, enhance credibility, and build Wall Street and media support.

Clients Include Aristotle Capital Management, AEye, Inc., Banc of California, Inc., BlackRock TCP Capital Corp., Calavo Growers, Inc, ChargePoint, Inc. Columbia Banking System, Inc., CURO Group Holdings Corp., Duluth Holdings, Dynex Capital, Inc., Essentium, Inc., Green Thumb Industries, Midland States Bancorp, National Assn. of Corporate Directors, National Assn. of Theater Owners, Oaktree Capital Group, One Energy LLC, Resources Global Professionals, Southern States Bank, STORE Capital, Tula Technology, UBS Wealth Management USA, Valens Semiconductor, Ltd., Verano Holdings Corp., Victory Capital Management, Western Asset Mortgage Capital Corp.



FINN Partners

301 E. 57th Street, 4th Floor
New York, NY 10022
212/715-1600
www.finnpartners.com
 
Ryan Barr, Managing Partner, Global Financial Services Practice Leader

Finn Partners’ Global Financial Services Practice advises companies on strategies to navigate today’s highly competitive markets and complex regulatory environments. They also help clients achieve successful business outcomes through purposeful storytelling and integrated communications, and identify the most meaningful ways for clients to engage key audiences and inspire action. Led by industry veteran Ryan Barr, the practice has continued to grow globally working with clients in various stages of their lifecycle and attracting industry experts in the U.S., Europe and APAC. In today’s ever changing environment, FINN’s senior counselors understand that modern companies must engage customers and clients in ways never before imaginable. Whether broadening brand awareness, building appreciation for clients transforming an industry or driving adoption of new products and services, FINN’s Financial Services practice combines smart data and analytics with creative programing and flawless tactical execution to deliver bold, meaningful and amazing work for clients.



FTI Consulting Strategic Communications

88 Pine Street, 32nd Floor
New York, NY 10005
212/850-5600
www.fticommunications.com
 
Mark McCall, Global Segment Leader

C-suites, boards of directors, and business leaders from around the world come to FTI Strategic Communications with their most complex, business-critical issues that require diverse skill sets and integrated disciplines. As part of a global business advisory firm, we help these organizations manage change, mitigate risk and enhance their market position by combining decades of deep subject matter expertise with functional and disciplinary experience.

Our financial communications professionals serve as trusted advisors to management teams on a range of capital markets events as well as other stakeholder issues throughout the corporate life-cycle. We help clients navigate their most pressing challenges and opportunities around M&A, IPOs, restructuring, capital raising, corporate governance, ESG strategy, proxy fights, and shareholder activism. Our integrated capabilities in financial communications, corporate reputation and public affairs help clients protect and drive business value.



G&S Business Communications

111 West 33rd Street, 22nd Floor
New York, NY 10001
212/697-2600
Growth@GScommunications.com
www.gscommunications.com/
Twitter.com/gs_comms
Linkedin.com/company/gs-business-communications
Facebook.com/gsbusinesscommunications

Additional locations: Raleigh, NC & Chicago, IL

Luke Lambert, President & CEO
Ron Loch, COO
Steve Halsey, Chief Growth Officer
Seth Niessen, Controller
Anne Green, Managing Director, Business Consulting
Brian Hall, Managing Director, Chicago
Doug Hampel, Managing Director, Client Service
Caryn Caratelli, Managing
Director, Client Service
Stephanie Moore, Managing Director, Client Service
Kate Threewitts, Managing Director, Human Resources

G&S Business Communications helps innovative companies change the world. Our Financial & Professional Services practice is a cornerstone of our agency, where researchers, media strategists, storytellers, and engagement experts meet each client at the intersection of business and communications.

Our strategies help B2B clients meet their business goals, and our work produces meaningful results that move markets. Our commitment to measurement ensures that we are constantly learning and improving to make programs better.
Our mission is to inspire people to take action, and our vision is to fuel transformation, resulting in business growth for our clients.



ICR

685 Third Ave., 2nd Floor
New York, NY 10017
646/277-1200
www.icrinc.com

Thomas Ryan, CEO (tom.ryan@icrinc.com)
Don Duffy, President (don.duffy@icrinc.com)
Phil Denning, Partner (phil.denning@icrinc.com)

Established in 1998, ICR partners with companies to execute strategic communications and advisory programs that achieve business goals, build awareness and credibility, and enhance long-term enterprise value. The firm’s highly-differentiated service model, which pairs capital markets veterans with senior communications professionals, brings deep sector knowledge and relationships to more than 650 clients in approximately 20 industries. ICR’s healthcare practice operates under the Westwicke brand. Today, ICR is one of the largest and most experienced independent communications and advisory firms in North America, maintaining offices in New York, Norwalk, Boston, Baltimore, San Francisco, San Diego and Beijing. ICR also advises on capital markets transactions through ICR Capital, LLC.

Learn more at icrinc.com. Follow us on Twitter at @ICRPR.



Inkhouse

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

Beth Monaghan, CEO & Founder, beth@inkhouse.com
Jason Morris, President, jason@inkhouse.com
Alison Morra, Chief Operating Officer, alison@inkhouse.com
Dan O’Mahony, EVP & San Francisco General Manager, dan@inkhouse.com
Kate Riley, EVP & Seattle General Manager, kate@inkhouse.com
Ed Harrison, EVP & Boston General Manager, ed@inkhouse.com
Tiffany Darmetko, EVP of Client Services & NYC Interim General Manager, tiffany@inkhouse.com

Inkhouse is an integrated PR agency for innovative thinkers, creators and leaders who believe in the power of stories to effect positive change. We bring new ideas to market. We were founded in 2007 and have grown to an agency of 130 people across four offices. Find us in the real world in Boston, New York, San Francisco and Seattle and in the digital one at www.inkhouse.com.

