Padilla - Curated thoughts from curious thinkers

PR Agencies for Finance, Investor Relations & Professional Services Companies

Our annual issue on financial PR and investor relations covers topics such as how agencies should clearly define for their clients how they're using AI, what AI visibility audits reveal about media authority, and why industry knowledge and know-how matters more than ever in the age of AI.

There's also a special report on PR agencies working for law practices, accounting firms and other professional services such as commercial real estate. Articles cover topics such as the five forces transforming professional services PR and how to understand the product shift in this specialty.

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 >>

O'Dwyer's Sep. '26 Financial PR/ir & Professional Servcies PR Magazine

View interactive printed Sep. '26 Financial PR/IR & Professional Services PR Magazine

Main Index of Issues

Submit Profile for O'Dwyer's Magazine

Featured articles:

Tom CoombesAI and Data Science in Communications: From Reactive to Predictive PR: For the first time, in-house teams and agencies have the opportunity not to just monitor narratives as they emerge, but to understand how they are forming. -- Tom Coombes, Cognito

Ryan BarrCommunications Leaders Must Become Leaders of Business Momentum: The most effective communications leaders don't just sit in on strategy meetings; they actively shape them. They look past the immediate horizon to see how market forces and audience sentiment will impact the company's bottom line. -- Ryan Barr, FINN Partners

Joe AnthonyScore One for The Specialist: Why Industry Knowledge and Know-How Matters More Than Ever in the Age of AI: An aging workforce, a new workplace landscape and a volatile economic environment have change the rules for plotting a roadmap to the future. -- Joe Anthony, Gregory

Jamie Diaferia & Seth LindenBigger Isn't Better. Better Is Better: Expanding takes more than just growing in size. A deliberate, focused approach is essential for firms that want to increase their scale and influence. -- Jamie Diaferia & Seth Linden, Infinite & Dukas Linden PR

Joele FrankJoele Frank and Her Partners Sell Credibility: Joele Frank pivoted from an early start as a biochemist to learn the ins and outs of financial PR and then put together a team that is a force to be reckoned with in the M&A field. -- John O'Dwyer

Steve HalseyYour Members Aren't Part an Audience. They're Part of the Brand: Members and franchisees are major stakeholders in shaping and distributing an organization’s message. Communicators need to adjust their strategies accordingly. -- Steve Halsey, G&S Integrated Marketing Communications Group

Michael Lasky & Andrew RichmanAI Is Reshaping Agency Work: Are Your Contracts Keeping Up?: Agencies are playing catch-up when it comes to drawing up the ground rules for AI. Getting up to speed starts with clearly defining how AI should be used. -- Michael Lasky & Andrew Richman, Davis+Gilbert

Josh HochbergReputation Drives Valuation. The CEO, CFO and Board Have to Own That Story: The companies outperforming their peers understand that reputation is not a reflection of financial performance. It is an input to it. -- Josh Hochberg, ICR

Andy BlumAndy Blum is Part PR Person, Part Psychologist: Andy Blum has learned the fine art of navigating the push and pull dynamic that exists between PR pros and lawyers representing a client. -- John O'Dwyer

Gina RubelFive Forces Transforming Professional Services PR Right Now, and How to Stay Ahead: A wave of structural changes are remaking the industry. The secret to piloting a course through those changes lies in seeing them as mandate—not as a threat. -- Gina Rubel, Furia Rubel

Brooke WordenThe Longevity Economy: A Strategic Lens for Communicators: An aging workforce, a new workplace landscape and a volatile economic environment have change the rules for plotting a roadmap to the future.-- Brooke Worden, Padilla

Marian Hughes (left) and Kathy Wilson, Founders and Managing Partners, Tier One Partners.Tier One's Playbook for PR Success: Starting out with the goal of creating a “different model” for communications, Tier One’s leaders discuss creating value for firms in financial/fintech, professional services and other high-tech industries. -- Christine O'Dwyer

Lori RuggieroThe Trust Paradox: Why Financial Services Spend More But Earn Less: The financial services industry thinks it needs more communications, when the real issue is credibility—and that requires entirely different solutions. -- Lori Ruggiero, HUNTER

Rick GouldKey Staff Retention is Critical in Building PR Firm Valuation: Buyers aren’t just acquiring clients and cash flow–they’re investing in the people responsible for sustaining both. -- Rick Gould, Gould+Partners

Keri ToomeyFrom Bespoke to Buyable: The Product Shift in Professional Services: Communications teams should take a cue from the tech industry and build the packaging, clarity and market presence that turns expertise into something tangible for buyers. -- Keri Toomey, Highwire

 


 

Profiles of Financial PR/IR Firms

10Fold

1536B Newell Ave., #504
Walnut Creek, CA 94596
www.10fold.com

Susan Thomas, Founder and CEO

10Fold is a leading North American integrated communications agency that builds thought leadership and brand value for B2B technology companies. Founded in 1995 and headquartered in the San Francisco Bay Area, with regional offices in Austin and San Diego, the agency has helped more than 500 technology companies grow share of voice and increase corporate value, work that has contributed to tens of billions in client exits and valuation gains.

10Fold's fintech practice serves companies building core automation and AI-powered systems across finance and accounting, compliance, risk, payments, lending, and other critical financial operations. Award-winning, highly specialized account teams deliver media, analyst and influencer relations, crisis communications, written, graphics and video content, messaging and thought leadership, social media and paid digital services.

Measurement anchors every engagement. The firm's proprietary MetricsMatter® platform ties coverage, share of voice and analyst outcomes to business impact. These concepts are all reinforced by 10Fold's original research, including The Communications ROI Reset, a 2026 study of 400 marketing leaders across North America and Europe on what B2B companies measure, trust and act on.



5W Public Relations

469 7th Avenue, 8th Floor
New York, NY 10018
212/999-5585
[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 Offices:
Miami & Tampa, FL

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

At 5W, we deliver a modern communications strategy built for how brands are discovered today - and where they're going next. We combine the power of public relations with digital marketing and AI visibility to help brands build awareness, relevance, credibility, and drive measurable impact. 5W is a top, independently owned agency with offices in New York and Florida. 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 reputation 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 & Retail, Travel & Hospitality, Technology, Entertainment & Sports. With 250+ professionals, the agency offers an integrated, results-driven approach across earned media, digital, influencer, event management, paid media, thought leadership, and branding, helping clients connect with their audiences and grow their bottom line.

