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PR for Finance, Investor Relations & Professional Services

Our annual issue on financial PR and investor relations covers the latest industry trends and includes a special report on PR agencies for professional services firms. Don’t forget to check out our rankings of the top agencies specializing in financial PR/IR & professional servcies PR >>



Aug. '22 Financial PR/IR & Professional Services PR Magazine (PDF)

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Profiles of Financial PR/IR Firms

BackBay Communications

20 Park Plaza, Suite 1409
Boston, MA 02116
617/391-0790
www.backbaycommunications.com

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

Bill Haynes, Founder & CEO

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

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 30 employees and offices in Boston and London, BackBay serves companies across the United States, Europe and elsewhere, leveraging global partners.

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

Our services include strategic integrated marketing plans, media relations, content creation, branding, website development, marketing materials, videos, advertising and social media.

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



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

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

Bob Pearson, CEO
Michael Roth and Cortney
Stapleton
, Managing Partners
Greg Hassel, SVP and Leader of the Financial Services Practice
Liz DeForest, Reed Handley, Miles Hill, Alexis Odesser, Sally Slater, Bill Smith, Keri Toomey, Megan Tuck, Judy Welage, SVPs
Meghan Busch, Marisha Chinsky, Alana Gold, Erin Harrison, Courtland Long, Quintin Maidment, Janice Miller, Meghan Powers, VPs

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

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



Bospar

Serving 15 locations, including San Francisco, New York, Los Angeles, Washington, D.C., Chicago and Austin.
415/913-7528
[email protected]
@BosparPR
vimeo.com/571954519

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

Hey! Yeah, you, the person reading this.

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

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

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

Yet, the PR industry and business world have noticed Bospar for our work in tech, social media, content marketing and PR:

Financial Times: America’s 500 Fastest-Growing Companies list in 2022
O’Dwyer’s: 50 Top PR Agencies in 2022
O’Dwyer’s: Top 5 San Francisco PR firms in 2022
Fast Company’s Best Workplaces for Innovators in 2022
Forbes named us one of the best PR agencies of 2021

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

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

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



Butler Associates, LLC

353 Lexington Ave., 17th Flr.
New York, NY 10016
212/685-4600
www.butlerpr.com

290 Harbor Dr.
Stamford, CT 06902

Thomas P. Butler, President

Butler Associates is a team of exceptional communicators with a proven track record of consistent, creative, high-impact results. It is the winner of PRSA-New York’s 2021’s Best Reputation Brand Management Campaign, 2020 & 2018 Best Legal Marketing Communications Campaign, 2019’s Best of the Best Award, and much more. With clients across the nation, Butler is among the New York media market’s top agencies for its legal, business, financial, professional services, public affairs, environmental and crisis management practice results.

Butler Associates campaigns range from victorious Fortune 50 shareholder proxy matters, messaging for significant litigations, crisis, public affairs, and public safety campaigns. The CEOs and organizational leaders we advocate on behalf of, are highly visible and respected opinion leaders. The Butler group includes smart, seasoned media and communications pros absolutely committed to their clients and delivering results. Its Litical Solutions division produces intelligent and highly targeted digital engagement.

Clients Include: American Triple I Partners, Association of BellTel Retirees, Inc., Association of DuPont Retirees, Barasch McGarry P.C., Building Trader Employers Association-NY, Carver Federal Savings Bank, Clean Energy Jobs Coalition-NY, Clear Vision Impact Fund, Cognitive Assessment Group, Davidoff Hutcher Citron LLP, FDNY EMS Local 2507, Friars Club, Greater New York Automobile Dealers Association, Home Health Care Workers of America, Home Health Care Employers Association of New York, Hunts Point Cooperative Market, Kinder Institute for Urban Research, Rice University, Knights of Saint Patrick of New York City, Metropolitan Package Store Association, Nationwide Mortgage Bankers, New York City Fire Pension Fund, New York-New England Dairy Consortium, LLC, Patriot Bank, NA, Plaza College, Sharps Technology, Inc., Shank Williams Cisneros Company, Siebert Williams Shank & Co., LLC, Social Equity Impact Ventures, LLC, Stamford Innovation Week, Stamford Partnership and Zara Realty Holdings Corp.



Dukas Linden Public Relations

100 W. 26th St.
New York, NY 10001
212/704-7385
[email protected]pr.com
www.dlpr.com

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

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

Dukas Linden Public Relations (DLPR) is a communications partner for leaders in finance, asset management, professional services, fintech and B2B technology. We create compelling narratives that expand our clients’ share of voice, enhance their brand value and — most important — engage key audiences in a global marketplace.

Ranked #9 on O’Dwyer’s list of top financial PR firms, we’re driven by a passion to deliver targeted strategies and creative solutions that provide measurable benefits to clients—and help their businesses grow and succeed. Our full suite of integrated communications services includes: comprehensive messaging and media relations across multiple platforms, content creation, media and presentation coaching, crisis and special situations communications, online reputation management and internal communications.

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

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

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



Edelman

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

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



Feintuch Communications

11 East 44th St., Suite 1201
New York, NY 10017
212/808-4900
[email protected]
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, President
Doug Wright, Vice President

Feintuch Communicationsí fintech client, SurgePays, celebrates its recent IPO at Nasdaq Marketsite in New York with CEO Brian Cox.Feintuch Communicationsí fintech client, SurgePays, celebrates its recent IPO at Nasdaq Marketsite in New York with CEO Brian Cox.

