PR Agencies for Finance, Investor Relations & Professional Services Companies

Our annual issue on financial PR and investor relations covers topics such as why Substack is the new frontier for financial PR, the rise of gernerative AI, Gen Z shifting ideals and enhancing asset value in a challenging private equity exit market. There's also a special report on PR agencies working for law practices, accounting firms and other professional services such as commercial real estate. Don’t forget to check out our rankings of the top agencies specializing in financial PR/IR & top PR firms working for professional servcies companies >>

Featured articles:

The Tactical Edge: Communications is much more than simply delivering messages. In special situations, communications is the strategy. -- Jon Henes, C Street Advisory Group

Understanding Liquidity Communications: Enhancing asset value in a challenging private equity exit market. -- Chuck Dohrenwend & Michael Fox, ICR

Future-Proofing the Brand : Five global challenges currently facing communications professionals—and how to turn them into opportunities. -- Ryan Barr, FINN Partners

Why Substack Is the New Frontier for Financial PR : How smart agencies are moving beyond traditional mass media to capture engaged, paying audiences. -- JP Letourneau, The Bliss Group

In the Era of ChatGPT, PR Comes of Age (Again): Why the rise of generative artificial intelligence has made the role of public relations more important than ever. -- Joe Anthony, Gregory FCA

AI is Creative Poison: One of generative artificial intelligence’s greatest existential threats is the potential impact it could have on the future of human creativity. -- Jon Gingerich, O'Dwyer's Sr. Editor

Profiles of Financial PR/IR Firms

5W Public Relations

3 Park Ave., 19th Flr.
New York, NY 10016
212/999-5585
Fax: 646/328-1711
[email protected]
www.5wpr.com
Socials:
IG: @5wpr
Linkedin.com/company/5w-public-relations
Facebook.com/5WPublicRelations
TikTok: @5wpr_
Blog: www.5wpr.com/new

Additional Office: Miami, FL

Matthew Caiola, CEO
Ronn Torossian, Founder & Chairman
Robert Ford, Managing Partner, EVP, Corporate Communications

5W Public Relations (5WPR) is a top independently owned PR firm based in New York City. Since 2003, the agency has partnered with public and private companies, financial institutions, and high-profile individuals to deliver strategic communications that drive business results.

5WPR’s robust Financial Communications and Corporate Communications Practice specializes in IPOs, M&A, executive visibility, investor messaging, and issues management. With deep capital markets expertise and strong media relationships, 5W crafts narratives that resonate with investors, stakeholders, and the broader public.

Beyond financial and corporate, 5WPR serves a broad range of industries including Consumer Products, Food & Beverage, Health & Wellness, Beauty, Apparel & Accessories, Home & Housewares, Travel & Hospitality, Technology, Entertainment & Sports, Nonprofit, Crisis Communications, and Digital & Social Media. With 200+ professionals, the agency offers an integrated, results-driven approach across PR, digital, and branding, helping clients connect with their audiences and grow their bottom line.

5WPR’s notable clients include Webull, Q2, Fictiv, Zeta Global, RealPage, Criteo, SAP NS2, e.l.f Beauty, Sedgwick, and more. The agency was recognized as a Top Places to Work in Communications 2024 by Ragan’s and named to the 2024 DigiDay WorkLife Employer of the Year list; and 5W's innovative work has been awarded Consumer Product PR Campaign of the Year; Business-to-Business Campaign of the Year; and Travel & Tourism Campaign of the Year.

Akrete

233 South Wacker Drive, 44th Floor
Chicago, IL 60606 (Willis Tower)
847/892-6082
[email protected]
www.akrete.com
LinkedIn: @akrete
Instagram: @akrete

Margy Sweeney, Founder and CEO
Nicole Stenclik, President
Aimee Val, Senior Vice President
Michelle Pittman, Executive Consultant
Jackie Keane, Managing Consultant

Akrete articulates and amplifies thought leadership that drives growth. In fact, “Akrete” derives from “accretion,” an accounting term for growth and momentum. Our unusually senior teams roll up our sleeves to help clients navigate opportunity and volatility alike. Sometimes, that means refreshing corporate brand messaging; other times it’s partnering with individual executives to articulate their thought leadership in the media and owned channels. Our long-standing clients share similar stories: we’ve elevated brands and leaders with creativity and rigor in the moments that matter most.

Akrete, a certified woman-owned business (WBE), is led by an all-women leadership team. Pictured in the front row (left to right) are Michelle Pittman, Abby Carr (retired) and Aimee Val; Pictured in the back row (left to right) are Becky Reno, Nicole Stenclik (President) and Margy Sweeney (Founder & CEO). Not pictured: Jackie Keane.

In particular, the Akrete content studio is well-known for tackling tough topics. We generate thousands of pieces of original content each year across all forms of business writing from blogs to books, social media content to bylines.

Founded in 2011, Team Akrete is an elite PR, content and marketing agency specializing in complex industries including financial services and real estate (ranked 3rd on this year’s O’Dwyer’s list). We measure many client and team member relationships in decades, with retention powered by our “work where and when it makes sense” business model.

The Bliss Group

230 Park Avenue
Second Floor West
New York, NY 10169
www.theblissgrp.com
212/840-1661
Fax: 212/840-1663

Cortney Stapleton, CEO
Michael Roth, Managing Partner
Alexis Odesser, Greg Hassel, Keri Toomey, Reed Handley, EVPs
Bill Smith, Megan Tuck, Miles Hill, SVPs
Adam Schwartzman, Alana Gold, Meghan Busch, Meghan Powers, GVPs
Ben Davis, Courtland Long, Janice Miller, Jean Logerfo, JP Letourneau, Marisha Chinsky, Sarah Dougherty, Sarah Eisler, Emma Skultety, VPs

The Bliss Group is an insights-driven marketing communications agency that blends data science with the art of storytelling to target priority audiences with precision, empathy and purpose. Grounded in data and guided by deep expertise, our award-winning financial services practice delivers strong results for some of the biggest names in retirement, insurance, investing, banking, private equity and fintech. Since 1990, we’ve delivered marketing communications success for financial services firms—from emerging players to industry giants—by distilling complex business concepts into compelling narratives that resonate with both B2B and B2C audiences. This specialized expertise has been recognized through being named a finalist in the SABRE Awards for Superior Achievement in Brand-Building and a winner in the Financial Communications Portfolio Awards’ Website (Consumer) category. Our consultative approach and full-funnel marketing communications delivery model bring real, tangible outcomes that push our clients and the industry forward. Recognized as PR Week’s Outstanding Corporate Agency, PRovoke Best Agencies in the US and PRovoke Best Agencies to Work For, we continue to set the standard for innovative marketing solutions that drive meaningful results for our clients.

Client Sample: KeyBank, Morgan Stanley, and RapidRatings International.