5W's notable clients include Webull, Q2, Fictiv, Zeta Global, RealPage, Criteo, Novo, e.l.f Beauty, Sedgwick, and more. The agency was recognized as a Top Places to Work in Communications by Ragan’s and named to the 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

909 Davis St.
Evanston, IL 60201
847/892-6082; Fax: 847/556-0738
[email protected]
www.akrete.com

Willis Tower
233 South Wacker Dr., 44th Floor
Chicago, IL 60606
(with additional primary locations in Boston, Los Angeles and New York City)

Margy Sweeney, Founder & CEO
Nicole Stenclik, President

Executive Committee Leaders:
Jackie Keane, Fractional CFO/COO
Michelle Pittman, Executive Consultant
Aimee Val, Senior Vice President

Akrete helps companies and executives stand out in an AI world. We create and promote original thought leadership, delighting clients and generative search engines alike.

Akrete's 2026 Executive Committee.Akrete's 2026 Executive Committee.

A national business-to-business PR and marketing communications firm, our PR professionals, writers and strategists bring an authentic voice to nuanced B2B topics. Akrete is the Gold Stevie(R) winner for PR Agency of the Year, U.S. and Canada; a member of the 2026 PRNews Agency Elite Top 120 and a 2025 PRWeek "Best Place to Work.” We are B2B specialists with particularly deep roots in financial services, real estate and investor communications.

Clients Include: BGO, Bonaventure, Byline Bank, Feasibly, First American Financial, ISS, JLL, KeyBank & KeyBanc Capital Markets, Kiavi, Kingbird Investment Management, Lee & Associates of Illinois, McCullough Landscape Architecture, Riley Safer Holmes & Cancila LLP (RSCH), Skender, Water Tower Place, Xroads Real Estate Advisors.



Bospar

3335 21st St., San Francisco, CA 94110
1-844-5-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
Erin Jundef, Senior VP
Shaun Leavy, Senior VP

Bospar is a full-service PR and marketing agency with deep expertise helping fintech, insurtech and other financial services companies build credibility in highly regulated, fast-moving markets. We partner with high-growth startups, established enterprises and publicly traded companies to develop investor messaging, executive positioning, media training and sustained coverage that strengthens reputation with customers, investors, analysts and industry influencers.

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

Our team excels at translating complex financial products, technologies and data into compelling stories that resonate with business, financial, trade and consumer media. Combining a data-driven approach with Bospar's signature "politely pushy" media strategy, we secure impactful coverage across proactive and reactive news cycles while cultivating meaningful relationships with top-tier journalists, analysts and industry stakeholders.

Beyond media relations, Bospar provides integrated communications services, including investor and analyst relations, crisis and reputation management, content development, digital marketing, executive thought leadership, employee communications and change management.

As AI reshapes how organizations are discovered and evaluated, Bospar also helps financial services companies strengthen their visibility in AI-generated answers through Generative Reputation Engineering and Audit*E, ensuring their expertise and credibility are accurately reflected across today's most influential information platforms.



Caliber Corporate Advisers

New York, NY
888/550-6385
[email protected]
[email protected]
www.calibercorporate.com
www.linkedin.com/company/caliber-corporate-advisers

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

Caliber Corporate Advisers is a strategic marketing and communications agency specializing in financial services, fintech, insurance, insurtech, real estate, proptech and related professional services. Working as an extension of our clients’ teams, Caliber brings deep industry expertise to deliver best-in-class strategies in public relations, content marketing, social media and digital advertising.

Since 2010, Caliber has advised more than 300 companies, from established global brands to emerging innovators, helping them build credibility, increase visibility and connect communications strategy to broader business goals.

A remote-first agency with more than 40 professionals, Caliber has been named to the Financial Times’ list of The Americas’ Fastest-Growing Companies for four consecutive years and recognized by Chambers & Partners as a leading FinTech PR & Communications agency. Caliber is also a two-time Inc. Best Workplace, a Fast Company Best Workplace for Innovators and a 2026 Ragan Top Place to Work in Communications, and earned two Gold Stevie® Awards in the 2026 American Business Awards®.



Cognito

1040 Avenue of the Americas, 14th Floor, #14B
New York, NY 10018
646/395-6300
[email protected]
www.cognitomedia.com
LinkedIn: www.linkedin.com/company/cognito /about/
Instagram: @cognitomedia
Substack: @incognitomedia

Tom Coombes, Founder
Felice Tobin, NY Managing Director
Jade Bestley, Group Operations Director
Taylor Fenske, Michaela Morales, Robert Ricci, Senior Vice Presidents
Angela Byrne, US Director of Business Strategy

We are Cognito. For 25+ years, we've crafted marketing and communications campaigns within the financial services, technology, and climate transition sectors.

The challenges have varied - launching new products, rebranding for new customer bases, major acquisitions - but the creativity, deep sector knowledge, and trained consultancy have remained consistent. The end goal is always the same: build support and trust from key stakeholders.

Cognito's New York Team.Cognito's New York Team.

As an agency, we foster professional relationships designed to last for years, if not decades. We pride ourselves on being true partners who grow, change, and adapt to clients’ needs. Our global team is structured to have different backgrounds / skill sets, and are united by sharing the commitment towards curiosity, teamwork, and strategic delivery.

With our latest data-driven offering, Cognito Predictive Intelligence, we give communications, investor relations, marketing, and public affairs leaders the ability to understand what conversations are happening about their brand and sector, where they're forming, and who's driving them - turning that insight into sharper responses and stronger strategy.

Cognito operates in eight major financial hubs worldwide, providing a true “follow-the-sun” on-call team: New York, London, Singapore, Hong Kong, Amsterdam, Düsseldorf, Paris, and Sydney.