From fintech to financial services, the Feintuch Communications team has the experience and know-how to help you achieve your business objectives—whether you 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 foreign exchange and payment technologies to compliance software, loan platforms, trading technologies, blockchain and more.

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

We are supported by the global financial services specialists in the PR World Alliance, an international alliance of premier independent PR and IR consultancies.



FGS Global

909 Third Ave.
New York, NY 10022
212/687-8080
www.fgsglobal.com

George Sard, Roland Rudd, and Carter Eskew, Co-Chairmen
Paul Holmes, Vice Chair
Mike Feldman and Paul Verbinnen, Co-Chairs of North America
Alexander Geiser, Global CEO
Andrew Cole, Deputy Global CEO and Co-CEO of North America
Joel Johnson, Paul Kranhold and Winnie Lerner, Co-CEOs of North America
Faeth Birch, CEO of UK, Middle East and Asia
Brigitte von Haacke, CEO of Europe

FGS Global is the strategic advisor for the stakeholder economy. Headquartered in NY, the firm is a global strategic advisory and communications consultancy, with over 1200 multidisciplinary experts across the world’s major financial, government, business and cultural centers. FGS Global is a leader in crisis, corporate reputation, public affairs and capital markets and M&A advisory, as well as an acknowledged leader in boardroom communication counsel. The firm supports its clients in addressing a myriad of stakeholder concerns leveraging its capabilities in research and insights, media placement as well as content, digital and data. The company was formed through the merger of leading strategic communications consultancies Finsbury Glover Hering and Sard Verbinnen in December 2022. FGS Global serves its global client base from offices in Abu Dhabi, Beijing, Berlin, Boston, Brussels, Dubai, Dublin, Düsseldorf, Frankfurt, Hong Kong, Houston, Kingston (NY), London, Los Angeles, Munich, New York, Paris, Riyadh, San Francisco, Shanghai, Singapore, South Florida, Tokyo, Washington D.C. and Zurich.



Financial Profiles, Inc.

11601 Wilshire Blvd., Suite 1920
Los Angeles, CA 90025
310/622-8220
[email protected]
www.finprofiles.com

Chicago, IL
San Francisco, CA
New York, NY  

Moira Conlon, President

Financial Profiles is a national strategic communications firm that helps companies enhance their profiles, manage their reputations, and build credibility and support among key stakeholder groups.  The firm has a demonstrated track record of leveraging best-in-class communications to create value for its clients.

Financial Profiles partners with public and private companies as well as professional services firms to provide expert counsel, value-based positioning and messaging, and access to investors, analysts, and the press. The firm works across industry sectors and has practices dedicated to investor relations, corporate communications, and ESG. Our senior team has deep expertise across a range of communications services, including IPO preparation, M&A support, crisis and issues management, corporate positioning and messaging, ESG benchmarking and program development, media relations, spokesperson training, content creation and design, and more.

Financial Profiles is a WBENC-certified woman owned business.



FINN Partners

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

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



FTI Consulting Strategic Communications

555 12th St., N.W., #700
Washington, DC 20004
212/850-5600
www.fticommunications.com

Mark McCall, Global Segment Leader

The Strategic Communications segment (formerly Financial Dynamics) of FTI Consulting designs and executes communications strategies for clients managing financial, regulatory and reputational challenges. C-suites, board of directors, and business leaders from around the world come to FTI Strategic Communications with their most complex, business-critical issues that require diverse skill sets and integrated disciplines. As part of a global business advisory firm, we help these organizations manage change, mitigate risk and enhance their market position by combining decades of deep subject matter expertise with functional and disciplinary experience. With approximately 700 consultants worldwide, FTI Consulting Strategic Communications has the depth and expertise to solve the world’s most critical challenges.



Gould+Partners

One Penn Plaza, Suite 3200
New York, NY 10119
[email protected]
www.gould-partners.com
917/783-4500
Fax: 212/896-1909

46 Woodbine Ave., Suite #4
Northport, NY 11768

Rick Gould, CPA, J.D., Managing Partner
Jack Bergen, Strategic Partner
Mike Muraszko, Jennifer Casani, Partners
Sally Tilleray, Senior Advisor, London/UK
Don Bates, James Arnold, Robert Udowitz, Senior Counselors
Don McIver, COO Services
Seth Rosenstein, CFO Services
Yadi Gomez, Account Coordinator

Gould+Partners is an M&A Advisory Firm consisting of a team of very senior veterans of mergers & acquisitions and operations management.

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, Operations Reviews and prepare firms for an ultimate sale. Our books on M&A and PR firm management validate our commitment to the PR profession.



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])
Phil Denning, Partner ([email protected])

Established in 1998, ICR partners with companies to execute strategic communications and advisory programs that achieve business goals, build awareness and credibility, and enhance long-term enterprise value. The firm’s highly-differentiated service model, which pairs capital markets veterans with senior communications professionals, brings deep sector knowledge and relationships to more than 1000 clients in approximately 20 industries. ICR’s healthcare practice operates under the Westwicke brand. Today, ICR is one of the largest and most experienced independent communications and advisory firms in North America, maintaining offices in New York, Norwalk, Boston, Baltimore, San Francisco, San Diego and Beijing. ICR also advises on capital markets transactions through ICR Capital, LLC.