Client list: Aircall, AT&T Cybersecurity, Atomwise, BlueVine Capital, Blume Global, Cambium Learning, Capella Space, Checkmarx, Cockroach Labs, CropOne, Crunchbase, Databricks, Datto, Deepgram, Engie, Ergotron, Eversource Energy, EVgo, Gravy Analytics, Incredible Health, Inrupt, Matillion, Molekule, NEXT Insurance, Netskope, Okta, Qumulo, Raytheon, ReliaQuest, SmartRent, Starburst and Talespin.



Joele Frank, Wilkinson Brimmer Katcher

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

One California Street, Suite 2275
San Francisco, CA 94111
415/869-3950

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 companies to smaller, private enterprises across virtually all 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 and media relations, restructuring and bankruptcy, shareholder activism, crisis communications and special situations, transaction communications, IPOs, spin-offs and SPACs, corporate governance/ESG, litigation support, private equity, and design and digital.

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



Lambert & Co.

1420 Broadway St., 1st Floor
Detroit, MI 48226
313/309-9500
www.lambert.com
engage@lambert.com

450 Seventh Ave., 20th Floor, Ste. 2002
New York, NY 10123
212/971-9718

Jeff Lambert, Founder & CEO
Don Hunt, President/Partner
Mike Houston, Managing Partner
Sarah Smith, Chief Growth Officer
Karen Keller, Director of Sales 

Lambert & Co. is an award-winning strategic communications firm specializing in investor relations, public relations, and integrated marketing. Having been recognized as a top-10 investor relations firm and a top-five private equity communications agency nationally, our core difference is the priority we place on business outcomes versus agency output. This philosophy has helped Lambert stand apart as an organization where leaders want to grow, and clients want to stay. Our innovative and tenacious culture has led us to strategic partnerships with global MBE and WBE multi-cultural marketing agencies to complement our in-house team of creatives, PR practitioners, web developers, social and paid media experts and multimedia producers. Additionally, we are a founding partner in TiiCKER, a consumer shareholder marketing and perks platform.

We have significant experience raising the profile of publicly traded organizations, private equity and venture capital funds, and emerging growth companies seeking to raise capital. Our capital markets team features individuals with diverse skill sets, including communications professionals formerly of Fortune 500 companies; national consumer brands; global agencies; private equity and Wall Street.

We learn understand the issues and trends you face to align your business objectives with strategy-based counsel that is measurable to your goals and relevant to your audiences. We are proud to be a national leader in financial communications counsel and take pride in delivering bottom-line outcomes for our clients.



Montieth & Company
 
155th E 44th St, Suite 1610
New York, NY 10017  
646/864-3080
hello@montiethco.com
www.montiethco.com

Montieth Illingworth, CEO & Global Managing Partner
Perry Goldman, Director, Professional Services, Crisis Management and Litigation PR
Becky Nye, Director, Financial Services and IR
Katarina Matic, Director, Marketing Communications, Issues Management and Public Affairs
Cameron Penny, Director, EMEA
Leslie Fung, Director, APAC

Montieth & Company is a global communications consultancy that provides a fully integrated set of communications services and solutions that deliver high-value, measurable outcomes for financial services companies. Our clients include asset managers, financial advisors, banks, insurance companies, private equity firms, real estate and real asset firms and hedge funds managing between $2 billion and $1 trillion in AUM. This practice area incorporates our financial communications/IR services that support publicly listed companies on all major exchanges, and provides specialist solutions for SPACs, IPOs, M&A and regulatory matters. We help you to achieve influence, realize your ambitions, and solve critical problems. Our flexible, integrated and budget-efficient cross-border model enables us to reach into multiple money and media markets via our global hubs in New York, London and Hong Kong.



Prosek Partners

105 Madison Avenue
New York, NY 10016
212/279-3115
www.prosek.com
 
Jen Prosek, Managing Partner
 
Prosek Partners is among the largest independent communications and marketing firms in the U.S. and one of the few domestic, mid-size firms that offers global capabilities through its London office and international network. Specializing in providing a full range of communications solutions to financial and professional services companies, the firm delivers an unexpected level of passion, creativity and marketing savvy.

Prosek Partners’ “Unboxed Communications” approach brings breakthrough ideas to every client engagement. Services include digital and traditional media relations, financial communications, investor relations, transaction services, crisis communications and issues management, digital marketing, design and creative services, content creation, publishing, media training and branded entertainment.

The firm has been named PRovoke’s 2021 Corporate and Financial Agency of the Year, an Inc. 5000 Fastest-Growing Company, a “Top Place to Work in PR” by PR News, a New York Observer Power PR firm, and a PRovoke “Best Agency to Work For” and “Agency of the Year.” Prosek Partners is a certified Woman-Owned Business.



RF|Binder

950 3rd Ave. Floor 8
New York, NY 10024
www.rfbinder.com

Amy Binder, CEO
Jacqueline Piccolo, Senior Managing Director, Strategy & Growth

The RF|Binder Corporate & Financial Services practice has worked with some of the most recognizable brands across retail banking, asset management, brokerage, mutual funds, financial technology, insurance, professional services, and private equity. Our fully integrated communications team works closely with the firm’s digital and analytics practice to develop and execute measurable programs closely tied to business objectives. We help organizations with all aspects of their communication programming, from the development of narratives and messaging, executive positioning, thought leadership, reputation management, media relations, ESG strategy and communications and corporate social impact programming, to implementing B2B/B2C communications initiatives, including social and digital media programming, content campaigns, branding and design, influencer relations, and more. Our team brings a broad understanding of the regulatory and compliance issues that govern communications around financial service companies and products, and take a consultative approach with our clients.