Collected Strategies

60 Madison Avenue, 10th Floor
New York, NY 10010
212/379-2072
www.collectedstrategies.com

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

Collected Strategies is an independent advisory firm providing strategic communications counsel to companies and their 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 trusted partners, offering senior-led counsel on the full range of special situations, ongoing IR and PR and media issues that companies encounter.

Based in Manhattan’s Madison Square Park neighborhood, we provide pragmatic advice and actionable ideas to clients, tailoring solutions 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 communications landscape.



Dukas Linden Public Relations

240 West 40th Street
Times Square
New York, NY 10018
646/808-3600
[email protected]
www.dlpr.com

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

Richard Dukas (left) & Seth Linden.Richard Dukas (top) & Seth Linden.

Dukas Linden Public Relations (DLPR) – an Infinite Company, is a communications partner for leaders in finance, asset & wealth management, commercial and investment banking, capital markets, professional services, and Web3.0/digital assets 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 #8 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 billings from fees topped the $10 million mark for the first time in 2025. Our clients include well-known, large and middle-market companies in key areas of finance, including institutional and retail investing, wealth management, alternatives and private equity, digital assets, capital markets and banking. We have strong professional services experience in accounting, management consulting, compliance, economics, and law.

We are exceptionally strong at securing top-tier media results for our clients. Our broadcast group booked more than 1,300 interviews in 2025, primarily on CNBC, Bloomberg, Fox Business, Yahoo! Finance and popular, influential podcasts. We also placed more than 2,250 stories in leading business press including Wall Street Journal, Barron’s, FT, Reuters and within top trade outlets.

Clients Include: ARK-Invest, Bitwise Investments, Bitcoin Standard Treasury Company, Brandes Investment Partners, Brighton Jones, Brown Advisory, CenterSquare Investment Management, Clearwater Analytics (CWAN), Citizens Financial, Cohen & Steers, Crossmark Global, EisnerAmper, Evercore, Harrison Street, Hashdex, LaSalle Investment Management, 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).



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.



FischTank PR

32 Broadway, 17th Floor
New York, NY 10004
646/699-1414

[email protected]
www.fischtankpr.com
www.linkedin.com/company/fischtank

Eric Fischgrund, Founder and CEO
Matt Bretzius, Partner and President
Ashley Willis, Sr. VP
Rob Kreis, VP

Founded in 2014, FischTank PR is a leading media relations and corporate communications firm that partners with finance and professional services brands looking to increase their visibility and authority in their respective categories. Our client base spans fund managers, venture capital, real estate investment firms, private equity, law firms, national franchises, medical
practices and more.

We are known for pushing our clients to be deliberate in what they say, and speak on some of the most important and contemporary stories in their space. As such, our finance and professional services clients are regularly featured in top tier business and finance publications, national TV, podcasts, online, prominent newsletters and local media. We are effective, no-nonsense storytellers that provide transparent feedback so our clients can adapt and build PR programs that scale and endure.

FischTank PR has been recognized by several media and PR industry awards; is frequently invited to speak at leading conferences as well as virtual webinar panels; is regularly quoted in prominent media spanning the Associated Press, Wall Street Journal, Business Insider, CNBC and numerous other outlets. We are outspoken with respect to our trade.



Gregory

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

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

Boston Office
745 Boylston Street, Suite 303
Boston, MA 02116

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

Greg Matusky, Founder & CEO
Joe Anthony, President & Co-CEO

Gregory is the 6th largest financial services PR firm in the country, per O'Dwyer's own ranking, and the most AI-enabled agency in the category, winner of the 2025 PRSA Silver Anvil for Best AI Integration and Digital Innovation, and PR Daily's 2025 Agency of the Year.

Our financial services team is built around specialization, not generalists: SVP-level leads dedicated to RIAs, private markets, ETFs, fintech, investment management, banks, insurance, cryptocurrency and retirement. Each has deep media relationships and delivers strategic media training so every opportunity lands with the right message.

We built the Gregory Influence Engine to audit how clients actually show up in AI search results like ChatGPT and Google AI Overviews, because the story that matters now includes both the narrative that unfolds in the media and the information that shows up in answer engines.

The industry has largely commoditized its own story. Gregory's job is making sure our clients' story is the one that's actually heard, in national business press, trade outlets, and increasingly, in AI-generated answers.



Hewes

1270 Avenue of the Americas, Suite 1818
New York, NY 10020
212/207-9450
[email protected]
www.hewescommunications.com
LinkedIn: linkedin.com/company/hewes-communications
X (Twitter): @HewesComm

Tyler Bradford, Managing Partner
Steve Schaefer, Managing Partner
Tony Denninger, Chief Operating Officer
Cindy Fox, VP, Digital Marketing

Hewes is a financial communications and public relations agency focused exclusively on the asset management industry. Founded in 1993 and based in New York City, the firm has spent three decades building visibility, credibility, and reputation for asset managers, ETF issuers, financial advisors, and hedge funds. Hewes' core services include financial public relations, media and influencer relations, content strategy, digital marketing, social media strategy, corporate communications advisory, and AI-powered media monitoring and analytics.

Hewes helps investment firms sharpen their positioning, tell their story to institutional and retail audiences, and build durable relationships with financial journalists and industry influencers. Its team, averaging over two decades of experience across financial PR, journalism, and asset management marketing, has counseled firms across equities, fixed income, ETFs, and alternative strategies. Rather than chasing one-off press hits, Hewes takes a relationship-driven, earned-media approach designed to compound a client's visibility over time.

The firm's digital marketing capabilities, paired with AI-enabled media monitoring and analytics, give clients a data-informed view of how their message performs across channels. For financial services firms seeking a PR partner who understands the investment industry from the inside, Hewes pairs deep sector expertise with digital marketing and measurement tools.