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



Joele Frank, Wilkinson Brimmer Katcher

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

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

Joele Frank, Managing Partner
Matthew Sherman, President

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

Our clients range from large, global public companies to smaller, private enterprises across virtually all industries. Our professionals have been recognized by our peers, the financial community and journalists for their quality work, strategic acumen and creative approach to challenging issues.

The firm’s practice areas include investor relations, corporate communications and media relations, restructuring and bankruptcy, shareholder activism, crisis communications and special situations, transaction communications, IPOs, spin-offs and SPACs, corporate governance/ESG, litigation support, private equity, and design and digital.

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



Kekst CNC

U.S. Headquarters
437 Madison Avenue, 37th Floor
New York, NY 10022
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 50 years, our team of more than 250 experienced professionals, located in 14 offices 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, 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.



Lambert

1420 Broadway St., 1st Floor
Detroit, MI 48226
313/309-9500
www.lambert.com
[email protected]

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

Jeff Lambert, Chairman
Michelle Olson, CEO
Don Hunt, President/Partner
Mike Houston, Managing Partner
Kimberly Hoyle, Managing
Director, Sales & Marketing
Karen Keller, Director of Sales

Lambert is a strategic communications firm that specializes in public relations, investor relations and integrated marketing. For 23 years, Lambert has partnered with clients across the globe to build brand awareness, drive sales and scale business—living the tagline The PR Firm that Can Read an Income Statement®. Our portfolio of clients spans a broad spectrum of industries including automotive and mobility (top-5), consumer brands, food and beverage, education and social impact (top-5), healthcare and biotech, and financial and investor relations (top-10).

Lambert is home to 100 of the best and brightest writers, former journalists, strategists, media specialists, creatives, digital marketing aficionados, and operations leaders spanning six major talent hubs, including Grand Rapids (HQ), Detroit, New York, St. Louis, Houston, and Phoenix. Lambert’s pioneering use of the integrated PR/IR agency model led to the creation of TiiCKER, a consumer shareholder application that engages, verifies and rewards retail investors. Lambert is a member of PROI Worldwide, the largest partnership of independent PR firms in the world, extending our team to 83 agencies in more than 165 cities and 60 countries.

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

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



The Levinson Group (TLG)

200 Park Avenue South, Suite 1218
New York, NY 10003
 
655 15th Street NW, Suite 501
Washington, D.C. 20005
 
13 Norfolk Place
London W2 1QJ
c/o The Frontline Club

202/244-1785
www.TLGCommunications.com
 
The Levinson Group (TLG) is a full-service strategic communications and public relations firm with a global reach and impact, specializing in advising C-Suites, Boards of Directors, influential individuals, law firms, and other leaders in corporations, non-profits, and other organizations in their most mission-critical moments.

Since its founding in 2013, TLG has become well known for serving as a strategic partner and advisor in high stakes matters relating to corporate reputation and governance; government response and sensitive investigations; public affairs and issues management; crisis and risk management; litigation communications; and global financial communications including corporate restructuring, executive transitions, mergers, acquisitions, and other transitions. Headquartered in Washington, D.C. and New York, NY, the firm also has deep expertise advising multiple Am Law 50 law firms.

Many of TLG’s team of expert communications advisors come from backgrounds in journalism, politics, government, and the private sector. The team specializes in creating and implementing targeted, always-on communications campaigns crafted to cultivate meaningful engagement with valued stakeholders. TLG’s expert team have emerged as industry leaders, securing recognition twice as the “Crisis Manager of the Year” from PR News, “Women to Watch” by PR Week, and “Top 100 Legal Strategists” by Lawdragon.

Chambers & Partners and National Law Journal ranked TLG among the top public relations and communications firms in the U.S., noting the firm’s proven track record in Crisis Management and Litigation Communications. TLG has also been recognized for its commitment to leading social impact programs and for its robust pro bono practice.



Montieth & Company

155th E 44th St, Suite 1610
New York, NY 10017 
718/514-1383
www.montiethco.com

Montieth M. Illingworth, CEO & Global Managing Partner
Perry Goldman, Director, Professional Services, Crisis Management and Litigation PR
Becky Nye, Director, Financial Services and IR
Katarina Matic, Director, Marketing Communications, Issues Management and Public Affairs
Cameron Penny, Director, EMEA
Joyce Lee, APAC Lead/Hong Kong

Montieth & Company is a global communications consultancy that provides a fully integrated set of marketing communications services and solutions to deliver high-value, measurable outcomes for financial services firms. Our clients include fixed income, equities, alternative credit, real estate, and real asset investment managers, from $2 billion to close to $1 trillion in AUM. We also work with providers of shareholder and engagement services, financial advisors, global investment research and strategy services, and work with clients offering new asset classes that include fine art funds that provide digital tokenization for greater liquidity.

We help clients expand market share, penetrate new markets, achieve influence, and resolve their most critical problems. We offer full-scale media relations, crisis management, and marketing communication services, including branding, website development, and paid media programs that align closely with our clients’ core corporate initiatives. 

Our deep media relationships enable us to work with legacy, emerging digital news, and broadcast media outlets to advance and promote our clients’ brands, services, and expertise. We convert ideas, analysis, and opinions into clear and engaging content to achieve our clients’ marketing communications objectives. Our offerings include multiple channels of engagement including corporate video profiles, podcasts, webinars, and creating a social media presence.