Sitrick And Company

800/288-8809
www.sitrick.com

Los Angeles: 310/788-2850
New York: 212/573-6100, 800/699-1481
San Francisco: 415/369-8470
Washington, D.C.: 703/610-3420
Boston: 508/360-6147

Michael S. Sitrick, Chairman and CEO

Sitrick And Company focuses on corporate, financial, transactional, reputational, and crisis communications. While the firm has a substantial practice in each of these areas, it is best known for its work in sensitive, make-or-break situations. Sitrick is an internationally recognized leader in crisis management, including litigation support in both civil and criminal matters, data breaches, product recalls, short seller attacks, mergers and acquisitions, corporate governance, and in- and out-of-court restructurings. Clients include public and private companies—from those in the Fortune 100 to start-ups—as well as government agencies and high-profile individuals in business, finance, sports, entertainment, and politics.

While the firm is known for its placement and shaping of some of the nation’s most important news stories, giving it access to media reporters and editors that few firms can rival, perhaps even more telling are those that never appear in the media—traditional or digital—the result of Sitrick And Company having achieved the much more difficult task of keeping clients out of the news.

For additional information including clients for whom our work was public and additional media comments about our firm see: www.sitrick.com.



Sloane & Company
 
7 Times Square, 17th flr.
New York, NY 10036
212/486-9500
Fax: 212/486-9094
info@sloanepr.com
www.sloanepr.com

Darren Brandt, Whit Clay, Co-CEOs

Sloane & Company is an industry-leading strategic communications firm that provides a range of crisis-focused services around situations including: shareholder activism; litigation; unforeseen management changes; Board issues; employee issues; cybersecurity; natural disasters; product integrity; regulatory and legislative issues; bankruptcies / restructurings; environmental issues; and corporate governance.  More broadly, we provide strategic counsel and support around corporate and financial public relations; transactions; strategic insights; messaging, analytics and measurement; public affairs; and investor relations—to public and private companies as well as investors, associations and individuals.
We are experts at assisting clients when unforeseen events threaten to impact their business or damage their reputation.  We are known for our intelligence, intensity, creativity and focus on getting results.  Whether the situation calls for developing and delivering the right messages to the audiences that matter or advising on high-stakes deals or crises, our goal is the same —to drive winning outcomes for our clients.

We have become a go-to firm when these crises and special situations occur by listening to our clients, understanding the situation, determining the risks to their business and delivering candid advice to management teams, boards, executives and organizations when they need it most. Clients have the benefit of working with senior executives with decades of experience who offer professional counsel in all phases of crisis planning and response, leading to immediate results.

Beyond specific crisis situations, we develop effective and actionable contingency plans in close coordination with a client’s legal, financial, marketing, communications and government relations/lobbying advisors. Our approach provides best-practices and enhances client procedures and appropriate training of personnel before and during a crisis.  When the unexpected happens, we actively manage and support implementing the appropriate communications tactics.  After the crisis subsides, we help clients restore their credibility and reputation in the marketplace.



Stanton

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

Alex Stanton, CEO
Tom Faust, Charlyn Lusk, Managing Directors
Katrin Lieberwirth, Liam Collopy, Michael Goodwin, Matthew Conroy, SVPs

Stanton is a strategic communications partner to global firms, mid-size leaders and entrepreneurial enterprises in sectors including financial services/insurance, healthcare, professional services and technology. We are best known for our work in financial and corporate communications where our combination of smart strategy, innovative thinking and first-class execution produces business-changing results. 

Stanton is defined by a practitioner model where our senior professionals spend the majority of their time on client work. Flexibility, collaboration, responsiveness, and bureaucracy-free service are the hallmarks of our relationships.

With offices in New York and the San Francisco Bay Area, Stanton supports clients through media relations, content development and marketing, executive visibility, thought leadership, crisis management, analyst relations, social media management and more. 

Clients include: 3i, Albright Capital Management, Allianz Global Corporate & Specialty, AM Best, Aryaka, AvantBio, Bain Capital, Brevet Capital, Carl Marks Advisors, Conning Asset Management, CSAA, CVC Capital Partners, First Eagle Alternative Credit, FFL Partners, HGGC, Hometap, Hudl, Lincolnshire Management, Makena Capital, Leste Group, Marin Health, MD7, Mobilitas, Mosser, One Equity Partners, One Inc., Rackspace Technology, SaverLife, SFW Capital Partners, Summit Health, Sun Capital Partners, T1D Fund, The Index Standard, Toorak Capital Partners, Vertical Bridge and Winston & Strawn.



Trevelino/Keller

981 Joseph E. Lowery Blvd., #100
Atlanta, GA 30318
404/214-0722
dtrevelino@trevelinokeller.com
gkeller@trevelinokeller.com
www.trevelinokeller.com
www.groovy-studios.com

Dean Trevelino, Founder and Principal, 404/214-0722 X106
Genna Keller, Founder and Principal, 404/214-0722 X105

Coming off of what has become Atlanta’s signature financial services event, FinTech South, Trevelino/Keller was selected as agency of record for the third year running by the event’s lead partner, the Technology Association of Georgia.  TAG’s 2021 Georgia Fintech Ecosystem Report is particularly relevant to Trevelino/Keller as it readies its launch of its new Eco-Mark [Ecosystem Marketing] approach to the marketplace.  The firm’s financial services practice has benefitted from its well-balanced experience base of B2B and B2C clients, enabling it to serve traditional financial services companies as well as fintech organizations that leverage its technology practice.  Leveraging the firm’s three core service areas—public relations, integrated marketing and creative services—its mission is to help companies build, launch and scale their businesses with a goal of growth, acquisition or exit.