Bospar

3335 21st St.
San Francisco, CA 94110
844/5-BOSPAR
[email protected]
www.bospar.com

Curtis Sparrer, Principal
Tom Carpenter, Principal
Chris Boehlke, Principal
Joe Krasinski, CFO
Paula Bernier, Chief Content Officer
Denyse Dabrowski, Senior Vice President

Bospar is a full-service PR agency providing everything from public relations & media training to digital content & video creation, integrated marketing & messaging, investor & analyst relations, crisis & reputation management and employee engagement & change management.

Some of the team members behind the “politely pushy” magic of Bospar.

With deep experience in tech-driven, regulated industries —including fintech, insurtech, and compliance-focused tech—Bospar has helped elevate both high-growth startups and publicly traded companies through thought leadership, product storytelling and strategic media placements. We excel at turning complex, data-rich products into compelling narratives that resonate across consumer, trade and business media.

Pairing a data-driven mindset with a “politely pushy” approach that drives consistent coverage in both proactive and reactive cycles, we bring strong media relationships across national, tech, business, insurance and financial outlets.

Our financial PR and IR services include investor messaging and positioning, content development for earnings reports and IPO presentations and media training for executives.

Bospar’s expertise is supported by a team of experienced professionals who have a strong understanding of both traditional and digital media, as well as financial and analyst relations. Our strategic approach has helped various clients achieve significant media attention and establish authority in their respective markets.

C Street Advisory Group

285 Madison Avenue
Suite 1200
New York, NY 10017
www.thecstreet.com

Jon Henes, Founder & CEO
Michael Frishberg, President
Shira Weiner, General Counsel
Senior Team: Whitney Fogelberg, Jackie Rubin, Luke Wolf, Lisa Kornblatt, Katie Reimel, Ashley Roth, Emma Quigley, Matt Butler

C Street is the trusted partner to the world’s leading companies during their most complex financial, operational, and reputational moments. Built to redefine how companies communicate in special situations, we combine decades of legal insight with strategic communications expertise in a fully integrated model. In 2024, we launched the industry’s first dedicated liability management communications practice, giving companies and sponsors a trusted partner to navigate complex capital structure transactions with clarity and precision.

We help leadership teams and boards engage critical stakeholders, including employees, investors, customers, and regulators, during high-stakes events such as restructurings, M&A, crises, and litigation. Our team brings strategic perspective, tactical execution, and business acumen to every assignment. Whether protecting reputation, managing through change, or positioning for long-term success, we operate with discretion, deliver with focus, and lead with purpose.

Caliber Corporate Advisers

22 W. 38th St.
New York, NY 10018
888/550-6385
[email protected]
www.calibercorporate.com

Grace Keith Rodriguez, CEO
Kristie Galvani, COO
Harvey Hudes, Founder & CIO

Caliber Corporate Advisers is the premier marketing and communications partner exclusively focused on financial services & fintech, insurance & insurtech, real estate & proptech, and related professional services. Integrating seamlessly with clients, our team brings deep industry expertise to deliver best-in-class strategies in public relations, content marketing, social media and digital advertising.

From established global brands to dynamic startups, our clients trust us to tell their stories with passion and precision—building credibility and visibility with the audiences that matter most, and helping them achieve their business goals.

As a remote-first firm with more than 40 skilled professionals, Caliber’s commitment to a vibrant and supportive culture has earned recognition as a Best Workplace by Inc. Magazine and a Fast Company Best Workplace for Innovators. Additionally, Caliber was named by the Financial Times as one of the fastest-growing companies in the Americas three years in a row.

Cognito

1040 Avenue of the Americas
14th Flr., #14B
New York, NY 10018
646/395-6300
www.cognitomedia.com
Instagram: @cognitomedia
Substack: @inCognito
X: @cognitomedia

Tom Coombes, Founder
Andrew Marshall, NY Managing Director + Vice Chairman
Jade Bestley, Senior Vice President + Head of Digital
Sam Barber, Taylor Fenske, Doug Hesney, Senior VPs
Angela Byrne, U.S. Director of Business Strategy

Cognito is your 25-year-old global partner for financial services and technology—with skillset in communications, AI, digital marketing, social + media relations, consulting, creative design, professional services, and acknowledgment towards the impact of climate transition. We partner with organizations, from established leaders to startup challengers, and advise on how to enhance reputation, handle threats, and build value in competitive and disrupted markets.

Cognito’s eight offices together on a recent global off-site.

Our team of 85+ Cognitians around the world brings our partners 20 languages from 15 countries. With both large agency and in-house expertise, you can find us on-the-ground in key financial markets—New York, London, Amsterdam, Paris, Hong Kong, Singapore, Sydney and DACH.

From the start, Cognito has been built on the assumption that finance is different. That’s why since 2000 we’ve consistently hired people with varied careers such as financial journalists, bankers, FS marketing executives, advertising planners and social media strategists. With creative content and an understanding of channel complexity, we protect and grow our clients’ businesses through purpose-driven communications and stakeholder engagement.

Whatever the differing needs, clients agree that part of what makes Cognito an effective partner for them is our specialization and our recognition that finance is different.

Collected Strategies

121 East 24th Street, 10th Floor
New York, NY 10010
212/379-2072
www.collectedstrategies.com

Scott Bisang, Partner
Jim Golden, Partner
Jude Gorman, Partner
Ed Hammond, Partner
Nick Lamplough, Partner
Dan Moore, Partner

Collected Strategies is an independent advisory firm providing trusted, strategic communications counsel to Boards of Directors, C-Suite executives and IR/PR leaders. Founded on the principle that the best advice comes from the deepest relationships, we seek to work with clients as perpetual partners, offering senior-led counsel on the full range of corporate, operational and media issues that companies encounter.

Based in Manhattan’s Flatiron neighborhood, we tailor solutions for our clients, providing pragmatic advice and actionable ideas to support them throughout the business lifecycle. From private funding initiatives, IPO preparations and transformative transactions through shareholder activism defense and financial restructurings, we leverage our deep experience and unique perspective to help our clients navigate today’s ever-changing media and investor landscape.

Dukas Linden Public Relations

240 West 40th Street
Times Square
New York, NY 10018
201/417-7730
[email protected]
www.dlpr.com

Richard Dukas, CEO
Seth Linden, President
Zach Leibowitz, Stephanie Dressler, Zach Kouwe, Shree Dhond, Exec. VPs

Dukas Linden Public Relations (DLPR) is a communications partner for leaders in finance, asset management, professional services, Web3.0/crypto and B2B technology. We create compelling narratives that expand our clients’ share of voice, enhance their brand value and engage the media, investors and other key audiences in a global marketplace.

Ranked #9 on O’Dwyer’s list of top financial PR firms, we’re driven by a passion for delivering 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, digital/social media, crisis and special situations communications, podcast/video production and promotion, and online reputation management.

DLPR’s clients include well-known, large and middle-market companies in key areas of finance, including institutional investment, mutual funds, ETFs, wealth management, alternatives and private equity, digital assets, and banking. We have strong professional services experience in accounting, management consulting, compliance, economics, risk management, and law.