Highwire

727 Sansome Street, 1st Floor
San Francisco, CA 94111
415/692-0748
[email protected]
teamhighwire.com

Michael O'Brien, CEO
Carol Carrubba, Co-Founder, President
Emily Call Borders, Co-Founder, Chief Client Officer
Cortney Stapleton, Chief Strategy & Business Officer
Michael Roth, Executive Chair, Highwire Health
Michael Byrnes, Chief Growth Officer
Melanie Kearney, Chief of Staff
Andrew Robinson, Head of People
Jason Mayde, Chief Technology Officer

Highwire is a strategic marketing and communications agency partner for organizations where innovation is the business model and reputation is the asset. Highwire eliminates the tradeoff between speed and strategic rigor, partnering with the industry leaders who build, defend, and grow the most consequential brands in the world.

Our approach brings together senior practitioners that stay close to the work, integrated teams that operate as one system, and a proprietary AI infrastructure that drives both insight and delivery.

We deliver speed with substance across brand strategy, corporate reputation management, earned media, demand generation, creative, and crisis communications.



HUNTER

One World Trade Center, Floor 68
New York NY 10007
212/679-6600
www.hunterpr.com

Other Offices in: Los Angeles, London and Chicago

Primary Contact information:
Samara Farber Mormar, [email protected]

Grace Leong, Global CEO
Gigi García Russo, President
Samara Farber Mormar, CMO
Lori Ruggiero, Managing Director, Corporate Communications, Fintech & Financial Services

HUNTER, a Stagwell agency, is a leading integrated marketing communications partner committed to earning attention and elevating corporate reputation for some of the world's most respected companies and brands. Built on a foundation of earned media, HUNTER delivers integrated communications solutions across corporate, consumer and digital disciplines, with particular strength in financial services, professional services and other reputation-driven industries.

HUNTER works with TurboTax to drive awareness for its first-ever physical location, helping make tax guidance more human, relatable and locally relevant. 

Photo: Intuit TurboTax
HUNTER works with TurboTax to drive awareness for its first-ever physical location, helping make tax guidance more human, relatable and locally relevant.

Photo: Intuit TurboTax

Led by former journalist and veteran communications executive Lori Ruggiero, HUNTER's Corporate, Fintech & Financial Services Communications practice partners with public and private companies – including professional services firms, B2B companies, and leading consumer brands – through key business moments such as growth and transformation, financial transactions, leadership transitions, reputational challenges, issues management, and crisis response.

The practice excels in building and amplifying enterprise narratives, employer brands, executive visibility, thought leadership, financial communications, and strategic media relationships. The team leverages HUNTER’s integrated capabilities in social media, influencer marketing, content, internal communications, media training and Generative Engine Optimization (GEO). These programs help organizations build trust, strengthen stakeholder confidence, elevate leadership, navigate market complexity and evolving expectations, and drive meaningful business outcomes.

Backed by deep category expertise, long-standing media relationships and an earned-first approach, HUNTER helps clients earn attention, build trust and protect reputation.



ICR

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

Anton Nicholas, CEO ([email protected])
Josh Hochberg, President, Communications ([email protected])
Tom Ryan, Co-Founder and Executive Chairman ([email protected])
Don Duffy, President & Chairman of the Board, ICR Capital ([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 https://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, Boston, Chicago, Washington, D.C., Toronto 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., Suite 1800
San Francisco, CA 94111
415/869-3950

Joele Frank, Managing Partner
Matthew Sherman, President
Andrew Brimmer and Daniel Katcher, Vice Chairmen
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, Kate Thompson, Ed Trissel, Partners

Joele Frank is a strategic communications firm that enables clients to take control in key moments of challenge and opportunity—from bet-the-company situations to the ongoing execution of long-term business goals, and everything in between. For more than 25 years, we have guided companies through high-stakes moments with clarity and confidence, differentiated by our deep experience, creative thinking, and a relentless focus on results.

Our industry leadership has been recognized with seven Agency of the Year honors from PRovoke Media, five Firm of the Year awards from The M&A Advisor, the #1 ranking in The Deal’s U.S. M&A league tables since 2013, and the #1 ranking in Bloomberg’s shareholder activism defense league tables since 2019. Our expertise includes best-in-class teams across financial sponsors, governance, digital, and design that work seamlessly alongside client service teams to deliver tailored solutions that drive creativity and results.



Kekst CNC

1675 Broadway, 30th Floor
New York, NY 10019
212/521-4800
www.kekstcnc.com
Lyndsey Estin, Co-Chief Executive Officer
Richard Campbell, Co-Chief Executive Officer

When unforeseen events threaten to alter your future, expert communications strategy and execution can make all the difference.

For over 50 years, Kekst CNC has partnered with global leaders through high-stakes moments. Supported by 300 professionals across 15 offices around the world, we deliver trusted counsel in capital markets, private capital, crisis and issues management, cybersecurity, and restructuring.

We define reputations when it matters most.



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 full-service advisory firm focused on corporate relations, crisis management, governance consulting, and contested and special situations strategies. We provide strategic counsel and specialized services to participants in high-stakes activism campaigns, corporate crises and transformations, legal disputes, policy debates, and transactions.

With a high-touch and senior-led advisory model, our experience and resources enable us to bring customized actionable solutions to the most complex situations. Our practices span corporate governance advisory, M&A and strategic transactions, corporate affairs, shareholder activism, event-driven and special situations, crisis and litigation, investment management, executive and director recruitment, and design, digital and event production.

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 IR/PR or strategy firm in 2025 and currently has over 70 representations in 1H 2026. The firm advises a global clientele from its offices in New York, London and Washington, D.C. with clients ranging from top, global enterprises to smaller, privately owned corporations.



Lyceus Group

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

Tucker Slosburg, Founder & President
Pamela Granda, Media Relations Strategist
Katherine Camara, Senior Account Executive
Derrius Rodgers, Senior Account Executive

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, Asterozoa Capital, Incline Investment Management, Significance Capital Management, Cres Alta Investment Management, 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, Managing Director
Katarina M. Garner, Managing Director
Jeff Segvich, Global 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’s flexible, integrated, and 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 and strategic communications guidance around reputational and market risk through AI-powered predictive analysis and narrative monitoring of critical corporate financial events. These include but are not limited to IPOs, M&As, strategic transactions, special situations with a material impact and C-level executive transitions.