Of note is the firm’s success with emerging financial/fintech brands that have leveraged the momentum of public relations campaigns to realize their business goals.  In recent years, brands like Paymetric [tokenization], FactorTrust [Underbanked data], Capital Access Network [alternative lending], all realized successful exits following campaigns led by Trevelino/Keller.

The firm’s continued emphasis on start-ups has been differentiated in the marketplace by its success harnessing an entrepreneurial-led ecosystem of organizations that include Atlanta Tech Village, Atlanta Tech Angels, Tech Alpharetta, Keiretsu Forum, LaunchPadFX, Women in Technology and Raise Forum.



Vested

31 East 17th Street
New York, NY 10003
917/765-8720
www.fullyvested.com
Twitter.com/vested
Linkedin.com/company/10038977

From left: Vested President & Co-Founder Binna Kim, CEO & Co-Founder Dan Simon and COO & Co-Founder Ishviene Arora.From left: Vested President & Co-Founder Binna Kim, CEO & Co-Founder Dan Simon and COO & Co-Founder Ishviene Arora.

Treasure House – 19-21 Hatton Garden
London EC1N 8BA
United Kingdom
+44.20.3691.7990

232 Scott St.
San Francisco, CA 94117

150 King Street West, Suite 200
Toronto, Ontario M5H 1J9 Canada

Dan Simon, CEO, dan@fullyvested.com
Binna Kim, President, binna@fullyvested.com
Ishviene Arora, COO, ishviene@fullyvested.com
Elspeth Rothwell, UK CEO, elspeth@fullyvested.com
Amber Roberts, CEO, Professional Services, amber@fullyvested.com
Eric Hazard, Managing Director, eric@fullyvested.com
Christina Bertinelli, Manging Director, christina@fullyvested.com
Corey Goldman, Managing Director, Canada CEO, cgoldman@fullyvested.com

Vested is an award-winning, global integrated financial services communications firm with offices in New York, San Francisco, Toronto and London. Known for its work with blue-chip brands including Ernst & Young, Aon, American Express, Bloomberg and Morgan Stanley, the firm has been recognized as one of America’s Best PR agencies by Forbes and Medium PR Agency of the Year by PR News.

Vested has always been a place that celebrates diversity. From its minority-lead, primarily female leadership team to its commitment to DE&I recruiting with partner organizations like Audeliss and LaGrant Foundation. Additionally, Vested places a high priority on democratizing access to education. That’s why it launched VestED, a program that offers free financial education to help teams upskill and stay ahead of industry trends.

Vested is a founding member of Financial Narrative, the world’s leading network for senior financial marketers and communicators; and leaned on its consultant expertise to launch a resource center for COVID-related executive communications.



Water & Wall

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

Andrew Healy & Matt Kirdahy, Partners

Water & Wall is an award-winning communications and marketing agency specializing in earned media, content strategy/development, branding, design, and crisis communications.

Our team helps build and maintain the reputations of financial and professional services brands and we’ve worked with some of the most well-known names in the business. Our financial industry experience includes retail/institutional asset managers, hedge funds, ESG/sustainability firms, private equity funds, VC firms, ETF providers, wealth managers, real estate managers, fintech companies, investment consultants and more. And our professional services experience extends to law and accounting firms, management and regulatory change consultants and executive compensation specialists.

We’re as careful at selecting our clients as they are at selecting us, and if we work together you’ll have our undivided attention, creative thinking, and unwavering commitment to your success.



Professional Services PR Firms:

5W Public Relations

230 Park Avenue, 32nd Floor
New York, NY 10169
info@5wpr.com
www.5wpr.com

Ronn D. Torossian, Founder & CEO
Dara A. Busch, Matthew Caiola, Presidents

Since 2003, New York City-based 5W Public Relations (5WPR) has worked with widely known and emerging brands, corporations, and high-profile individuals. Our practice areas include Consumer Products & Brands, Food & Beverage, Health & Wellness, Beauty, Apparel & Accessories, Home & Housewares, Parenting & Baby, Travel & Hospitality, Entertainment & Sports, Corporate, B2B Technology, B2C Technology, Public Affairs & Government Relations, Nonprofit, Crisis Communications, Events, and Digital Marketing & Social Media. We have a 360-degree approach to PR, social media, branding, and digital marketing that delivers game-changing results for our clients.

Our 200+ tenacious and creative communications practitioners develop and execute leading edge campaigns that connect our clients with their target audiences in memorable ways. Every aspect of our programs are designed to impact our clients’ bottom line, bringing leading businesses a resourceful, bold, and results-driven approach to communication.

5WPR’s diverse client experience includes GNC, Sparkling ICE, It’s a 10 Haircare, jane iredale, Payless, Shapermint, Anatomie, Luna Park, The Pioneer Woman, Ethique, Cleancult, SmileDirectClub, BLACK+DECKER Junior, SAP NS2, Samsung, The Trade Desk, CareerBuilder, Santa Margherita, Topps, Retro Fitness, LifeStyles, SodaStream, Zeta Global, Therabody, CarParts.com, Five9, Webull, and CoinFlip, among others. Our innovative programs have received recognition and we have won many awards, including PR Agency of the Year, PR Campaign of the Year, Product Launch of the Year, and Business to Business Program of the Year.



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

14-16 Great Chapel Street
London, W1F 8FL
 +44 (0) 203 475 7552

Bill Haynes, Founder & CEO

BackBay Communications is an integrated public relations, thought leadership content development, and digital marketing agency focused on the financial services sector, with special expertise in private equity, asset management, fintech, and impact investing.