Montieth & Co.’s one-of-a-kind, flexible, integrated, and budget-efficient cross-border business model enables us to reach multiple media markets via our global hubs in New York, London, Hong Kong, and our affiliates around the globe.



Prosek Partners

105 Madison Ave., 7th flr.
New York, NY 10016
212/279-3115
Fax: 212/279-3117
[email protected]
www.prosek.com

Prosek Partners Founder and Managing Partner Jennifer ProsekProsek Partners Founder and Managing Partner Jennifer Prosek

Jennifer Prosek, Mark Kollar, Russell Sherman, Andy Merrill, Mickey Mandelbaum, Karen Niovitch Davis, Caroline Gibson, David Wells, Mike Geller, Neil Goklani, Brian Schaffer, Partners

Every brand has a story to tell. And we’re experts at telling it.

Prosek Partners is a certified Woman-Owned Business, among the largest integrated, independent communications and marketing firms in the U.S. and one of the few domestic, mid-size firms that offers global capabilities through its London office and international network.

Specializing in providing a full range of communications solutions to financial and professional services companies, the firm delivers an unexpected level of passion, creativity and marketing savvy. Services include digital and traditional media relations, financial communications, public affairs, investor relations, transaction services, crisis communications and issues management, content creation, publishing, media training and more. Its strategic branding offering—Prophecy by Prosek—takes a holistic approach to creative branding and storytelling, with capabilities spanning every facet of advertising, strategy and design to deliver breakthrough results.

The firm has been named PRovoke’s “Best Agency to Work For” and “Global and North American Corporate/Financial Agency of the Year,” an Inc. 5000 Fastest-Growing Company, a Best PR Firm in America by Observer, and a “Top Place to Work in PR” by PR News.

Clients Include: AIG, Bridgewater, Carlyle Group, Citi, Citizens Bank, Edward Jones, Franklin Templeton, Goldman Sachs, Hartford Funds, ICE, Man Group, Munich Re, Prudential, Rockefeller, Silicon Valley Bank, TD Bank, Travelers and Vista.



RF|Binder

950 3rd Ave., Floor 8
New York, NY 10022
www.rfbinder.com

Amy Binder, CEO
Rebecca Binder, President

The RF|Binder Corporate & Financial Services practice has advised and driven integrated communications programs for a broad array of institutions including B2B and B2C efforts for asset management firms, investment funds, financial service firms, banks, FinTech start-ups, lenders, insurance and professional service providers, and more. We build tailored, results-oriented integrated programming that includes managing and repositioning reputations, establishing new thought leaders, developing ESG strategy and corporate social impact programming, and driving impactful communications through narrative and messaging development, media storytelling, stakeholder engagement, service launches, and crisis management. Our team brings a broad understanding of the issues impacting the financial services industry, and has helped some of the world’s leading companies navigate market volatility, technological and client transitions, M&A, IPOs, changes to fee structures and expectations, the rise of ESG and sustainable finance, and more. With a dedicated research and insights team, digital marketing and paid media team, and The Grove, our leading-edge creative studio, we develop integrated strategic communications campaigns that elevate and transform brands and drive credibility and trust.



SITRICK AND COMPANY

LOS ANGELES | NEW YORK | WASHINGTON DC | BOSTON

11999 San Vincente Blvd., Penthouse
Los Angeles, CA 90049
800/288-8809
[email protected]
www.sitrick.com

Los Angeles 310/788-2850
New York 212/573-6100
Washington, DC 443/977-7215
Boston 508/360-6147

Michael S. Sitrick, Chairman & CEO
Brenda Adrian, Member of the Firm–New York Office
Lt. Gen. H. Steven Blum, (USA Ret.), Managing Director and Practice Lead, Washington, DC

Sitrick And Company is not a traditional public relations firm. Our practice has a specialized focus. We concentrate in corporate, financial, transactional, reputation, litigation and crisis communication. Although best known for our work in sensitive situations, we have an extensive and successful practice in each of the areas mentioned above.

Since our firm’s founding 33 years ago, we have been consistently ranked among the top crisis and strategic communications firms in the nation. The New York Times called us “The City’s Most Prominent Crisis Management Firm.”

The majority of the firm’s senior executives are former editors and reporters from news organizations that include theWall Street Journal, the New York Times, Bloomberg, Barron’s, Los Angeles Times, Forbes, San Francisco Examiner, CBS News, ABC News and NBC News. We also have former practicing attorneys and business executives.

Matters with which we have been involved include reputation restoration, litigation support of all kinds; intellectual property matters, allegations of stock manipulation, wrongful termination, contract disputes, allegations of fraud and fraudulent inducement, wrongful death claims, allegations of illegal drug use, SEC matters, and a variety of other white-collar crimes.

We have also handled criminal and civil cases against companies and their executives for such things as price fixing, insurance fraud, options backdating, antitrust violations, race and sex discrimination, sexual harassment, racism and #MeToo matters. We have a significant mergers and acquisitions and corporate governance practice and have done extensive work combatting short sellers and dealing with data breaches. Other issues include sensitive environmental matters, racketeering cases, family disputes, and high-profile divorces. And, we have helped launch companies both from scratch and through IPOs and SPACs.