Our global clients include companies in asset management, across all asset classes, including alternatives, financial research, risk-focused data and analytics, business intelligence/knowledge process outsourcing. We also represent clients in 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 communications engagement, directly with stakeholders, including investors, and through the media. Central to our value-add is supporting key client corporate initiatives from expanding profitable market share by moving into new markets globally to launching new investment vehicles. We support this work with industry leading issues, crisis management and litigation PR practice across markets and jurisdictions.



Padilla

1101 West River Parkway
Suite 400 (Headquarters)
Minneapolis, MN 55415
612/455-1700
PadillaCo.com

Brooke Worden, Senior Vice President, Financial Services Practice Lead, Corporate Strategic Advisory

Transformation is at the heart of what we do at Padilla, and we have a dedicated financial services practice focused on the unique needs of clients in this dynamic sector. Our portfolio of work is diverse, and we partner with our clients to grow and protect financial services brands across a range of industry verticals, including banking, insurance and wealth management. We specialize in helping our financial services clients gain value, relevance and credibility.

Padilla is a full-service agency that transforms brands and organizations through strategically creative communications. Its Corporate Strategic Advisory group focuses on communications disciplines vital to corporate leadership teams, such as financial and capital markets communications, crisis and critical issues management, change management and communications, corporate storytelling, community and social engagement and communications coaching. As an AVENIR GLOBAL company and a founding member of the Worldcom Public Relations Group, the agency provides services to clients through 115 offices worldwide. Transform with purpose at PadillaCo.com.



RF|Binder

950 Third Avenue, 8th Floor
New York, NY 10022
[email protected]
www.rfbinder.com

Amy Binder, Founder, CEO and Chairman
Rebecca Binder, President
Atalanta Rafferty, Co-Founder and Senior Executive Managing Director
Armel Leslie, Executive Vice President

RF|Binder is an independent, integrated communications and consulting firm that works with organizations to build brand reputation, strengthen stakeholder relationships and drive business growth. Our Financial Services practice partners with leading traditional and alternative asset management firms, real estate and hard asset providers, banks, wealth management platforms, broker-dealers, fintechs, industry trade bodies and other leading capital markets and market structure players. We provide strategic counsel across media relations, executive visibility, thought leadership, corporate positioning, crisis and issues management, investor relations, content strategy, digital and social media and integrated marketing to navigate complex, highly-regulated communications challenges and growth opportunities.

Trusted by leading firms across the financial services ecosystem, RF|Binder helps clients build visibility, strengthen credibility with investors and key stakeholders, navigate change and drive measurable business results. As a WBENC- and NYC-certified Woman-Owned Business with global reach through PROI Worldwide, RF|Binder combines senior-level counsel with measurable impact. RF|Binder has earned consistent industry recognition, including Observer's PR Power List for Reputation Management, PRNEWS’ Agency Elite Top 120, PR Daily’s Top Agencies Awards, Inc. Power Partner, Crain's New York Best Places to Work and PROI Worldwide's 2025 Agency of the Year for the Americas.



Thompson Cree Advisors

2407 S. Congress Ave., Suite E
Austin, TX 78704
513/490-8848
[email protected]
www.thompsoncree.com
www.linkedin.com/company/thompsoncreeadvisors

Alex Thompson, Founding Partner
Cody Cree, Founding Partner

Thompson Cree Advisors is an independent financial communications and corporate advisory firm serving small-cap public issuers. Founded in 2025 by Alex Thompson and Cody Cree, the firm helps companies articulate and enhance their value proposition to critical stakeholders through normal-course reporting and transformational events alike.

Thompson Cree Advisors Co-Founders Alex Thompson (left) and Cody Cree (right).
Thompson Cree Advisors Co-Founders Alex Thompson (left) and Cody Cree (right).

The practice spans four areas: strategic communications and shareholder relations; quarterly reporting preparedness, including earnings releases, call scripts, and Q&A development; capital markets advisory, covering investor targeting, sell-side coverage development and positioning through financings and transactions; and corporate access management, including non-deal roadshows and investor conference strategy.



Tier One Partners

129 South Street, Boston, MA 02111
781/354-3660

625 W Adams, Suite 20-114, Chicago IL 60661
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 high stake sectors including financial services and fintech, AI and other disruptive technologies, digital health, and energy tech into category 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 and fintech. (Left to right) Marian Hughes, Co-Founder, Managing Partner and Kathy Wilson, Co-Founder, Managing Partner, Tier One Partners.
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 and fintech. (Left to right) Marian Hughes, Co-Founder, Managing Partner and Kathy Wilson, Co-Founder, Managing Partner, Tier One Partners.

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.

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, Tier One is a certified women-owned business. We've successfully built awareness and category leadership for financial services/fintech leaders including Ally Financial, Apex Fintech Solutions, TradeKing, iVest+, Giesecke+Devrient, Nephila, Velocity Risk, Prophix, and Farseer.



TLG Communications

200 Park Avenue South, Suite 402
New York NY 10003
212/202-2753

Washington, D.C.
1399 New York Avenue NW, Suite 300
Washington, D.C. 20005
202/244-1785

www.tlgcommunications.com
linkedin.com/company/levinson-group
[email protected]

Molly Levinson, CEO
Jason Miner, Managing Partner
Katherine Bosley, Managing Director
Michael Crittenden, Senior Managing Director
Angela Hoague, Senior Managing Director
Sarah Mann, Managing Director
Kylie Munnelly, Managing Director
Ian Sams, Senior Managing Director
Ashley Schapitl, Managing Director
Kaye Verville, Senior Managing Director

TLG is a leading strategic communications and stakeholder engagement firm advising Fortune 50 corporations, private equity firms, global financial institutions, top law firms, and other organizations navigating reputation-defining moments and sensitive situations. The firm’s financial communications practice is a core strength: TLG helps executive teams and boards shape narratives and calibrate messaging around M&A, IPOs, spinoffs, private financings, and investor relations, ensuring leaders
are positioned effectively at every stage of the financial calendar and that key decisions support investor confidence and market value.