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 25 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 strategic integrated marketing plans, media relations, content creation, 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, Impact Investing, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



The Bliss Group
Member of The Next Practice and The Worldcom Public Relations Group

500 5th Ave., Suite 1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.theblissgrp.com

Bob Pearson, CEO
Cortney Stapleton and Michael Roth, Managing Partners
Keri Toomey, SVP and Leader of the Business & Professional Services Practice
Liz DeForest, Reed Handley, Greg Hassel, Julia Mellon, Alexis Odesser, Sally Slater, SVPs
Alana Gold, Miles Hill, Courtland Long, Megan Tuck, VPs

The Bliss Group is a next-generation marketing communications firm that has been providing strategic counsel and communication services for over 45 years. We work with leading and growing accounting, consulting, B2B tech, SaaS, human capital, legal, risk and nonprofit organizations to define a niche, establish a leading presence, and punch above competitors through differentiated insight and a more innovative approach.

Because there is no “one-size-fits-all” in professional services, our talented team develops specialized marketing communications strategies to ensure that products and perspectives get attention from the desired audiences. The old marketing playbook won’t cut it anymore—that’s where The Bliss Group steps in.



Bospar

Serving 15 locations, including: San Francisco, New York, Los Angeles, Washington, D.C., Chicago and Austin.

415/913-7528
success@bospar.com
@BosparPR
vimeo.com/571954519

Chris Boehlke, Curtis Sparrer, Tom Carpenter, Principals
Tricia Heinrich, Chief Content Officer

Curtis Sparrer, Principal of Bospar PR, is ready to go!Curtis Sparrer, Principal of Bospar PR, is ready to go!

Hey! Yeah, you, the person reading this.

Is it us, or do all these agency descriptions sound alike?

“We’re an integrated global communications and marketing agency that BLAH, BLAH, BLAH.”

That’s not the kind of thinking that’s going to get you noticed.

Yet, the industry has noticed Bospar for our work in tech PR.

Forbes named us one of the best PR agencies of 2021.

PRovoke named us their innovator of the year for 2021.

PRWeek named Bospar its “Outstanding Boutique Agency of the Year” for two years in a row.

PRNews included Bospar on its Agency Elite Top 100 list.

Bospar is a team of hard-driving tech PR professionals with purpose and relentless joy for what we do.  We are comprised of former journalists from social and traditional media and marketing, influencer, financial, SEO and public affairs experts. As a team, we get smart on contact, build relationships and launch PR campaigns, grounded in strategy and infused with creativity.

If you want to get known fast, accelerate adoption, or drive impact, Bospar exceeds all expectations.

With breakthrough coverage and visibility, simply put: our clients speed ahead—no “BLAH, BLAH, BLAH” about it!



Brownstein

215 S. Broad Street
Philadelphia, PA 19107
215/735-3470
brownsteingroup.com
newbusiness@brownsteingroup.com

Laura Emanuel, VP & Director of Public Relations

At Brownstein, we help our clients navigate the changing tides of culture and business with a focus on achieving brand longevity. Our Professional Services PR practice advises clients on complex communications strategies to meet their customers’ needs today, while ensuring the brand’s vitality in an ever-changing world.

With the right balance of long-term brand building, awareness, and reputation management, combined with revenue-driving activations and promotions, Brownstein provides a path to building unstoppable brands. Our roster of professional services clients includes NJM Insurance, American Water, TruGreen, PREIT, Unibail-Rodamco-Westfield and Cenero—complementing our financial services capabilities for brands such as ACI Worldwide and The Bancorp, among others. 

At Brownstein, we don’t just fuel unstoppable brands. We embody brand longevity as an agency. With nearly 60 years in the business, we’ve evolved from our roots as a boutique agency to an Ad Age Small Agency of the Year and a member of Worldwide Partners’ global network of independent agencies.



Buchanan Public Relations LLC

890 County Line Rd.
Bryn Mawr, PA 19010
610/649-9292
info@buchananpr.com
BuchananPR.com
Twitter: @BuchananPR
LinkedIn.com/company/buchananpr
Facebook.com/BuchananPR

Anne A. Buchanan, APR, President (anne.buchanan@buchananpr.com)
John Reynolds, VP (john.reynolds@buchananpr.com)

Founded in 1998, Buchanan Public Relations LLC is an award-winning, national communications agency in Philadelphia. We specialize in strategic communications, media relations, digital, and crisis communications, with expertise in a variety of categories including healthcare, life sciences, financial services, professional services, not-for-profit, real estate and consumer goods.

With excellence and integrity as guiding principles, we help brands find and share stories that matter. Our storytelling tools include graphics, video, thought leadership, content creation, and more. We pride ourselves on solid, long-term relationships with our clients.

Our client experience in the professional services space includes accounting, consulting, HR, legal, fund services, wealth management and insurance firms.

A founding member of the Public Relations Global Network (PRGN), we offer clients access to 50+ top-tier, independent PR firms around the world.

In 2021, Buchanan Public Relations was named to Forbes’ inaugural list of America’s Best PR Agencies.



Edelman

250 Hudson St., 16th Floor
New York, NY 10013
212/768-0550
Fax: 212/704-0117
www.edelman.com

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include the Cannes Lions Grand Prix for PR; Advertising Age’s 2019 A-List; the Holmes Report’s 2018 Global Digital Agency of the Year; and, five times, Glassdoor’s Best Places to Work. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Intelligence (research) and United Entertainment Group (entertainment, sports, lifestyle).



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, Fein- tuch Communications and CFO, PR World Alliance.Henry Feintuch, president, Feintuch Communications and CFO, PR World Alliance.

Henry Feintuch, President
Doug Wright, Senior Account Director

Seeking external PR support for your professional services organization?

Feintuch Communications, an award-winning PR firm, has extensive experience in working with professional services organizations. Market segments we’ve supported include law firms, accounting firms, real estate developers, market research, advertising, branding, digital media and media buying companies.

We collaborate with our clients to help differentiate and position them; and then package the core essence of their offerings and what makes them a standout in their field. Then, we develop a strategy and smart marketing/PR campaign 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.