We are exceptionally strong at securing top-tier media results for our clients. Our broadcast group booked more than 1,200 interviews in 2024, primarily on CNBC, Bloomberg, Fox Business, Yahoo! Finance and popular, influential podcasts. We also placed more than 2,100 stories in leading business press including Wall Street Journal, Barron’s, FT, Forbes and within top trade outlets.

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

100 Park Avenue, Suite 1623
New York, NY 10017
212/808-4900
[email protected]
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, President
Doug Wright, Vice President

Feintuch Communications President Henry Feintuch.

Feintuch and fintech are synonymous when it comes to financial services and related tech service offerings. Our award-winning team has the experience and know-how to help brands achieve their business objectives-—whether they are a start-up, a high growth challenger brand or the established marketplace leader.

Our fintech and financial services experience is broad—with decades of hands-on support to companies in virtually every facet of the business from payment technologies and blockchain to regulatory compliance SaaS software, forex, loan platforms, “buy now, pay later,” AI and more.

We provide integrated financial communications services to privately held and public companies seeking to burnish their image, inform markets or raise capital. Our senior team helps companies to fine tune their corporate story and differentiate them to the business and trade press.

Whether your goal is raising brand awareness, generating sales leads, fundraising or meeting your own unique marketplace challenge, our hands-on experienced team is ready to partner on your behalf.

FINN Partners

1675 Broadway
New York, NY 10019
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. The global team serves B2B, B2C, public and private clients alike, across a range of sectors that include retail and commercial banking, investment and wealth management, trade finance, insurance, real estate, private equity, fintech and more. They work with clients to achieve successful business outcomes through purposeful storytelling and integrated communications. Focused on identifying the most meaningful ways for clients to engage key audiences, FINN creates programs that 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 leading 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.

Gould+Partners

46 Woodbine Avenue, Suite #4
Northport, NY 11768
917/783-4500
[email protected]
www.gould-partners.com

Rick Gould, CPA, J.D., Managing Partner
Jack Bergen, Strategic Partner
Mike Muraszko, Jennifer Casani, Partners
Robert Udowitz, Senior Counselor
Yadi Gomez, Account Coordinator

Gould+Partners is an M&A Advisory Firm consisting of a team of very senior veterans of mergers & acquisitions in the PR industry.

We identify buyers for sellers, sellers for buyers, make the introduction and manage and facilitate the process.

We also, on a regular basis, perform Valuations and prepare firms for an ultimate sale. Our books on M&A and PR firm management validate our commitment to the PR profession.

Gregory FCA

27 West Athens Ave.
Ardmore, PA 19003
610/642-8253
[email protected]
www.gregoryfca.com

200 West 41st Street, 12th Floor
New York, NY 10036

20 Park Plaza, Suite 1409
Boston, MA 02116
14-16 Great Chapel St.
London, W1F 8FL

Greg Matusky, Founder & CEO
Joe Anthony, Partner & President

Gregory FCA has become one of the largest, most trusted financial PR firms in the nation because we take a fundamentally different approach to our clients’ individual needs. Within Financial Services, we have VP-level team leads specifically focused and experienced in specific areas such as RIAs, private markets, ETFs, fintech, investment management, banks, insurance, investor relations, cryptocurrency and retirement.

We have cultivated strong relationships in all areas of financial services media, positioning our clients as experts on investment and wealth management strategies and telling their story in top-tier national business and consumer publications, in addition to industry trade outlets. We also provide in-depth media training and coaching to ensure each opportunity is optimized with strategic messaging and smart commentary.

Our Investor Relations team works closely with public companies and pre-IPO companies, with program teams that consist of content development, targeting and strategy experts who can elevate your IR initiatives and win the market exposure and credibility your firm deserves and potential investors respect. We can handle routine IR needs as well as non-deal roadshows, analyst relations, conference presentations and more.

Behind it all is our service. We are there when you need us. Never counting hours or going dark. We are all available, accessible, accountable. All in the service to clients. To grow businesses. Build awareness. Create credibility. And ultimately build the value of an enterprise.

ICR

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

Thomas Ryan, CEO ([email protected])
Don Duffy, President ([email protected])
Jason Chudoba, Partner ([email protected])

Established in 1998, ICR partners with public and private companies to execute strategic communications and advisory programs, and manage complex transactions and corporate events to enhance long-term enterprise value and corporate reputation. The firm’s highly-differentiated service model, which pairs capital markets veterans with senior communications professionals, brings deep sector knowledge and relationships to hundreds of clients across more than 20 industry groups. With more than 400 team members, ICR is one of the largest and most experienced independent communications and advisory firms, maintaining offices in New York, Connecticut, Boston, Baltimore, San Jose, London, and Beijing. Learn more at icrinc.com. Follow us on LinkedIn and on X at @ICRPR.

INFINITE

1450 Broadway, 7th Floor
New York, NY 10018
917/602-0545
[email protected]
www.infiniteglobal.com
www.linkedin.com/company/infiniteglobal/
X.com/igc_us

Additional Offices: San Francisco, Los Angeles, Chicago, Washington, D.C. and London

Jamie Diaferia, Founder & CEO
Zach Olsen, President
Isabel Podda, COO

INFINITE is an award-winning strategic communications agency advising a wide range of domestic and international clients facing difficult scenarios in which reputational, legal and commercial risk is high.

We advise organizations and individuals, providing counsel and tactical support to mitigate risk and protect reputations when it matters most. We have broad sector experience managing our clients’ reputational risk, often involving active litigation, regulatory and political pressure, media attention and heightened public scrutiny. Infinite has an established data breach response practice that helps clients across a range of industries—including financial and legal services, education and healthcare—mitigate, prepare for and respond to the risks endemic to housing sensitive data.

Our work spans each phase of the crisis lifecycle: from pre-crisis preparation and planning, to rapid crisis response and post-crisis reputational repair.

Joele Frank, Wilkinson Brimmer Katcher

22 Vanderbilt Ave., 18th Floor
New York, NY 10017
212/355-4449
[email protected]
www.joelefrank.com
Linkedin.com/company/joele-frank

One California St. #2275
San Francisco, CA 94111
415/869-3950

Joele Frank, Mng. Partner
Matthew Sherman, Pres.
Andrew Brimmer, Vice Chmn.
Daniel Katcher, Vice Chmn.
Eric Brielmann, Michael Freitag, Barrett Golden, Eric Kaplan, Jonathan Keehner, Tim Lynch, Jamie Moser, Aaron Palash, Leigh Parrish, Adam Pollack, Aura Reinhard, Jed Repko, Meaghan Repko, Andrea Rose, Arielle Rothstein, Joe Sala, Mahmoud Siddig, Andrew Siegel, Sharon Stern, Kelly Sullivan, Ed Trissel, Partners

Joele Frank is differentiated by the depth of our experience and reputation for delivering impactful results. We have been recognized with seven Financial Agency of the Year awards (PRovoke Media) and four Firm of the Year awards (The M&A Advisor); as the #1 PR firm in U.S. M&A since 2013 (The Deal) and the #1 shareholder activism defense PR firm since 2019 (Bloomberg); and as the #1 or #2 PR Firm in bankruptcy communications since 2023 (The Deal). Our expertise extends to our best-in-class financial sponsors, ESG, digital and design teams, which integrate seamlessly with our client teams.