TLG’s bench of senior advisors draws on backgrounds spanning journalism, government, and finance, with team members who have held roles at the White House, U.S. Department of the Treasury, U.S. Department of Justice, Bridgewater Associates, CNBC, The Wall Street Journal, and Financial Times, among others. TLG’s unique combination of financial market fluency and crisis-tested judgment allows the firm to guide clients – including multinational corporations and global alternative asset managers – through complex transactions and market-moving events with precision.

Ranked Band 1 by Chambers & Partners and recognized in the National Law Journal’s “Best of” Hall of Fame and by The Deal’s League Tables, TLG is consistently the strategic communications partner of choice during moments that matter most.



Trevelino/Keller

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

Coming off a year where the industry faced AI unpredictability and 3.8% growth, Trevelino/Keller credits its thoughtfully balanced Authenticity+AI Strategy in achieving growth at 21.7%. Of note, it led the country in organic growth for $7M+ traditional agencies; built around its three core platforms — Brand Development, Go To Market and Accelerated Growth. Adoption was strong for fully integrated offerings among emerging and middle market companies and national/international companies realizing a PR strategy is the new algorithm in the AI age.

The firm’s growth marketing continues to scale, leveraging its Platinum HubSpot Partner status and its 3Gen proprietary funnel integrating DemandGen, ReputationGen and LeadGen with Sales Enablement to optimize enterprise revenue. Within financial services, it continues to serve a range of sub-segments from traditional banking/credit unions to fin-tech clients.

Ranked #7 in the Southeast among headquartered agencies, Trevelino/Keller outdistanced its six other counterparts 21.7% to an average of 1.5% and its Atlanta peers, 21.7% to -3.6%, further reflecting its success with the launch of new initiatives — Brand-AI, Exec-AI and its ReputationTracking Agent. Recognized nationally as one of 29 Best Agencies to Work For, it boasts the industry’s #1 talent retention!



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, Vice President

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.

Clients Include: Allocate, Alvarez & Marsal, Aprio Wealth Management, AC Wealth Partners, BW Cyber, Compound Planning, EY, F2, Ferghana Investment Partners, Girls Who Invest, Liberty Street Advisors, Peakline Partners, Pluto Financial Technologies, Saluda Grade, Snowden Lane Partners and Solomon Partners.



Professional Services PR Firms:

10Fold

1536B Newell Ave., #504
Walnut Creek, CA 94596
www.10fold.com

Susan Thomas, Founder and CEO

10Fold is a leading North American integrated communications agency that builds thought leadership and brand value for B2B technology companies. Founded in 1995 and headquartered in the San Francisco Bay Area, with regional offices in Austin and San Diego, the agency has helped more than 500 technology companies grow share of voice and increase corporate value, work that has contributed to tens of billions in client exits and valuation gains.

10Fold's professional services practice serves technology consultancies, managed service providers and systems integrators, along with the cybersecurity, cloud, enterprise software and AI companies they build on. Award-winning, highly specialized account teams deliver media, analyst and influencer relations, crisis communications, written, graphics and video content, messaging and thought leadership, social media and paid digital services.

Measurement anchors every engagement. The firm's proprietary MetricsMatter® platform ties coverage, share of voice and analyst outcomes to business impact. These concepts are all reinforced by 10Fold's original research, including The Communications ROI Reset, a 2026 study of 400 marketing leaders across North America and Europe on what B2B companies measure, trust and act on.



Akrete

909 Davis St.
Evanston, IL 60201
847/892-6082; fax: 847/556-0738
[email protected]
www.akrete.com

Willis Tower
233 South Wacker Dr., 44th Floor
Chicago, IL 60606
(with additional primary locations in Boston, Los Angeles and New York City)

Margy Sweeney, Founder & CEO
Nicole Stenclik, President

Executive Committee Leaders:
Jackie Keane, Fractional CFO/COO
Michelle Pittman, Executive Consultant
Aimee Val, Senior Vice President

Akrete helps companies and executives stand out in an AI world. We create and promote original thought leadership, delighting clients and generative search engines alike. A national business-to-business PR and marketing communications firm, our PR professionals, writers and strategists bring an authentic voice to nuanced B2B topics. Akrete is the Gold Stevie(R) winner for PR Agency of the Year, U.S. and Canada; a member of the 2026 PRNews Agency Elite Top 120 and a 2025 PRWeek "Best Place to Work.” We are B2B specialists with particularly deep roots in professional services, real estate and corporate communications.

Akrete's 2026 Executive Committee.Akrete's 2026 Executive Committee.

Clients Include: BGO, Bigger Pockets, Byline Bank, Feasibly, First American Financial, ISS, JLL, KeyBank & KeyBanc Capital Markets, Kiavi, Kingbird Investment Management, Lee & Associates of Illinois, McCullough Landscape Architecture, Riley Safer Holmes & Cancila LLP (RSCH), Skender, Water Tower Place, Xroads Real Estate Advisors.



Bospar

3335 21st St., San Francisco, CA 94110
1-844-5-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
Erin Jundef, Senior VP
Shaun Leavy, Senior VP

Bospar is a full-service PR and marketing agency that helps professional services firms turn expertise into market leadership. We partner with consultancies, enterprise technology firms, legal and compliance organizations, and other B2B service providers to build the thought leadership, executive visibility and media credibility that earn trust with clients, prospects and industry influencers.

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

Our team specializes in translating complex services and specialized expertise into compelling stories that resonate with trade, business and national media. Combining a data-driven approach with Bospar's signature "politely pushy" media strategy, we secure meaningful coverage across proactive and reactive news cycles while positioning executives as trusted voices reporters, customers and decision-makers turn to for insight.

Beyond media relations, Bospar provides integrated communications services, including executive thought leadership, media training, crisis and reputation management, content development, digital marketing, employee communications and change management. Whether supporting firms through rapid growth, mergers and acquisitions, leadership transitions or evolving market conditions, we help clients communicate with clarity and confidence.

As AI transforms how organizations are discovered and evaluated, Bospar also helps professional services firms strengthen their visibility in AI-generated answers through Generative Reputation Engineering and Audit*E, ensuring their expertise is accurately represented across today's most influential information platforms.