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



French/West/Vaughan

112 East Hargett St.
Raleigh, NC 27601
919/832-6300
www.fwv-us.com

Rick French, Chairman & CEO
David Gwyn, President / Principal
Natalie Best, Chief Operating Officer / Principal

Founded in 1997, French/West/Vaughan (FWV) is the Southeast’s leading public relations, public affairs, advertising and digital media agency, a distinction it has held since 2001. Its professional services practice area is ranked 13th in the country.

FWV’s extensive legal and professional services marketing experience includes work done on behalf of: Edwards Kirby LLP; Smith Anderson; Perkins & Will; HR Florida; NCSHRM; Lynch Mykins; Coats & Bennett, PLLC; Lisa Smithson & Company; Marshall & Taylor, P.C.; Poyner Spruill LLP; Smith Moore LLP; Vickie Milazzo Legal Nursing Services; Womble Carlyle Sandridge & Rice; and Yates, McLamb & Weyer.

In addition to its diverse range of legal and professional services clients, FWV’s passionate team of expert storytellers works with many of the world’s leading companies and brands, including Wrangler, ABB, Proximo, Melitta, Volvo Trucks North America, the V Foundation for Cancer Research and the N.C. Department of Transportation, just to name a few.

Among FWV’s operating divisions are: FWV Fetching, a pet and veterinary PR and marketing agency; AMP3 PR, a fashion, beauty, luxury and lifestyle PR firm based in New York City; CGPR, an active lifestyle, outdoor, ski, fashion, technology and travel PR and consumer brand marketing agency based in Greater Boston; and Prix Productions, the company’s long-form content feature and documentary film division, with offices in Raleigh and L.A. FWV employs more than 120 public relations, public affairs, social media, advertising and digital marketing experts between its Raleigh, N.C., headquarters and other offices around the country.



G&S Business Communications

111 West 33rd Street, 22nd Floor
New York, NY 10001
212/697-2600
Growth@GScommunications.com
www.gscommunications.com/
Twitter.com/gs_comms
Linkedin.com/company/gs-business-communications
Facebook.com/gsbusinesscommunications

Additional locations: Raleigh, NC & Chicago, IL

Luke Lambert, President & CEO
Ron Loch, COO
Steve Halsey, Chief Growth Officer
Seth Niessen, Controller
Anne Green, Managing Director, Business Consulting
Brian Hall, Managing Director, Chicago
Doug Hampel, Managing Director, Client Service
Caryn Caratelli, Managing Director, Client Service
Stephanie Moore, Managing Director, Client Service
Kate Threewitts, Managing Director, Human Resources

G&S Business Communications helps innovative companies change the world. Our Financial & Professional Services practice is a cornerstone of our agency, where researchers, media strategists, storytellers, and engagement experts meet each client at the intersection of business and communications.

Our strategies help B2B clients meet their business goals, and our work produces meaningful results that move markets. Our commitment to measurement ensures that we are constantly learning and improving to make programs better.
Our mission is to inspire people to take action, and our vision is to fuel transformation, resulting in business growth for our clients.



Greentarget Global Group

141 W. Jackson Blvd., Suite 3100
Chicago, IL 60604
312/252-4100
www.greentarget.com

Aaron Schoenherr, Founding Partner
John Corey, President & Founding Partner
Laura Miller, Executive VP

Greentarget is a strategic public relations firm that helps professional and financial services organizations create unique positions of authority by helping them to participate skillfully in the conversations that matter most to their key stakeholders. Our multi-channel communications approach empowers professional services firms to increase market share, attract leading talent and achieve a higher purpose.

Founded in Chicago, Greentarget has grown into a world-class team spread across five offices and infused with the same entrepreneurial spirit that led to the firm’s creation. Our culture reflects Greentarget’s core values: hard work, risk-taking, authenticity, creative thinking and individual and team growth.

We deliver a mix of earned media, content, research, digital and special situations counsel to help clients communicate and influence through normal business cycles and in times of crisis. This powerful combination positions our firm to elevate the brands and reputations of clients across earned, owned, shared and paid media channels.



Hope-Beckham Inc.

3343 Peachtree Road NE, Suite 120
Atlanta, GA 30326
404/604-2600
info@hopebeckham.com
www.hopebeckham.com

Hope Beckham president & co-founder Bob Hope and partner Gina Espi- nosa-Meltzer.Hope Beckham president & co-founder Bob Hope and partner Gina Espi- nosa-Meltzer.

Bob Hope, President & Co-Founder, bhope@hopebeckham.com
Gina Espinosa-Meltzer, Partner, gespinosa@hopebeckham.com

HBI was established in 1994 by communications veterans Bob Hope and Paul Beckham. Throughout its 25+ year history, HBI has built a diverse portfolio of large and midsized clients around the world. The firm has won many awards and honors, including top independent PR agency in nine categories: Professional Services, Environmental, Beauty & Fashion, Healthcare, Food & Beverage, Financial, Sports & Entertainment, and Technology. In 2021, HBI entered into a merger with GPR Global, the South’s most prominent Hispanic public relations firm. The new partnership adds Gina Espinosa-Meltzer as partner, enhances HBI’s reputation as one of the nation’s top independent PR firms, and provides clients with unique ESG credits as well as expanded digital services.

HBI is an agency driven by a culture of insights, ideas and relationships. We help brands tell their stories on local, regional, national and international levels and make meaningful connections with customers, employees and industries.