Sloane & Company
 
One World Trade Center
285 Fulton Street, 69th Floor
New York, NY 10007
212/486-9500
Fax: 212/486-9094
[email protected]
www.sloanepr.com

Darren Brandt, Whit Clay, Co-CEOs
John Hartz, President of Corporate Communications

Sloane & Company is an industry-leading strategic communications firm that provides a range of crisis-focused services around situations including: shareholder activism; litigation; unforeseen management changes; Board issues; employee issues; cybersecurity; natural disasters; product integrity; regulatory and legislative issues; bankruptcies / restructurings; environmental issues; and corporate governance. More broadly, we provide strategic counsel and support around corporate and financial public relations; transactions; strategic insights; messaging, analytics and measurement; public affairs; and investor relations—to public and private companies as well as investors, associations and individuals.

We are experts at assisting clients when unforeseen events threaten to impact their business or damage their reputation.  We are known for our intelligence, intensity, creativity and focus on getting results.  Whether the situation calls for developing and delivering the right messages to the audiences that matter or advising on high-stakes deals or crises, our goal is the same —to drive winning outcomes for our clients.

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

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



Stanton

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

Alex Stanton, CEO
Tom Faust, Charlyn Lusk, Managing Directors
Liam Collopy, Matthew Conroy, Michael Goodwin, 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 in this sector 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 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 Global Corporate & Specialty, Assurant, Bain Capital, Berdon, Carl Marks Advisors, Conning Asset Management, CSAA, CVC, Enhanced Capital, First Eagle Alternative Credit, FFL Partners, GP Bullhound, HGGC, HighVista Strategies, Hometap, Kline Hill Partners, Leste Group, Lincoln Road Global Management, Lincolnshire Management, Makena Capital, Mosser Capital, OceanSound Partners, One Equity Partners, One Inc., SaverLife, SFW Capital Partners, Sun Capital Partners, T1D Fund, Toorak Capital Partners, and Victor Capital.



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
Sue Parente, Co-Founder, Managing Partner - Boston
Kathy Wilson, Co-Founder, Managing Partner - Boston

Leaders in financial and professional services turn to Tier One Partners for experience-based and culturally-resonant PR, Content, and Digital Marketing programs that drive measurable results. Our integrated marketing communications programs, with services including strategy, content, communications, creative, and digital, help innovative brands “thrive on change” while remaining true to their purpose and connections with their buyers.

Our unique Agile Communications methodology taps into the collective consciousness of business and consumer audiences and applies fast-acting, creative, and nimble programming to bring a brand’s vision and mission to the forefront — and keep it there.

In today’s environment of rapidly shifting market dynamics, our programs effectively respond to those shifts while keeping a steady course toward business and marketing goals. Change creates opportunity, so we design our plans in quarterly sprints with weekly and monthly adjustment check-ins. This lets us add new strategies and tactics to drive higher, in-the-moment impact. We integrate modern PR and marketing analytics to measure program effectiveness and continuously iterate to test new strategies and approaches.

Our Agile Insights practice helps us spot trends and insert our clients’ perspectives into the national conversation. We use multiple, cross-agency tools to identify and instantly share potential trends and business issues, so our clients can capitalize on the most relevant thought leadership opportunities.

Co-headquartered in Boston and Chicago, Tier One is a certified women owned business. We’re proud to be the 2022 winner of PRovoke’s SABRE award in the Corporate Social Responsibility category for our work with Ally Financial.



Trevelino/Keller

981 Joseph E. Lowery Blvd., #100
Atlanta, GA 30318
404/214-0722
[email protected]
[email protected]
www.trevelinokeller.com
www.groovy-studios.com

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

FinTech South, in collaboration with Technology Association of Georgia, returns post-COVID for its international fintech conference in Atlanta. Trevelino/Keller once again assumed its public relations and marketing role on behalf of the thriving conference.FFinTech South, in collaboration with Technology Association of Georgia, returns post-COVID for its international fintech conference in Atlanta. Trevelino/Keller once again assumed its public relations and marketing role on behalf of the thriving conference.

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

In the start of 2022, the firm has been successful in the emerging NFT marketplace and NIL space, specifically within the sports industry, working with brands like Icon Source, The Players’ Lounge and Crossovr Collective. 

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

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



Vested

31 East 17th Street
New York, NY 10003
917/765-8720

www.fullyvested.com
Twitter.com/vested
www.Linkedin.com/company/vested-llc

From left: Vested CEO & Co-Founder Binna Kim; Chairman & Co-Founder Dan Simon; President, Chief Client Officer & Co-Founder Ishviene AroraFrom left: Vested CEO & Co-Founder Binna Kim; Chairman & Co-Founder Dan Simon; President, Chief Client Officer & Co-Founder Ishviene Arora.

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

232 Scott St.
San Francisco, CA 94117

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

Dan Simon, Chairman, Group Vested, [email protected]
Binna Kim, CEO, Group Vested, [email protected]
Ishviene Arora, President & Chief Client Officer, Group Vested, [email protected]
Elspeth Rothwell, CEO, Vested EMEA, [email protected]
Amber Roberts, CEO, Vested US Professional Services, [email protected]
Eric Hazard, Managing Director, CEO of Vested Ventures, [email protected]
Christina Bertinelli, Chief Integration Officer, [email protected]
Corey Goldman, Managing Director, Vested Canada CEO, [email protected]

Vested is a global, award-winning integrated financial services communications and marketing firm with offices in New York, Toronto and London. Vested delivers results-focused programs for brands big and small including Aon, American Express, Bloomberg, CanadaLife, Grayscale, LinkedIn, Morgan Stanley and more. The firm has been recognized as one of America’s Best PR agencies by Forbes and Medium PR Agency of the Year by PR News 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.
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; acquired business journalism site Talking Biz News, digital marketing and web development agency Red Lab and financial content firm Scribe; and works closely with its sister agency, Caliber.



