Financial Profiles, Inc.

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Financial Profiles, Inc.

Financial Profiles, Inc.

11601 Wilshire Blvd., #1920, Los Angeles, CA 90025


Investor relations, public relations, IPO preparation, M&A support, corporate positioning and messaging, media training and media relations, and crisis communications. Sectors include asset managers, sell-side firms, banks, specialty finance, REITs, real estate, homebuilders, consumer, services, industrials, entertainment, life sciences, energy, technology, clean tech, and agricultural. Substantial experience with companies in newly established categories, sectors or asset classes.

Founded: 2007.

Agency Statement:

Financial Profiles is a strategic communications firm that specializes in creating value in terms of valuation, reputation, talent or other measurable results. The firm was founded in 2007 by a group of recognized industry professionals with deep knowledge of investor relations, communications, finance and journalism.

Financial Profiles partners with public and private companies, pre-IPO companies and asset management firms to provide strategic counsel, value-based corporate positioning and messaging, and access to investors, analysts and the press. The firm offers a range of specialized services including fully outsourced and project-based investor relations, IPO preparation, M&A support, corporate positioning and messaging, media training and media relations, and crisis communications support.

In addition to our financial communications expertise, clients often engage us for B2C communications, including brand positioning, research, peer group analysis, media strategy, content creation and marketing, and digital and social media strategy.

The firm has a proven track record of success in leveraging best-in-class communications to help companies distinguish themselves, enhance credibility, and build Wall Street and media support that leads to growth and access to capital. Financial Profiles is frequently engaged to execute integrated investor relations and public relations programs.

A research-based, customized and proactive approach is taken with each client engagement, nimbly applying the best talent for each client need from a diverse set of skills and expertise with the goal of achieving measurable ROI. This has led to long-term client partnerships and repeat client engagements.

Moira Conlon, president, 310/622-8220

875 N. Michigan Ave., #3100, Chicago, IL 60611
Donni Case, mng. dir., Midwest

2225 East Bayshore Rd., #106, Palo Alto, CA 94303
Tricia Ross, sr. VP

Clients Include:

Aristotle Capital Management
BlackRock TCP Capital Corp.
Byline Bancorp
Columbia Banking System, Inc.
Cresco Labs
Crop One Holdings
Duluth Holdings
Flexsteel Industries
Green Thumb Industries
Infrastructure and Energy, Inc.
General Finance Corp.
Midland States Bancorp
National Assn. of Corporate Directors
National Assn. of Theater Owners
Oaktree Capital
Pacific Premier Bancorp
PPM America
Sterling Bancorp, Inc.
STORE Capital
Two Harbors Investment Corp.
Victory Capital
Western Asset Mortgage Capital Corp.
William Lyon Homes
William O'Neil & Co.

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