We are independently owned and operated by 25 partners.

Kekst CNC

U.S. Headquarters
1675 Broadway, 30th Floor
New York, NY 10019
212/521-4800
www.kekstcnc.com

Jeremy Fielding, Co-Chief Executive Officer
Bernhard Meising, Co-Chief Executive Officer

Many companies and institutions around the world will confront unforeseen events that may well alter their future, pose unprecedented challenges, and potentially define their reputation for years to come.

What is required in these circumstances is an expert, experienced strategic communications partner to work with senior management and a Board of Directors to develop and execute the necessary integrated communications strategies to gain the trust and confidence of key stakeholders in this era of accelerated change.

Kekst CNC is ideally equipped to help global business and institutional leaders address these challenges ... as well as their opportunities. For over 50 years, our team of more than 300 experienced professionals in 15 locations around the world has partnered with leading organizations of all sizes to: articulate new business strategies and a vision for success; explain an enterprise transforming event and its significance; help navigate complex business challenges or crises; build support among key stakeholders; and, work to strengthen and protect our clients’ credibility, reputation, and brand.

As trusted advisors, Kekst CNC’s professionals bring to client engagements high energy, sound judgment and expertise on such high stakes matters as: M&A, shareholder activism and governance, crisis communications, restructurings, regulatory investigations / resolutions, litigation support, complex investor relations, IPO communications, issues and reputation management, leadership transitions, cyber security, employee engagement, public affairs, as well as digital and social communications—providing exceptional counsel and execution supported by objective insights, based on access to proprietary research, data and analytics capabilities.

TLG

200 Park Avenue South, Suite 402
New York, NY 10003
212/202-2753
[email protected]
www.TLGCommunications.com
Linkedin.com/company/levinson-group/

Molly Levinson, CEO
Michael Crittenden, Senior Managing Director
Angela Hoague, Senior Managing Director
Abbie McDonough, Senior Managing Director
Kaye Verville, Senior Managing Director
Sarah Mann, Managing Director
Kylie Munnelly, Managing Director
Ashley Schapitl, Managing Director

TLG (The Levinson Group) is a global strategic communications and stakeholder engagement advisory firm. In mission critical moments and uncertain environments, leaders and organizations count on TLG to help them navigate complexity, communicate effectively, and build and maintain strong bonds with the communities and stakeholders who matter most.

TLG’s experts have been recognized as communications and public relations industry leaders, receiving notable awards for their success and expertise including, “Communicators of the Year,” “Crisis Manager of the Year” and “Top PR People in Crisis Communications” from esteemed organizations.

TLG’s team has been on the front lines of some of the most consequential transactions, leadership transitions, restructurings, and issues of the past decade, delivering results for our clients and guiding them through evolving challenges and opportunities. TLG provides multifaceted strategies across issues management and preparedness, global financial communications, litigation support, cyber security and data breach response, sensitive investigations and government response, workplace and workforce engagement, and more.

Clients count on TLG to support leaders and their teams as they calibrate messages, craft narratives, and engage effectively surrounding a range of financial transactions and other corporate moments, including M&A, IPOs, and spinoffs. TLG ensures leaders are strategically positioned each day of the financial calendar and that every decision is framed to help protect and enhance investor sentiment and market value.

Longacre Square Partners

44 West 37th Street, 6th Floor
New York, NY 10018
[email protected]
www.longacresquare.com

Greg Marose, Managing Partner
Dan Zacchei, Managing Partner

Longacre Square is a communications and special situations advisory firm that is differentiated by our high-touch and senior-led advisory model with unique experience representing companies and investors in hundreds of transformative events, transactions, capital raises, crises and contested situations. As a full-service consultancy, our capabilities span strategic communications, investor relations, corporate governance advisory, capital markets planning and transaction support, litigation, media advisory, and crisis management.

Longacre has been ranked #1 for IR/PR advisors on Bloomberg’s shareholder activism league tables since the firm’s inception and handled more special situations and activism campaigns than any strategy firm in 2024 and currently has over 87 representations through 1H 2025. The firm advises a global clientele from its New York City, Dallas-Fort Worth, Washington D.C., Tampa and Toronto offices with clients ranging from top, global enterprises to smaller, privately owned corporations.

Lowe Group

250 E. Wisconsin Ave., Ste. 875
Milwaukee, WI 53202
[email protected]
www.lowecom.com

Jody Lowe, President & Founder
Benjamin Bishop, Principal & Managing Director
Greg Joslyn, Executive Vice President, Media Relations
Pat Allen, Executive Vice President, LG Digital

Lowe Group helps investment firms go further, faster. Our experienced team—comprised of former investment professionals, hedge fund communicators, and financial journalists—is singularly focused on driving financial PR, digital marketing strategy and content marketing results and business growth. To asset managers, ETF issuers, wealth managers, RIAs, wealthtech/advisortech providers & firms specializing in alternative and sustainable investments, we offer a comprehensive suite of public relations and digital services including media relations, content development, website strategy and SEO, email marketing and automation consulting, web analytics, and training. Learn more at lowecom.com.

Lyceus Group

Seattle, WA • New York, New York
206/635-4196
[email protected]
www.lyceusgroup.com

Tucker Slosburg, Founder & President
Pamela Granda, Senior Account Executive
Katherine Camara, Senior Account Executive
Preston Newhouse, Account Associate

Clockwise from top left: Lyceus Group’s Tucker Slosburg, Pam Granda, Preston Newhouse and Katherine Camara.

Founded by Tucker Slosburg in 2016, Lyceus Group is an independent marketing communications firm that provides innovative and impactful solutions to private and public clients in global capital markets, legal, alternative and traditional asset management, fintech, climate/ESG, Blockchain/crypto, financial and professional services, and AI/Tech.

We build long term partnerships with clients as we work with them to build their reputation and brand through the media. Lyceus Group provides integrated and strategic communications from inception through execution. We put our clients first and measure our performance based on our clients’ success.

Recognized by HedgeWeek, With Intelligence, Institutional Asset Manager, and others, Lyceus puts clients first and measures our performance based on their long-term success.

Clients Include: Smead Capital, Clough Capital, F/m Investments, Rainwater Equity, Asterozoa Capital, Emerald Advisers, Spear Investments, and The Mather Group.