ICR

685 Third Ave., 2nd Flr.
New York, NY 10017
646/277-1200
www.icrinc.com

Phil Denning, Partner, ICR (Phil.Denning@icrinc.com)

ICR’s professional and business services team brings several decades of experience working with large and midsized accounting firms, top business advisors and management consultancies, global law firms, compensation advisors, executive search firms and other critical services organizations. Our team has developed and implemented innovative, award winning campaigns for service organizations. As one of the largest independent corporate communications agencies in North America, we can create teams with the exact experience and skills needed to achieve your business objectives, raise your profile and address the most challenging assignments.

We design thought leadership programs that engage top influencers, including top-tier media, and feature our clients’ insights and solutions across earned, owned and paid media. ICR creates bespoke solutions with a best-in-class integrated program involving positioning, messaging, media relations, executive visibility, content, social media, marketing, digital communications, measurement and more.



Inkhouse

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

Beth Monaghan, CEO & Founder, beth@inkhouse.com
Jason Morris, President, jason@inkhouse.com
Alison Morra, Chief Operating Officer, alison@inkhouse.com
Dan O’Mahony, EVP & San Francisco General Manager, dan@inkhouse.com
Kate Riley, EVP & Seattle General Manager, kate@inkhouse.com
Ed Harrison, EVP & Boston General Manager, ed@inkhouse.com
Tiffany Darmetko, EVP of Client Services & NYC Interim General Manager, tiffany@inkhouse.com  

Inkhouse is an integrated PR agency for innovative thinkers, creators and leaders who believe in the power of stories to effect positive change. We bring new ideas to market. We were founded in 2007 and have grown to an agency of 130 people across four offices. Find us in the real world in Boston, New York, San Francisco and Seattle and in the digital one at www.inkhouse.com.

Client list: Aircall, AT&T Cybersecurity, Atomwise, BlueVine Capital, Blume Global, Cambium Learning, Capella Space, Checkmarx, Cockroach Labs, CropOne, Crunchbase, Databricks, Datto, Deepgram, Engie, Ergotron, Eversource Energy, EVgo, Gravy Analytics, Incredible Health, Inrupt, Matillion, Molekule, NEXT Insurance, Netskope, Okta, Qumulo, Raytheon, ReliaQuest, SmartRent, Starburst and Talespin.



Joele Frank, Wilkinson Brimmer Katcher

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

One California Street, Suite 2275
San Francisco, CA 94111
415/869-3950

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 companies to smaller, private enterprises across virtually all 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 and media relations, restructuring and bankruptcy, crisis communications and special situations,  transaction and integration/change management communications, shareholder activism, ESG, litigation support, private equity, and design and digital.

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



MKR Communications

408B Shasta Lane
Santa Barbara, CA 93101
303/929-2711
www.mkrcommunications.com

Maureen Russell, Owner

MKR Communications is a boutique marketing and public relations agency that helps professional services firms strategize, elevate, and communicate their unique value. We provide all branding, public relations, and marketing services that are customized to our clients needs. We work on projects large and small as well as enjoy teaming with like-minded communications firms. Reach out today and let’s chat about your next project!



Montieth & Company

155th E 44th St, Suite 1610
New York, NY 10017  
646/864-3080
hello@montiethco.com
www.montiethco.com

Montieth Illingworth, CEO & Global Managing Partner
Perry Goldman, Director, Professional Services, Crisis Management and Litigation PR
Becky Nye, Director, Financial Services and IR
Katarina Matic, Director, Marketing Communications, Issues Management and Public Affairs
Cameron Penny, Director, EMEA
Leslie Fung, Director, APAC

Montieth & Company is a global communications consultancy, providing a fully integrated set of communications services and solutions that deliver high-value, measurable outcomes for professional services companies. We work with clients in a wide range of sectors that include law, compliance, security, data and analytics, renewable energy and emerging new technologies such as artificial intelligence. Our expertise advances the ability of an organization to achieve corporate, business and financial objectives in order to secure industry leadership, expand profitable market share and achieve growing financial returns.



RF|Binder

950 3rd Ave. Floor 8
New York, NY 10024
www.rfbinder.com

Amy Binder, CEO
Jacqueline Piccolo, Senior Managing Director, Strategy & Growth

RF|Binder is a fully integrated communications agency that has worked with some of the most recognized brands across the spectrum of professional services organizations. We increase their brand awareness, support and protect their reputation and seek to firmly establish our clients as thought leaders in their respective industries. Our team works closely with the firm’s digital and analytics practice to develop and execute measurable programs that achieve transformative results. We help organizations with all layers of their communication programming, from narratives and messaging, executive positioning, thought leadership, reputation management, media relations, ESG strategy and communications and corporate social impact programming, to implementing B2B/B2C communications initiatives, including social and digital media programming, content campaigns, branding and design, influencer relations, and more. Our team has deep expertise in designing programs that align compelling content and communications strategies to support our client’s business objectives.



Ripp Media

1776 Broadway, Suite 901
New York, NY 10019
646/285-1779
aripp@rippmedia.com
www.rippmedia.com

Allan Ripp, Principal
John Garger, Joshua Spivak, Ivan Alexander, James Bourne, Joshua Karlen, Senior Directors

Left-to-right: James Bourne, Ivan Alexander, Allan Ripp, Roksana Slavinsky and John Garger of Ripp Media.Left-to-right: James Bourne, Ivan Alexander, Allan Ripp, Roksana Slavinsky and John Garger of Ripp Media.

In continuous practice since 1986, with a roster of marquee clients and high-profile assignments, Ripp Media is an editorial-driven boutique agency with a sophisticated practice. Having represented investment banks, institutional investors, leading hospitality brands, publishers and real estate developers, we have a particular longtime focus on legal affairs, working with many of the country’s leading law firms.

In 2020, Ripp Media was named one of only three US firms to receive a Band 1 designation among litigation PR practices nationally ranked by Chambers Directory. Principal Allan Ripp was one of only three individual advisers given Chambers’ Band 1 standing. Allan has been named to Lawdragon’s list of the country’s Top 100 legal consultants and strategists for the past four years.