Coyne Public Relations

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

1350 Broadway, Suite 810
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 Vice President
Joe Gargiulo, Executive VP
Jennifer Kamienski, Executive VP
Tim Schramm, Executive VP
Lisa Wolleon, Executive VP

What sets Coyne PR apart is our independence and the performance it unlocks. In an industry shaped by consolidation, we’ve built a model designed for speed, agility and direct senior involvement. As one of the largest independent PR agencies in the U.S., we make faster decisions, invest where it matters most and operate without the red tape of a holding company structure.

That independence fuels stronger partnerships and better work. Clients benefit from consistent teams, senior access and knowledge that compounds over time, driving a 95% retention rate among top clients and relationships that span decades.

We combine that stability with forward-looking innovation, from being the first enterprise partner with ChatGPT in our industry to building capabilities in AI and generative search visibility. The result is an agency built for what’s next, delivering credible visibility across both media and machines.

At our core, we believe independence isn’t just how we operate. It’s what allows us to outperform.



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).



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 45 Global or National Agency of the Year honors over the past 29 years, including being named the nation’s Best PR Agency of 2025 by a jury of the country’s top journalists. Its professional services practice area is ranked 13th 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; Perkins & Will; Trammel 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; Yates, McLamb & Weyer; and Law Offices of Marc Jacobson. FWV also works with top international companies across B2B, mobility, automotive, manufacturing and technology markets, such as Eaton, LG Energy Solutions 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, Teen Cancer America, Dolly Parton Children’s Hospital 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 between its Raleigh, N.C., headquarters and offices around the country.



Furia Rubel Communications, Inc.

1421 Route 113, Perkasie, PA 18944
215/340-0480
[email protected]
www.furiarubel.com
linkedin.com/company/furia-rubel-communications

Gina F. Rubel, Esq., CEO and General Counsel
Leslie Richards, Chief Innovation and Creative Officer
Sarah Larson, Executive Vice President
Jennifer Simpson Carr, Vice President, Strategic Development

Furia Rubel Communications is an integrated marketing and public relations agency that has advised law firms, professional services organizations, corporations and institutions since 2002. The agency delivers client-focused, data-driven counsel across law firm marketing, public and media relations, litigation communications and trial publicity, high-stakes and crisis communications, strategic planning, integrated marketing and training and advisory services.

Clients gain a team that understands how legal and professional services businesses operate. Furia Rubel professionals include licensed attorneys and former litigators, former journalists, digital marketing strategists and former in-house marketing leaders who have worked inside Global 200, Am Law 100 and 200, Magic Circle and midsize law firms.

That background adds a layer of ethics fluency, confidentiality and judgment that matters when reputations, client relationships, active matters and market position are at stake.

The agency operates as a fully virtual team from major U.S. metropolitan areas, with international faculty members positioned in key markets worldwide. Furia Rubel is a WBENC-certified women's business enterprise, is listed in Chambers USA, Legal 500, The Legal Intelligencer Hall of Fame and ranks among the Philadelphia Business Journal's top 50 women-owned businesses, with additional rankings from the National Law Journal, New Jersey Law Journal, New York Law Journal and Legal Times.



G&S Integrated Marketing Communications Group

New York | Chicago | Raleigh | Milwaukee | Waterloo
www.gsimcg.com
www.gscommunications.com
www.morganmyers.com

Steve Halsey, Chief Growth Officer, [email protected]
Anne Green, CEO

G&S Integrated Marketing Communications Group (GS IMCG) is an integrated marketing communications platform built to help organizations navigate complexity and accelerate growth across regulated and high-stakes markets. Through its two agencies, G&S Business Communications and MorganMyers, a G&S Agency, the firm delivers clarity, activation, and momentum for brands shaping the future.

G&S Business Communications specializes in B2B and B2B2C communications, helping companies translate complex topics into clear, compelling narratives that drive understanding, alignment, and action. The agency serves Fortune 500, mid-market, and emerging companies across key sectors including Advanced Manufacturing & Industry, Agribusiness, Healthcare & Wellness, Home & Outdoor Living, and Professional Services.

MorganMyers, a G&S Agency, builds, promotes, and protects brands across the food and agriculture value chain, from field and farm to food and fork. With deep category expertise, the agency helps organizations strengthen trust, differentiate in-market, and drive demand.

GS IMCG operates through integrated, sector-specialized teams designed to align strategy, creative, and channel activation around client outcomes. Its work is grounded in the belief that narrative is the operating system of modern organizations, shaping reputation, influencing decisions, and driving growth.

As an independent, midsized group, GS IMCG combines agility with senior-level counsel and deep strategic expertise. Through its partnership with PROI Worldwide, the firm delivers global reach with in-language, in-market
support across 65 countries.

Recognized among the top firms in the industry, GS IMCG continues to invest in AI-enabled communications, data-driven insights, and integrated delivery models to help clients navigate an increasingly dynamic and complex landscape.

Learn more at www.gsimcg.com, www.gscommunications.com, and www.morganmyers.com.



Highwire

727 Sansome Street, 1st Floor
San Francisco, CA 94111
415/692-0748
[email protected]
teamhighwire.com

Michael O'Brien, CEO
Carol Carrubba, Co-founder, President
Emily Call Borders, Co-founder, Chief Client Officer
Cortney Stapleton, Chief Strategy & Business Officer
Michael Roth, Executive Chair, Highwire Health
Michael Byrnes, Chief Growth Officer
Melanie Kearney, Chief of Staff
Andrew Robinson, Head of People
Jason Mayde, Chief Technology Officer

Highwire is a strategic marketing and communications agency partner for organizations where innovation is the business model and reputation is the asset. Highwire eliminates the tradeoff between speed and strategic rigor, partnering with the industry leaders who build, defend, and grow the most consequential brands in the world.

Our approach brings together senior practitioners that stay close to the work, integrated teams that operate as one system, and a proprietary AI infrastructure that drives both insight and delivery. We deliver speed with substance across brand strategy, corporate reputation management, earned media, demand generation, creative, and crisis communications.



The Hoyt Organization, Inc.