Montieth & Company

685 Third Avenue
27th Floor
New York, NY 10017
646/437-7602
www.montiethco.com

Montieth M. Illingworth, CEO & Global Managing Partner
Perry Goldman, Global Senior Director, Financial & Professional Services, Issues and Crisis Management and Litigation PR
Katarina M. Garner, Global Senior Director, Marketing Communications, Issues and Crisis Management and Public Affairs, Branding and Website Development
Cameron Penny, Global Senior Director, UK/EMEA
Joyce Lee, APAC Account Director/Hong Kong

Montieth & Company is a global specialist communications consultancy that provides a comprehensive set of marketing communications services and solutions that seamlessly integrate earned, owned, and paid media. We deliver high-value, measurable outcomes for organizations across sectors and global money and media markets. M&Co enables clients to assess and strengthen brand visibility in generative AI environments, including large language models (LLMs), as audience discovery shifts beyond traditional search. We also provide early detection of reputational risk through AI-powered narrative monitoring of legacy and social media.

M&Co’s flexible, integrated, and budget-efficient cross-border business model enables us to reach into over 25 media markets via our global hubs in New York, London and Hong Kong, and our affiliates around the globe.

Our clients include companies in asset management, across all asset classes, financial research, risk-focused data and analytics, business intelligence/knowledge process outsourcing, cybersecurity, compliance, law, corporate shareholder services, renewable energy, online trading, fintech, proptech, insurtech, the art market, blockchain, AI and other emerging technologies.

We enable clients to achieve influence through strategic engagement with the media, to expand the reach of their expert voice, and solve their most critical communications problems. Central to our value-add is supporting key client corporate initiatives. These range from expanding profitable market share by moving into new markets globally to launching new investment vehicles, private equity transactions and making strategic acquisitions.

Prosek Partners

28 East 28th St., 15th Floor
New York, NY 10016
212/279-3115
[email protected]
www.prosek.com
Linkedin.com/company/prosek-partners

Jennifer Prosek, Mark Kollar, Russell Sherman, Andy Merrill, Mickey Mandelbaum, Caroline Gibson, Karen Niovitch Davis, Mike Geller, Neil Goklani, Brian Schaffer, Nadia Damouni, Thomas Rozycki, Dan Allocca, Jim David, Katie O’Reilly, Alex Jorgensen, Stephen Lewis, Partners

Prosek Partners builds—and protects—the top brands in business. We are a certified Woman-Owned Business and among the largest independent, integrated communications and marketing firms globally.

Specializing in providing a full range of communications solutions to financial and professional services companies, Prosek delivers business impact through an unexpected level of passion, creativity and marketing savvy. Services include media relations, thought leadership, social and digital media, public affairs, investor relations, financial communications, transaction services, crisis communications and issues management, content creation, conference support, publishing, media training and more. Prosek’s strategic branding and integrated marketing arm—Prophecy by Prosek—offers brand strategy, award-winning design, digital and advertising capabilities. Prosek has been named PRWeek’s Best Place to Work, PRovoke Media’s “Global and North American Financial Agency of the Year” and a top-five global M&A and shareholder activism agency.

Stanton

909 Third Ave.
New York, NY 10022
212/366-5300
[email protected]
www.stantonprm.com

Tom Faust, Charlyn Lusk, Managing Directors
Liam Collopy, Matthew Conroy, Michael Goodwin, Josh Greenwald, Scott Lessne, Katrin Lieberwirth, SVPs

Stanton is a strategic communications partner to global firms, mid-size leaders and entrepreneurial enterprises with a particular strength in financial services including private investment, investment banking, fintech, advisories and insurance. Our expertise has been recognized with numerous awards including a Top 10 ranking among firms specializing in financial PR from O’Dwyer’s. Our combination of smart strategy, innovative thinking and first-class execution produces business-changing results for our clients.

In addition to our deep sector experience, Stanton is a preferred partner of financial brands for our practitioner model where our senior professionals spend the majority of their time on client work. Our flexible and collaborative approach and responsive, bureaucracy-free service are the hallmarks of our long-standing client relationships.

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

Financial clients include: 3i, Allianz, Carl Marks Advisors, Leste Group, Makena Capital Management, Merchants Mortgage, The Mutual Group, Polar Capital, Toorak Capital Partners, Unity Partners, Vie Ventures.

The Sway Effect

Chrysler Building
405 Lexington Ave., Floor 8
New York, NY 10174
[email protected]
theswayeffect.com

Jennifer Risi, Founder and President

Appian CEO Matt Calkins giving keynote speech at Appian World 2025 [The Sway Effect Client].

The Sway Effect is an award-winning global network of independent marketing and communications agencies focused on driving reputation while putting diversity, inclusion, and equity at the center of everything they do. In 2019, The Sway Effect’s Founder Jennifer Risi set out to change how the industry works by establishing a new kind of model—one that breaks down barriers and assembles the best and brightest talent in the industry to answer a brand’s challenge. Notably, our team has deep PR expertise and specializes in corporate communications, global media relations, investor relations and issues management.

Current clients include a diverse mix of publicly traded companies across a variety of industries. Notable including Signet Jewelers and Appian, to name a few.

The agency has been awarded the below and more:

• PRNews 2023 Women Owned Agency of the Year
• PRovoke Media 2024 North American Boutique Agency of the Year
• PRovoke Media 2024 North American Capital Markets Campaign of the Year
• PRovoke Media 2024 North American Diamond Award Winner – Superior Achievement in Reputation Management
• PRNews 2024 Agency Elite Top 100
• PRNews 2025 Agency Elite Top 120
• 2025 PRovoke Media 80 Top Agencies in the U.S.

Tier One Partners

129 South Street
Boston, MA 02111
617/918-7060

209 W. Jackson Blvd.
Chicago, IL 60606
708/421-0083
www.tieronepr.com

Marian Hughes, Co-Founder, Managing Partner, Chicago
Kathy Wilson, Co-Founder, Managing Partner, Boston

Tier One Partners is an award-winning integrated marketing agency. We offer a comprehensive range of PR, content, and digital marketing services to propel B2B and B2C companies in financial services and fintech, AI and other disruptive technologies, professional services across numerous verticals, digital health, and energy tech into category leadership.

Recognizing that modern organizations require communications partners offering services beyond traditional PR, we’ve strategically built our agency around complementary practice areas. This integrated approach ensures all aspects of a client’s marketing strategy work in harmony, positioning us as a valuable, long-term partner for brands seeking sector leadership.

Tier One, founded and led by Managing Partners Marian Hughes and Kathy Wilson, is an award-winning woman-owned integrated marketing agency serving innovators in financial services, fintech and professional services. (Left to right) Marian Hughes, Co-Founder, Managing Partner and Kathy Wilson, Co-Founder, Managing Partner, Tier One Partners.

Our Content Studio serves as a one-stop shop for content and digital marketing needs. Our talented team comprises copywriters, editors, digital marketers, and graphic and UX/UI designers who collaborate to help clients think and act like powerhouse publishers.