We regularly handle big-ticket litigation and deal matters, along with crisis assignments and extensive thought leadership content, and have worked on numerous law firm mergers and significant lateral acquisitions. Our work spans major projects in M&A, data privacy-cybersecurity, life sciences, government affairs, Supreme Court cases, criminal trials, intellectual property, real estate, media-entertainment, national security, labor-employment, white-collar, capital markets and other areas. We excel at maximizing press coverage for our clients’ most important matters.

Our team includes former lawyers and journalists; our own writing credits include bylines in the Wall Street Journal, Forbes, CNN, New York Times, Time, Newsweek, Law.com, MarketWatch, CNBC, NBC News, Reuters, The Hill, Los Angeles Times, Street.com and other key outlets. Ripp is a premier destination for top-flight content creation and media placement for law firms and other professional service providers.



Sitrick And Company

800/288-8809
www.sitrick.com

Los Angeles: 310/788-2850
New York: 212/573-6100, 800/699-1481
San Francisco: 415/369-8470
Washington, D.C.: 703/610-3420
Boston: 508/360-6147

Michael S. Sitrick, Chairman and CEO

Sitrick And Company focuses on corporate, financial, transactional, reputational, and crisis communications. While the firm has a substantial practice in each of these areas, it is best known for its work in sensitive, make-or-break situations. Sitrick is an internationally recognized leader in crisis management, including litigation support in both civil and criminal matters, data breaches, product recalls, short seller attacks, mergers and acquisitions, corporate governance, and in- and out-of-court restructurings. Clients include public and private companies—from those in the Fortune 100 to start-ups—as well as government agencies and high-profile individuals in business, finance, sports, entertainment, and politics.

While the firm is known for its placement and shaping of some of the nation’s most important news stories, giving it access to media reporters and editors that few firms can rival, perhaps even more telling are those that never appear in the media—traditional or digital—the result of Sitrick And Company having achieved the much more difficult task of keeping clients out of the news.

For additional information including clients for whom our work was public and additional media comments about our firm see: www.sitrick.com.



Stanton

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

Alex Stanton, CEO
Tom Faust, Charlyn Lusk, Managing Directors
Katrin Lieberwirth, Liam Collopy, Michael Goodwin, Matthew Conroy, SVPs

Stanton is a strategic communications partner to global firms, mid-size leaders and entrepreneurial enterprises in sectors including financial services/insurance, healthcare, professional services and technology. We are best known for our work in financial and corporate communications where our combination of smart strategy, innovative thinking and first-class execution produces business-changing results. 

Stanton is defined by a practitioner model where our senior professionals spend the majority of their time on client work. Flexibility, collaboration, responsiveness, and bureaucracy-free service are the hallmarks of our relationships.

With offices in New York and the San Francisco Bay Area, Stanton supports clients through media relations, content development and marketing, executive visibility, thought leadership, crisis management, analyst relations, social media management and more. 

Clients include: 3i, Albright Capital Management, Allianz Global Corporate & Specialty, AM Best, Aryaka, AvantBio, Bain Capital, Brevet Capital, Carl Marks Advisors, Conning Asset Management, CSAA, CVC Capital Partners, First Eagle Alternative Credit, FFL Partners, HGGC, Hometap, Hudl, Lincolnshire Management, Makena Capital, Leste Group, Marin Health, MD7, Mobilitas, Mosser, One Equity Partners, One Inc., Rackspace Technology, SaverLife, SFW Capital Partners, Summit Health, Sun Capital Partners, T1D Fund, The Index Standard, Toorak Capital Partners, Vertical Bridge and Winston & Strawn.



Vested

31 East 17th Street
New York, NY 10003
917/765-8720
www.fullyvested.com
Twitter.com/vested
Linkedin.com/company/10038977

From left: Vested President & Co-Founder Binna Kim, CEO & Co-Founder Dan Simon and COO & Co-Founder Ishviene Arora.From left: Vested President & Co-Founder Binna Kim, CEO & Co-Founder Dan Simon and COO & Co-Founder Ishviene Arora.

Treasure House – 19-21 Hatton Garden
London EC1N 8BA
United Kingdom
+44.20.3691.7990

232 Scott St.
San Francisco, CA 94117

150 King Street West, Suite 200
Toronto, Ontario M5H 1J9 Canada

Dan Simon, CEO, dan@fullyvested.com
Binna Kim, President, binna@fullyvested.com
Ishviene Arora, COO, ishviene@fullyvested.com
Elspeth Rothwell, UK CEO, elspeth@fullyvested.com
Amber Roberts, CEO, Professional Services, amber@fullyvested.com
Eric Hazard, Managing Director, eric@fullyvested.com
Christina Bertinelli, Manging Director, christina@fullyvested.com
Corey Goldman, Managing Director, Canada CEO (cgoldman@fullyvested.com).

Vested is an award-winning, global integrated financial services communications firm with offices in New York, San Francisco, Toronto and London. Known for its work with blue-chip brands including Ernst & Young, Aon, American Express, Bloomberg and Morgan Stanley, the firm has been recognized as one of America’s Best PR agencies by Forbes and Medium PR Agency of the Year by PR News.

Vested has always been a place that celebrates diversity. From its minority-lead, primarily female leadership team to its commitment to DE&I recruiting with partner organizations like Audeliss and LaGrant Foundation. Additionally, Vested places a high priority on democratizing access to education. That’s why it launched VestED, a program that offers free financial education to help teams upskill and stay ahead of industry trends.

Vested is a founding member of Financial Narrative, the world’s leading network for senior financial marketers and communicators; and leaned on its consultant expertise to launch a resource center for COVID-related executive communications.

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