Water & Wall

110 East 25th Street
New York, NY 10010
212/625-2363
www.waterandwall.com

Andrew Healy & Matt Kirdahy, Partners

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

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

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



Professional Services PR Firms:

BackBay Communications

20 Park Plaza, Suite 1409
Boston, MA 02116
617/391-0790
www.backbaycommunications.com

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

Bill Haynes, Founder & CEO

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

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 30 employees and offices in Boston and London, BackBay serves companies across the United States, Europe and elsewhere, leveraging global partners.

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

Our services include strategic integrated marketing plans, media relations, content creation, branding, website development, marketing materials, videos, advertising and social media.

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



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

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

Bob Pearson, CEO
Cortney Stapleton and Michael Roth, Managing Partners
Keri Toomey, SVP and Leader of the Business & Professional Services
Miles Hill, SVP of Professional Services
Alana Gold, VP of Professional Services
Liz DeForest, Reed Handley, Alexis Odesser, Sally Slater, Bill Smith, Megan Tuck, Judy Welage, SVPs
Meghan Busch, Marisha Chinsky, Erin Harrison, Courtland Long, Quintin Maidment, Janice Miller, Meghan Powers, VPs

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

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



Bospar

Serving 15 locations, including San Francisco, New York, Los Angeles, Washington, D.C., Chicago and Austin.
415/913-7528
[email protected]
@BosparPR
vimeo.com/571954519

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

Hey! Yeah, you, the person reading this.

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

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

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

Yet, the PR industry and business world have noticed Bospar for our work in tech, social media, content marketing and PR:

Financial Times: America’s 500 Fastest-Growing Companies list in 2022
O’Dwyer’s: 50 Top PR Agencies in 2022
O’Dwyer’s: Top 5 San Francisco PR firms in 2022
Fast Company’s Best Workplaces for Innovators in 2022
Forbes named us one of the best PR agencies of 2021

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

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

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



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

11 East 44th St., Suite 1201
New York, NY 10017
212/808-4900
[email protected]
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, president, Feintuch Communications and treasurer, PR World AllianceHenry Feintuch, president, Feintuch Communications and treasurer, PR World Alliance

Henry Feintuch, President
Doug Wright, Vice President

Seeking external PR support for your professional services organization?

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

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

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



Financial Profiles, Inc.

11601 Wilshire Blvd., Suite 1920
Los Angeles, CA 90025
310/622-8220
[email protected]
www.finprofiles.com

Chicago, IL
San Francisco, CA
New York, NY  

Moira Conlon, President

Financial Profiles is a national strategic communications firm that helps companies enhance their profiles, manage their reputations, and build credibility and support among key stakeholder groups.  The firm has a demonstrated track record of leveraging best-in-class communications to create value for its clients.

Financial Profiles partners with public and private companies as well as professional services firms to provide expert counsel, value-based positioning and messaging, and access to investors, analysts, and the press. The firm works across industry sectors and has practices dedicated to investor relations, corporate communications, and ESG. Our senior team has deep expertise across a range of communications services, including IPO preparation, M&A support, crisis and issues management, corporate positioning and messaging, ESG benchmarking and program development, media relations, spokesperson training, content creation and design, and more.

Financial Profiles is a WBENC-certified woman owned business.



French|West|Vaughan

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

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

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

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

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

Among its partners and affiliates are: FWV Fetching, a pet and animal health PR and marketing agency; AMP3 PR, a fashion, beauty, luxury and lifestyle PR firm (New York City); CGPR, an active lifestyle, outdoor, ski, fashion, technology and travel PR and consumer brand marketing agency (Greater Boston) and Prix Productions, the company’s longform content feature and documentary film division, with offices in Raleigh and L.A. FWV employs more than 130 public relations, public affairs, social media, advertising and digital marketing experts between its Raleigh, N.C. headquarters and offices around the country.



Greentarget Global Group

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

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

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

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

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



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])
Phil Denning, Partner
([email protected])

Established in 1998, ICR partners with companies to execute strategic communications and advisory programs that achieve business goals, build awareness and credibility, and enhance long-term enterprise value. The firm’s highly-differentiated service model, which pairs capital markets veterans with senior communications professionals, brings deep sector knowledge and relationships to more than 1000 clients in approximately 20 industries. ICR’s healthcare practice operates under the Westwicke brand. Today, ICR is one of the largest and most experienced independent communications and advisory firms in North America, maintaining offices in New York, Norwalk, Boston, Baltimore, San Francisco, San Diego and Beijing. ICR also advises on capital markets transactions through ICR Capital, LLC.

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



Joele Frank, Wilksinson Brimmer Katcher

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

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

Joele Frank, Managing Partner
Matthew Sherman, President

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

Our clients range from large, global public companies to smaller, private enterprises across virtually all industries. Our professionals have been recognized by our peers, the financial community and journalists for their quality work, strategic acumen and creative approach to challenging issues.