Our differentiator is keeping our clients one step ahead. Our Agile Insights & Analytics practice uses proprietary methodologies and advanced listening tools to predict emerging business and cultural trends. Armed with these insights, we help clients cut through noise, connect dots, and share meaningful viewpoints through strategic media relations, thought leadership, and marketing campaigns that resonate with target audiences.

Co-headquartered in Boston and Chicago, we’re a certified women-owned business. We’ve successfully built awareness and category leadership for financial services leaders including Ally Financial, TradeKing, iVest+, Giesecke + Devrient, Nephila, Velocity Risk, Prophix, and others.

Trevelino/Keller

1042 Northside Dr. NW, Suite 960 Atlanta, GA 30318
404/214-0722
[email protected]
[email protected]
www.trevelinokeller.com

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

Trevelino/Keller’s financial services market segment has operated as a complementary balance of fintech and traditional financial institutions. For more than five years, Trevelino/Keller has played a strategic role in Atlanta’s signature financial services event, FinTech South in collaboration with the Technology Association of Georgia. Utilizing the firm’s three core service areas—public relations, growth marketing and creative services—its mission is to help companies with one of three overarching strategies, go to market, accelerate growth or brand relaunches.

Well balanced in serving B2B and B2C markets, the agency’s noted experience includes working with Fiserv and the launch of its Popmoney peer-to-peer consumer payment platform; Paymetric and the thought leadership positioning of its tokenization technology that would lead to its acquisition by Worldpay; FactorTrust and the launch of its Underbanked Index that would eventually lead to its acquisition by TransUnion; and more recent go to market strategies in the NIL and NFT space with brands like Icon Source and The Players’ Lounge.

On the professional services side, the firm has an extensive history serving several market segments including legal, wealth management, venture capital, marketing services, human resources, accounting and executive search. In 2024, Trevelino/Keller acquired Marsden Marketing, a b2b growth marketing firm, a move that expanded the firm’s strategic and technological resources. Today, most of its financial and professional services clients leverage the firm’s growth marketing and creative services capabilities, in addition to its core public relations services.

Vested

114 East 25th Street
New York, NY 10010
917/765-8720

82 Great Suffolk Street
London, SE10BE
+44 203 890 4750

Fullyvested.com
Linkedin.com/company/vested-llc
X.com/TeamFullyVested
Instagram.com/teamvested

Dan Simon, Chairman, Group Vested, [email protected]
Binna Kim, CEO, Group Vested, [email protected]
Ishviene Arora, Pres. & Chief Client Officer, [email protected]
Elspeth Rothwell, CEO, Vested EMEA, [email protected]
Amber Roberts, CEO, Vested US, [email protected]
Katie Spreadbury, CEO, Vested UK, [email protected]

Vested is a global, award-winning integrated financial services communications and marketing firm with offices in New York and London. Vested delivers results-focused programs for brands big and small including American Express, Bloomberg, JPMorgan Chase, Morgan Stanley and more. The firm has been recognized as one of America’s Best PR agencies by Forbes and has won Gold for the Best Industry-Focused Agency by the Bulldog Awards. The Vested UK team was also recognized as the CIPR Specialist Consultancy of the Year and PRWeek Top 150 Consultancy.

We attract and retain the industry’s best talent through our equity ownership model and entrepreneurial approach—from unlimited vacation days to sabbaticals. Entrepreneurial to the core, Vested launched the industry’s first agency-run investment group, Vested Ventures; created a community for senior financial marcomms professionals to network and share best practices called Financial Narrative; partners with Qwoted, the disruptive tech platform that brings together financial journalists and sources; and launched Finance Studio, the platform for digital, content and design projects suited to each individual brand’s needs and budget.

Water & Wall

401 Park Ave. South, 10th Floor
New York, NY 10016
212/625-2363
www.waterandwall.com

Andrew Healy, Partner
Jen Corletta, Vice President
Rebecca Schmidt, Assistant VP

Water & Wall is an award-winning communications and marketing agency with offices in New York, Boston and Philadelphia, delivering creative strategies that elevate financial and B2B brands. Operating as an established independent agency since 2012, we thrive on the ability to experiment with innovative ideas, while delivering clever and tailored strategies for our clients. We’ve worked with hundreds of brands in shaping their identities and protecting their reputations, while raising company profiles to drive meaningful growth. We’re as careful at selecting our clients as they are at selecting us, and if we partner together you can count on our full attention, sharp strategic thinking, and a commitment to your success. Water & Wall is more than just another agency partner—it’s a testament to what’s possible when you trust your instincts, hire the right people and choose to represent companies that hold a similar mindset.

Professional Services PR Firms:

Akrete

233 South Wacker Drive, 44th Floor Chicago, IL 60606 (Willis Tower)
847/892-6082
[email protected]
www.akrete.com
LinkedIn: @akrete
Instagram: @akrete

Margy Sweeney, Founder and CEO
Nicole Stenclik, President
Aimee Val, Senior Vice President
Michelle Pittman, Executive Consultant
Jackie Keane, Managing Consultant

The Bliss Group

230 Park Avenue
Second Floor West
New York, NY 10169
www.theblissgrp.com
212/840-1661
Fax: 212/840-1663

With deep roots serving the business and professional services sectors, The Bliss Group is an insights-driven marketing communications agency that blends data science with the art of storytelling to connect to people with precision, empathy and purpose. For more than 50 years, we have partnered with leading industry players in accounting, B2B, consulting, human capital and law to help them move audiences, capture market share and drive tangible business outcomes. Recognized as PR Week’s Outstanding Corporate Agency of the Year, PRovoke Best Agencies in the US and PRovoke Best Agencies to Work For, we continue to set the standard for innovative marketing solutions that drive meaningful results for our clients.

Client Sample: BDO, BILL, Freshfields, and Korn Ferry.

Boardroom Communications Inc.

d.b.a. BoardroomPR
1776 No. Pine Island Rd., #320
Ft. Lauderdale, FL 33322
954/370-8999
[email protected]
www.boardroompr.com

Locations: Miami, Fort Lauderdale, West Palm Beach, Orlando, Tampa and Naples

Julie Talenfeld, President
Don Silver, COO
Todd Templin, Exec. VP
Eric Kalis, Sr. VP
Jennifer Clarin, Michelle Griffith, VPs
Ashley Kearns, Director, Social Media

Boardroom Communications (BoardroomPR) is a full-service public relations and integrated marketing agency, leveraging the skills of our staff of journalists, PR and marketing professionals and multimedia specialists to provide visibility across numerous platforms. Our creative solutions increase awareness and understanding, establish credibility and ultimately improve business.

Clients: Shutts, Weiss Serota, SSRGA Law, Marshall Dennehey, Guignard Co., Associated Builders and Contractors East Florida, Forman Capital, Miller Construction, Tropical Financial Credit Union, Encore Capital Management, Florida East Coast Realty, KW Property Management, Klotz Companies, The Keyes Company, The Lynd Group, RKW Residential, Pulte Homes and Rivergate Companies.