2370 W. Carson Street, Suite 265
Torrance, CA 90501
310/373-0103 (O)
310/962-0101 (M)

www.hoytorg.com
www.instagram.com/thehoytorg/
www.linkedin.com/company/the-hoyt-organization/
www.facebook.com/thehoytorg

Leeza Hoyt, APR, President & CEO

Is your firm looking to expand, pivot strategy, enter a new market, or announce a new service line? Let's talk.

The Hoyt Organization, Inc. (THO) is a full-service strategic public relations and integrated communications agency based in the greater Los Angeles area. We've built a strong reputation serving the professional and financial services sector — including law firms, architectural firms, accounting and consulting firms, financial institutions, and other advisory businesses — helping them build credibility, visibility, and trust with the audiences that matter most to their growth.

We've also built communications and brand strategy programs for clients in real estate, architecture and construction, technology, education, healthcare, and consumer lifestyle, working both nationally and regionally.

As an award-winning agency, THO carries the California Small Business designation, is a certified Women's Business Enterprise, and holds several other recognized designations — all affirming our role as a trusted partner. We're also the Los Angeles area partner for the Public Relations Global Network (PRGN.com), giving clients global reach from a local home base.

THO's core services include media relations, social media and digital strategy, content development, media training, and crisis communications.

THO: a communications company dedicated to moving you forward. Solid in knowledge. Sharp in strategy. Proven in results.



Lyceus Group

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

Tucker Slosburg, Founder & President
Pamela Granda, Media Relations Strategist
Katherine Camara, Senior Account Executive
Derrius Rodgers, Senior Account Executive

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, Asterozoa Capital, Incline Investment Management, Significance Capital Management, Cres Alta Investment Management, 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, Managing Director
Katarina M. Garner, Managing Director
Jeff Segvich, Global 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’s flexible, integrated, and 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 and strategic communications guidance around reputational and market risk through AI-powered predictive analysis and narrative monitoring of critical
corporate events.

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 media engagement, establish their expert voice, and solve their most critical communication problems. Central to our value-add is supporting key client corporate initiatives – from expanding profitable market share by moving into new global markets to launching new investment vehicles. We support this work with industry leading issues, crisis management and litigation PR practice across markets and jurisdictions.



RF|Binder

950 Third Avenue, 8th Floor
New York, NY 10022
[email protected]
www.rfbinder.com

Amy Binder, Founder, CEO and Chairman
Rebecca Binder, President
Armel Leslie, Executive Vice President

RF|Binder is an independent, integrated communications and consulting firm that works with organizations to build brand reputation, strengthen stakeholder relationships and drive business growth. Our Professional Services practice partners with leading consulting firms, law firms, accounting and advisory firms, insurance platforms and other business-to-business service providers to navigate complex communications challenges and growth opportunities. We provide strategic counsel across media relations, executive visibility, thought leadership, corporate positioning, crisis and issues management, content strategy, digital and social media and integrated marketing.

Trusted by leading professional services organizations, RF|Binder helps clients differentiate in competitive markets, elevate firm and executive visibility, strengthen credibility with clients and key stakeholders and translate expertise into compelling thought leadership that supports business growth and brand recognition. We bring a deep understanding of the reputation-driven nature of professional services where trust, expertise and relationships are critical to building and sustaining market leadership.

As a WBENC- and NYC-certified Woman-Owned Business with global reach through PROI Worldwide, RF|Binder combines senior-level counsel with measurable impact. RF|Binder has earned consistent industry recognition, including Observer’s PR Power List for Reputation Management, PRNEWS Agency Elite Top 120, PR Daily's Top Agencies Awards, Inc. Power Partner, Crain's New York Best Places to Work and PROI Worldwide's 2025 Agency of the Year for the Americas.



Stanton Communications, Inc.

1500 K Street NW, Washington, DC 20005
(202) 223-4933
www.stantoncomm.com

Peter Stanton, CEO
Lori Russo, President/Co-Owner
Emily Wenstrom, Senior Vice President/ Co-Owner

About Stanton Communications:
Stanton’s portfolio in support of Professional Services clients includes work for global professional societies, associations and organizations in fields as diverse as coaching, academics, technical training and credentialing, and medical professions.

These and other organizations turn to Stanton Communications when they need to deal with complex challenges, strengthen reputations, and communicate with clarity and confidence. We elevate brands and executives through smart and purposeful thought leadership. We navigate crises with discipline and structure. We provide senior insight and counsel in a personalized and hands-on approach that earns us acceptance as an extension of our clients’ teams.

Our young professionals are the best in their class and guided by senior leaders engaged in every program in support of their efforts. This ensures clients receive the very best service and attention we can offer.

Stanton is an independent firm, drawing upon 37 years’ experience supporting some of the most important corporations, leaders, industry associations, and nonprofit organizations. Supported by our regional agencies in Europe and Latin America and a global network of partners, we communicate with local understanding, linguistic and cultural fluency, and measurable impact across industries, markets, and borders.



The Sway Effect

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

Jennifer Risi, Founder & President

The Sway Effect is an award-winning marketing and communications agency founded by agency veteran Jennifer Risi in 2019. As its name suggests, the firm specializes in swaying opinions and shaping outcomes while putting diversity, equity, and inclusion at the center. Headquartered in New York City, the agency has a global network of 50+ independent partners with a specialization in public relations and influence, brand marketing, creative, social impact, nation branding, data and analytics, research and measurement, and DEI programming.

Notably, the 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, such as Appian and GE Healthcare. The agency was named PRNews 2025 Women Owned Agency of the Year and PRovoke Media 2024 North American Boutique Agency of the Year.



Tier One Partners

129 South Street, Boston, MA 02111
781-354-3660

625 W Adams, Suite 20-114, Chicago IL 60661
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 (including technology and AI, financial services and fintech, healthcare, security, digital transformation, 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 and fintech. (Left to right) Marian Hughes, Co-Founder, Managing Partner and Kathy Wilson, Co-Founder, Managing Partner, Tier One Partners.
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 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 ethodologies 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 professional services leaders including Oliver Wight, 3Pillar, fifty-five, JetSweep, Waterfield Tech, Centrilogic, and others.

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