The firm’s practice areas include investor relations, corporate communications and media relations, restructuring and bankruptcy, shareholder activism, crisis communications and special situations, transaction communications, IPOs, spin-offs and SPACs, corporate governance/ESG, litigation support, private equity, and design and digital.

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



The Levinson Group (TLG)
 
200 Park Avenue South, Suite 1218
New York, NY 10003
 
655 15th Street NW, Suite 501
Washington, D.C. 20005

13 Norfolk Place
London W2 1QJ
c/o The Frontline Club

202/244-1785
www.TLGCommunications.com
 
The Levinson Group (TLG) is a full-service strategic communications and public relations firm with a global reach and impact, specializing in advising C-Suites, Boards of Directors, influential individuals, law firms, and other leaders in corporations, non-profits, and other organizations in their most mission-critical moments.

Since its founding in 2013, TLG has become well known for serving as a strategic partner and advisor in high stakes matters relating to corporate reputation and governance; government response and sensitive investigations; public affairs and issues management; crisis and risk management; litigation communications; and global financial communications including corporate restructuring, executive transitions, mergers, acquisitions, and other transitions. Headquartered in Washington, DC and New York, NY, the firm also has deep expertise?advising multiple Am Law 50 law firms.

Many of TLG’s team of expert communications advisors come from backgrounds in journalism, politics, government, and the private sector. The team specializes in creating and implementing targeted, always-on communications campaigns crafted to cultivate meaningful engagement with valued stakeholders. TLG’s expert team have emerged as industry leaders, securing recognition twice as the “Crisis Manager of the Year” from PR News, “Women to Watch” by PR Week, and “Top 100 Legal Strategists” by Lawdragon.

Chambers & Partners and National Law Journal ranked TLG among the top public relations and communications firms in the U.S., noting the firm’s proven track record in Crisis Management and Litigation Communications. TLG has also been recognized for its commitment to leading social impact programs and for its robust pro bono practice.



Montieth & Company

155th E 44th St., Suite 1610
New York, NY 10017  
718/514-1383
www.montiethco.com

Montieth M. Illingworth, CEO & Global Managing Partner
Perry Goldman, Director, Professional Services, Crisis Management and Litigation PR
Becky Nye, Director, Financial Services and IR
Katarina Matic, Director, Marketing Communications, Issues Management and Public Affairs
Cameron Penny, Director, EMEA
Joyce Lee, APAC Lead/Hong Kong

Montieth & Company is a global communications consultancy that provides a fully integrated set of communications services and solutions that deliver high-value, measurable outcomes for professional services companies. Our clients include companies in data and analytics, cyber and physical security, compliance, law, corporate shareholder services, renewable energy, proptech, insurtech, the art market, blockchain, AI, and other emerging technologies. 

We help our clients achieve influence, realize their ambitions, and solve their most critical problems. Central to our value-add is supporting key client corporate initiatives. These range from seeking private equity investments, making strategic acquisitions, moving into new markets globally, and expanding profitable market share. The firm’s expertise in financial services enables us to bring both realms of expertise to assisting our professional services clients on these initiatives.

Montieth & Company’s one-of-a-kind, flexible, integrated, and budget-efficient cross-border business model enables us to reach multiple media markets via our global hubs in New York, London, Hong Kong, and our affiliates around the globe.



RF|Binder

950 3rd Ave., Floor 8
New York, NY 10022
www.rfbinder.com

Amy Binder, CEO
Rebecca Binder, President

The RF|Binder Corporate & Financial Services practice has advised and driven integrated communications programs for a broad array of institutions including B2B and B2C efforts for asset management firms, investment funds, financial service firms, banks, FinTech start-ups, lenders, insurance and professional service providers, and more. We build tailored, results-oriented integrated programming that includes managing and repositioning reputations, establishing new thought leaders, developing ESG strategy and corporate social impact programming, and driving impactful communications through narrative and messaging development, media storytelling, stakeholder engagement, service launches, and crisis management. Our team brings a broad understanding of the issues impacting the financial services industry, and has helped some of the world’s leading companies navigate market volatility, technological and client transitions, M&A, IPOs, changes to fee structures and expectations, the rise of ESG and sustainable finance, and more. With a dedicated research and insights team, digital marketing and paid media team, and The Grove, our leading-edge creative studio, we develop integrated strategic communications campaigns that elevate and transform brands and drive credibility and trust.



SITRICK AND COMPANY

LOS ANGELES | NEW YORK | WASHINGTON DC | BOSTON

11999 San Vincente Blvd., Penthouse
Los Angeles, CA 90049
800/288-8809
[email protected]
www.sitrick.com

Los Angeles 310/788-2850
New York 212/573-6100
Washington, DC 443/977-7215
Boston 508/360-6147

Michael S. Sitrick, Chairman & CEO
Brenda Adrian, Member of the Firm - New York Office
Lt. Gen. H. Steven Blum, (USA Ret.), Managing Director and Practice Lead, Washington, DC

Sitrick And Company is not a traditional public relations firm. Our practice has a specialized focus. We concentrate in corporate, financial, transactional, reputation, litigation and crisis communication. Although best known for our work in sensitive situations, we have an extensive and successful practice in each of the areas mentioned above.

Since our firm’s founding 33 years ago, we have been consistently ranked among the top crisis and strategic communications firms in the nation. The New York Times called us “The City’s Most Prominent Crisis Management Firm.”