Bospar

3335 21st St.
San Francisco, CA 94110
844/5-BOSPAR
[email protected]
www.bospar.com

Curtis Sparrer, Principal
Tom Carpenter, Principal
Chris Boehlke, Principal
Joe Krasinski, CFO
Paula Bernier, Chief Content Officer
Denyse Dabrowski, Senior Vice President

Some of the team members behind the “politely pushy” magic of Bospar.

Our financial PR and IR services include investor messaging and positioning, content development for earnings reports and IPO presentations and media training for executives.

Coyne Public Relations

5 Wood Hollow Rd.
Parsippany, NJ 07054
973/588-2000
www.coynepr.com
New Business inquiries: [email protected]

Additional Office
501 7th Ave.
New York, NY 10018
212/938-0166

Thomas F. Coyne, Founder & CEO
Rich Lukis, President
John Gogarty, President
Cathy Clarkin, Chief Financial Officer
Clara Heffernan, Chief People Officer
Kelly Dencker, Executive VP
Joe Gargiulo, Executive VP
Jennifer Kamienski, Executive VP
Tim Schramm, Executive VP
Lisa Wolleon, Executive VP

What sets Coyne PR apart is simple: our people power our performance. We invest in being the best place to work because the best work comes from the best teams. That mindset fuels everything we do, from breakthrough campaigns to decade-long client relationships. As the first ChatGPT enterprise partner in our industry, we embrace innovation while staying true to what makes us different: original, human-driven creativity. With standout work for Hilton, StarKist, and CeraVe, we deliver relevance, consistency, and results. Our best-team approach ensures every client benefits from the full agency brain trust. A 95% retention rate among top clients, impressive new business growth, and more than 1,000 industry awards speak to our impact. But it’s our humanity—our culture of collaboration and bold thinking—that truly sets us apart. We’re not trying to be the biggest agency in America, just the most respected, most inspired, and most empowering. That’s our edge.

Edelman

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

Franco

400 Renaissance Center, Suite 1000
Detroit, MI 48243
313/567-2300
[email protected]
franco.com
Linkedin.com/company/franco-detroit/
Instagram.com/franco_detroit/

Tina Kozak, CEO
Tina Benvenuti Sullivan, President & COO
Nikki Little, CMO

Based in Detroit since 1964, Franco is a women-owned integrated communications agency offering PR, marketing, social media, advertising and creative services to clients in sectors we’re experienced and invested in, including auto/mobility, economic development, technology, healthcare, nonprofit, consumer and professional service. We’ve helped professional service firms in various industries —including legal, accounting, automotive retail and small business —build awareness and credibility, and most importantly, acquire new leads and business through a variety of marketing and communications efforts. Our integrated approach to communications programs, strategies and content—enabled by technology and empathic listening—assists in solving complex and time-consuming problems for our clients. Our values of care, accountability and innovation create trusting partnerships between our team members and clients, resulting in strategic and transformative change. Clients choose us because we lead with empathy, act with purpose and never settle for average. With Franco, our clients gain a partner as invested in their success as they are.

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

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. Headquartered in Raleigh, N.C., and founded in April 1997, FWV has received 39 Global or National Agency of the Year honors over the past 28 years, including being named the nation’s Best PR Agency of 2024 by a jury of the country’s top journalists. Its professional services practice area is ranked 14th in the country.

FWV provides comprehensive and integrated strategies and solutions tailored to the unique challenges that professional service firms face, proactively evaluating potential risks and mitigating issues that can harm reputations with customers, employees, regulators and the public.

FWV’s extensive legal and professional services marketing experience includes work done on behalf of: Edwards Kirby LLP; Smith Anderson; Perkins & Will; Trammell Crow Company, HR Florida; NCSHRM; Lynch Mykins; Coats & Bennett, PLLC; Lisa Smithson & Company; Marshall & Taylor, P.C.; Clancy & Theys; Poyner Spruill LLP; Smith Moore LLP; Underrated Golf; Vickie Milazzo Legal Nursing Services; Womble Carlyle Sandridge & Rice; and Yates, McLamb & Weyher. FWV also works with top international companies across B2B, mobility, automotive, manufacturing and technology markets, such as Eaton, LG Energy Solution and Mitsubishi Electric Automotive America. Newsweek ranked FWV as one of two 5-star agencies for Automotive, Mobility and Transportation.

In addition to its diverse 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, Teen Cancer America, and the N.C. Department of Transportation, just to name a few ...

FWV is the parent company of fashion and lifestyle PR firm AMP3 (New York City), pet and animal health practice Fetching PR; and Prix Productions, a feature film and documentary production company. FWV employs more than 140 public relations, public affairs, social media, advertising, digital marketing and content creation professionals across its five offices nationwide.

Gregory FCA

27 West Athens Ave.
Ardmore, PA 19003
610/642-8253
[email protected]
www.gregoryfca.com

200 West 41st Street, 12th Floor
New York, NY 10036

20 Park Plaza, Suite 1409
Boston, MA 02116

14-16 Great Chapel St.
London, W1F 8FL

Greg Matusky, Founder & CEO
Joe Anthony, Partner & President

Hope Beckham Espinosa

3343 Peachtree Road NE, Ste. 120
Atlanta, GA 30326
404/604-2600
[email protected]
www.hopebeckham.com
@hopebeckhampr (Instagram)
Hope Beckham Espinosa (Facebook)

Gina Espinosa, CEO
Bob Hope, Chairman & Founder

Based in Atlanta, Hope Beckham Espinosa is a WBE and MBE-certified, multicultural communications agency. Under influential and award winning leadership, our agency has served local, national, and international clients for more than 30 years, in industries including sports, entertainment, hospitality, retail, government, nonprofit, and numerous others. We are best known for our strengths in media relations, strategic networking, event management, and multicultural communications. We work directly with clients or partner with agencies to serve as their multicultural arm of Hispanic audience campaigns. Led by Mexico native CEO Gina Espinosa-Meltzer, we are currently Atlanta’s only top 20 public relations agency whose services include a dedicated practice in Hispanic communications.

HUNTER

One World Trade Center, Floor 68
New York, NY 10007
www.hunterpr.com

Grace Leong, CEO
Gigi García Russo, Chief Transformation Officer
Gabrielle Zucker, Global Chief Client Officer
Contact: [email protected]
Samara Farber Mormar, CMO

HUNTER is an award-winning brand and marketing communications firm with deep expertise across corporate and consumer sectors. Frequently named as a “Best Place to Work” and “Agency of the Year,” we operate in New York, Los Angeles, Chicago and London with global partnerships that expand our reach. Our integrated services include strategic planning, media relations, social and digital media, talent/influencer engagement, experiential marketing, multicultural outreach and content creation and distribution for the world’s most beloved brands and companies.

HUNTER helps financial and professional services firms protect reputations, build credibility, and communicate clearly in complex, highly regulated environments. We work with leading institutions to engage key stakeholders—investors, regulators, clients, employees, media, analysts—through executive visibility efforts, strategic media relations, thought leadership programs, and issues management.