The majority of the firm’s senior executives are former editors and reporters from news organizations that include the Wall Street Journal, the New York Times, Bloomberg, Barron’s, Los Angeles Times, Forbes, San Francisco Examiner, CBS News, ABC News and NBC News. We also have former practicing attorneys and business executives.

Matters with which we have been involved include reputation restoration, litigation support of all kinds; intellectual property matters, allegations of stock manipulation, wrongful termination, contract disputes, allegations of fraud and fraudulent inducement, wrongful death claims, allegations of illegal drug use, SEC matters, and a variety of other white-collar crimes.

We have also handled criminal and civil cases against companies and their executives for such things as price fixing, insurance fraud, options backdating, antitrust violations, race and sex discrimination, sexual harassment, racism and #MeToo matters. We have a significant mergers and acquisitions and corporate governance practice and have done extensive work combatting short sellers and dealing with data breaches. Other issues include sensitive environmental matters, racketeering cases, family disputes, and high-profile divorces. And, we have helped launch companies both from scratch and through IPOs and SPACs.



Stanton

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

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

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

Stanton is defined by a practitioner model where our senior professionals spend the majority of their time on client work. 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.

Clients include: 3i, Allianz Global Corporate & Specialty, AavantiBio, AM Best, Assurant, Bain Capital, Berding Weil, Berdon, Carl Marks Advisors, CityMD, Conning Asset Management, CSAA, CVC, EIS, Engageli, Enhanced Capital, First Eagle Alternative Credit, FFL Partners, GP Bullhound, HGGC, HighVista Strategies, Hometap, Hudl, Immediation, Kline Hill Partners, Leste Group, Lincoln Road Global Management, Lincolnshire Management, Makena Capital, Marin Health, MD7, Mosser Living, OceanSound Partners, One Equity Partners, One Inc., Partners in Performance, Rackspace Technology, SaverLife, Schulte Roth & Zabel, SFW Capital Partners, Summit Health, Sun Capital Partners, T1D Fund, Toorak Capital Partners, Vertical Bridge, Victor Capital, and Winston & Strawn.



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
Sue Parente, Co-Founder, Managing Partner - Boston
Kathy Wilson, Co-Founder, Managing Partner - Boston

Leaders in financial and professional services turn to Tier One Partners for experience-based and culturally-resonant PR, Content, and Digital Marketing programs that drive measurable results. Our integrated marketing communications programs, with services including strategy, content, communications, creative, and digital, help innovative brands “thrive on change” while remaining true to their purpose and connections with their buyers.

Our unique Agile Communications methodology taps into the collective consciousness of business and consumer audiences and applies fast-acting, creative, and nimble programming to bring a brand’s vision and mission to the forefront—and keep it there.

In today’s environment of rapidly shifting market dynamics, our programs effectively respond to those shifts while keeping a steady course toward business and marketing goals. Change creates opportunity, so we design our plans in quarterly sprints with weekly and monthly adjustment check-ins. This lets us add new strategies and tactics to drive higher, in-the-moment impact. We integrate modern PR and marketing analytics to measure program effectiveness and continuously iterate to test new strategies and approaches.

Our Agile Insights practice helps us spot trends and insert our clients’ perspectives into the national conversation. We use multiple, cross-agency tools to identify and instantly share potential trends and business issues, so our clients can capitalize on the most relevant thought leadership opportunities.

Co-headquartered in Boston and Chicago, Tier One is a certified women owned business. We’re proud to be the 2022 winner of PRovoke’s SABRE award in the Corporate Social Responsibility category for our work with Ally Financial.



Vested

31 East 17th Street
New York, NY 10003
917/765-8720

www.fullyvested.com
www.Twitter.com/vested
www.Linkedin.com/company/vested-llc

From left: Vested CEO & Co-Founder Binna Kim; Chairman & Co-Founder Dan Simon; President, Chief Client Officer & Co-Founder Ishviene AroraFrom left: Vested CEO & Co-Founder Binna Kim; Chairman & Co-Founder Dan Simon; President, Chief Client Officer & Co-Founder Ishviene Arora.

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

232 Scott St.
San Francisco, CA 94117

150 King Street West, Suite 200
Toronto, Ontario M5H 1J9 Canada
 
Dan Simon, Chairman, Group Vested, [email protected]
Binna Kim, CEO, Group Vested, [email protected]
Ishviene Arora, President & Chief Client Officer, Group Vested, [email protected]
Elspeth Rothwell, CEO, Vested EMEA, [email protected]
Amber Roberts, CEO, Vested US Professional Services, [email protected]
Eric Hazard, Managing Director, CEO of Vested Ventures, [email protected]
Christina Bertinelli, Chief Integration Officer, [email protected]
Corey Goldman, Managing Director, Vested Canada CEO, [email protected]

Vested is a global, award-winning integrated financial services communications and marketing firm with offices in New York, Toronto and London. Vested delivers results-focused programs for brands big and small including Aon, American Express, Bloomberg, CanadaLife, Grayscale, LinkedIn, Morgan Stanley and more. The firm has been recognized as one of America’s Best PR agencies by Forbes and Medium PR Agency of the Year by PR News 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.

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; acquired business journalism site Talking Biz News, digital marketing and web development agency Red Lab and financial content firm Scribe; and works closely with its sister agency, Caliber.

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