HUNTER helped client Gunderson stand out in the crowded tech law space with high-impact coverage that boosted brand visibility and built trust with VCs, startups, and private companies.

Protecting and Promoting Brand Reputation: Managing reputation today means optimizing for both human and machine perception, grounded in values, credibility, and resilience. Whether navigating digital transformation in banking, managing issues through regulatory uncertainty, or building long-term brand equity with institutional investors, HUNTER helps financial and professional services brands communicate with clarity, consistency, and credibility at every step.

Elevating Executive Voices: HUNTER understands the value of a strong external presence for firm leaders. While our research finds that most leaders also see the connection between executive visibility and business success, only about half feel very confident communicating with media or on social.

With these findings in mind, we created xVoice, our proprietary executive resonance program designed to define an executive’s voice, pinpoint their unique perspective and better connect with their target audience. With xVoice, we’re able to make a measurable impact against communications objectives and business goals while also solidifying a brand’s position within the larger market.

Navigating Crisis with Clarity: We know that trust is earned through swift, transparent communication and action. Our Special Situations Group has deep expertise working with some of the largest and most iconic B2C and B2B brands in the world, helping them with issues ranging from cyber-attacks, labor strikes, NTSB investigations, activist investors, executive misconduct, product liability and viral customer complaints, among others.

We help brands and executives move quickly to correct the record, own their response, and ensure both people and machines reflect the truth.

ICR

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

Thomas Ryan, CEO ([email protected])
Don Duffy, President ([email protected])
Jason Chudoba, Partner ([email protected])

INFINITE

1450 Broadway, 7th Floor
New York, NY 10018
917/602-0545
[email protected]
www.infiniteglobal.com
www.linkedin.com/company/infiniteglobal/
twitter.com/igc_us

Additional Offices: San Francisco, Los Angeles, Chicago, Washington, D.C. and London

Jamie Diaferia, Founder & CEO
Zach Olsen, President
Isabel Podda, COO

Our work spans each phase of the crisis lifecycle: from pre-crisis preparation and planning, to rapid crisis response and post-crisis reputational repair.

Lee Andrews Group

700 S. Flower Street, Suite 1275
Los Angeles, CA 90017
213/891-2965
[email protected]
www.leeandrewsgroup.com
Social Media Handle: @leeandrewsgroup

Stephanie Graves, President and CEO
Katharine David-Park, Executive VP of Operations
Eloy Morales, Jr., Bilingual Sr. Strategic Advisor
Joey Legaspi, Vice President
Edna Degollado, Vice President
Clare Dietz, VP, Marketing & Branding
Steph Keane, Creative Director
Miguel Paredes, Vice President of Organizing

Founded in Los Angeles in 1993, Lee Andrews Group is a leading woman- and minority-owned strategic communications and PR firm. We build bridges between agencies, communities, and media—specializing in public sector campaigns, crisis response, stakeholder engagement, digital media, design, and large-scale event strategy.

Exploring ideas, solving challenges—(L-R) Lee Andrews Group’s Eloy Morales, Stephanie Graves and Joey Legaspi in a productive working session.

For over 30 years, we’ve helped move the region’s most high-stakes, visible public projects forward in partnership with cities, government agencies, utilities, and mission-driven organizations. Our inclusive, multicultural approach is grounded in DEI principles and community trust, helping clients navigate complex political and cultural landscapes.

Under CEO Stephanie Graves’s leadership since 2013, we’ve elevated storytelling as the connective tissue between ideas and impact—integrating data-driven strategy, creative design, and analytics to amplify earned value. Our integrated services include public relations, branding & marketing, outreach & communications, crisis communications, creative & design, SEO, SEM, and analytics.

Built for 2025 and beyond, we marry compelling narrative and purposeful design to activate audiences, bridge cultures, and drive real change.

Montieth & Company

685 Third Avenue
27th Floor
New York, NY 10017
646/437-7602
www.montiethco.com

Montieth & Company is a global specialist communications consultancy that provides a comprehensive set of marketing communications services and solutions that seamlessly integrate earned, owned, and paid media. M&Co delivers high-value, measurable outcomes for organizations across sectors and global money and media markets that include optimizing generative AI to raise brand awareness. M&Co’s flexible, integrated, and budget-efficient cross-border business model enables us to reach into over 25 media markets via our global hubs in New York, London and Hong Kong, and our affiliates around the globe.

M&Co enables clients to assess and strengthen brand visibility in generative AI environments, including large language models (LLMs), as audience discovery shifts beyond traditional search. We also provide early detection of reputational risk through AI-powered narrative monitoring of legacy and social media.

We empower clients to achieve influence through strategic engagement with the media, to establish their expert voice, and solve their most critical communication problems. Central to our value-add is supporting key client corporate initiatives. These range from expanding profitable market share by moving into new markets globally to seeking private equity investments and making strategic acquisitions.

Stanton

909 Third Ave.
New York, NY 10022
212/366-5300
[email protected]
www.stantonprm.com

Tom Faust, Charlyn Lusk, Managing Directors
Liam Collopy, Matthew Conroy, Michael Goodwin, Josh Greenwald, Scott Lessne, Katrin Lieberwirth, SVPs

Stanton is a strategic communications partner to global firms, mid-size leaders and entrepreneurial enterprises with deep expertise serving professional services firms including law firms, investment banks, financial advisors, accounting firms, and operational partners. Our combination of smart strategy, innovative thinking and first-class execution produces business-changing results for our clients.

In addition to our deep sector experience, Stanton is a preferred partner due to our practitioner model where our senior professionals spend the majority of their time on client work. Our flexible and collaborative approach and responsive, bureaucracy-free service are the hallmarks of our long-standing client relationships.

Professional services clients include: Carl Marks Advisors, Efficio, Gen II Fund Services, and Moritt, Hock & Hamroff.

Tier One Partners

129 South Street
Boston, MA 02111
617/918-7060

209 W. Jackson Blvd.
Chicago, IL 60606
708/421-0083
www.tieronepr.com

Marian Hughes, Co-Founder, Managing Partner, Chicago
Kathy Wilson, Co-Founder, Managing Partner, Boston

Tier One Partners is an award-winning integrated marketing agency. We offer a comprehensive range of PR, content, and digital marketing services to propel B2B and B2C companies in professional services across numerous verticals, AI and other disruptive technologies, digital health, financial services and fintech, and energy tech into category leadership.

Co-headquartered in Boston and Chicago, we’re a certified women-owned business. We’ve successfully built awareness and category leadership for financial services leaders including 3 Pillar, fifty-five, Oliver Wight, JetSweep, Waterfield Tech, Centrilogic, and others.

Trevelino/Keller

1042 Northside Dr. NW, Suite 960
Atlanta, GA 30318
404/214-0722
[email protected]
[email protected]
www.trevelinokeller.com

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

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