IN THE NEWS

Joele Frank Discusses Evolution of M&A Communications in Recent Speech

Joele Frank, the firm’s founder and managing partner, addressed the International Bar Association’s Annual Conference in Washington D.C. in September 2016. In her remarks, Joele discussed the evolution of M&A communications over the past 30 years, as well as her experience providing strategic communications counsel for some of the most high profile, career-defining friendly and contested M&A transactions.

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Joele Frank Named Financial Agency of the Year

Joele Frank was named the 2016 Financial Agency of the Year by The Holmes Report at its 16th annual SABRE Awards in May. The award recognizes superior achievement in the field of financial communications in North America, with the winner selected following an exhaustive process involving more than 150 submissions and 50 face-to-face meetings with the best PR firms across the U.S. and Canada. Joele Frank was also named by The Holmes Report as Financial Agency of the Year in 2012 and Crisis Firm of the Year in 2009.

Ed Trissel Rejoins Firm As Partner

We are pleased to announce that Ed Trissel has rejoined Joele Frank as a Partner. Ed has more than 20 years of experience providing strategic communications counsel to U.S. and international companies and private equity firms involved in transactions, special situations, reorganizations, and long-term corporate positioning and investor relations programs. Ed most recently served as the chief communications officer of Warburg Pincus, one of the world’s largest private equity firms. In this role, which he held since 2011, Ed led the firm’s global communications strategy and team as well as the firm’s service offering to its portfolio companies in the Americas, Europe, Middle East and Asia. Prior to Warburg Pincus, Ed was a Managing Director and then a Partner at Joele Frank from 2007 to 2011. Earlier in his career, he founded and served as principal of a corporate and financial communications advisory firm, Vistance Group, and held senior roles at Hill & Knowlton and Ketchum. He is a member of the Arthur W. Page Society.

Sharon Stern Receives M&A Advisor Emerging Leaders Awards

Sharon Stern, a Partner at Joele Frank, was recently named as a recipient of The M&A Advisor’s 7th annual “Emerging Leaders Awards.” This award recognizes and celebrates the achievements of young M&A, Financing and Turnaround professionals who had reached a significant level of success and made a notable contribution to their industry and community.  The 2016 Award Winners were chosen by an independent judging panel from a pool of prominent nominees in the U.S. and U.K. Joele Frank partners Tim Lynch, Jed Repko, Matthew Sherman and Andrew Siegel are past recipients of this award.

Governance Expert Sarah Teslik Joins Firm

We are pleased to announce that Sarah Teslik has joined Joele Frank as “Of Counsel,” a newly created position. Sarah has unmatched experience in corporate governance and shareholder relations and is one of the preeminent thought leaders in these areas. Sarah spent the last 10 years at Apache Corporation, most recently serving as SVP, Communications, Public Affairs and Governance. Prior to Apache she was CEO of the Certified Financial Planner Board of Standards from 2004 to 2006, and executive director of the Council of Institutional Investors from 1988 to 2004. Given the increasing importance of corporate governance in our client work, we look forward to benefitting from her expertise.

Joele Frank Ranked First in M&A League Tables For Third Straight Year

In 2015, for the third consecutive year, Joele Frank was ranked #1 in the M&A league tables among PR Firms in number of deals by Corporate Control Alert. In addition to the CCA league tables, in 2015 Joele Frank also ranked first among M&A communications advisors in the U.S. according to data produced by Mergermarket.

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Joele Frank Again Ranked in Top 10 on The Observer’s “2015 PR Power 50”

For the second straight year, The Observer has named Joele Frank as one of the top 10 most influential PR firms in New York. The Observer’s PR Power 50 list recognizes firms that are “transforming public relations into the most powerful engine in the great media-communications complex.”

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Joele Frank Inducted to PRWeek Hall of Fame

Joele Frank, a founder and managing partner of our firm, has been inducted to the PRWeek Hall of Fame. PRWeek established the Hall of Fame in 2013 to recognize individuals for their outstanding contribution to the development of the communications industry, significant impact on the PR field, mentorship of a generation of communications professionals and exceptional thought leadership that shaped and redefined the field. Joele is being honored for her 25 years of counseling executive teams and boards of directors through some of the most complex and delicate situations in their companies’ history, having played a major role in more than 1,000 special situations. She is a member of the third group of inductees, and was recognized at a celebratory dinner in New York City in December 2015.

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Jed Repko Receives 40 Under 40 Award

Jed Repko, a Partner in the San Francisco office of Joele Frank, was recently named as a recipient of The M&A Advisor’s 6th annual 40 Under 40 Awards in the service provider category. This award recognizes and celebrates emerging industry leaders in M&A, Financing and Turnaround industries. The 2015 Award Winners were chosen by an independent judging panel from a pool of prominent nominees for their notable accomplishments in business and in service to the community. Joele Frank partners Andrew Siegel, Matthew Sherman and Tim Lynch are past recipients of this award.

Joele Frank Named PR and Communications Firm of the Year

In February 2015, Joele Frank was named PR and Communications Firm of the Year at the 9th Annual M&A Advisor Turnaround Awards in Palm Beach, Florida. This followed the firm’s recognition as Marketing/PR Firm of the Year at the 7th Annual M&A Advisor Turnaround Awards in 2013 and at the 11th Annual M&A Advisor Awards in New York in December 2012. Since 1998, The M&A Advisor has recognized the achievement of the world’s leading mergers and acquisitions, financing and turnaround professionals.

Joele Frank Featured on PR Power List

The New York Observer recently featured Joele Frank as one of the most influential PR firms in New York. Here are excerpts from the article:

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Joele Frank Opens San Francisco Office

Joele Frank is pleased to announce that it has opened an office in San Francisco to help serve current and prospective clients on the West Coast and beyond. The office is led by partners Eric Brielmann and Jed Repko, both long-time members of the firm. The office is located at One Sansome Street, Suite 2800. The phone number is 415-869-3950.

Eric Brielmann Receives 40 Under 40 Award

Eric Brielmann, a Partner at Joele Frank, was recently named one of PR Week’s 40 Under 40. The 40 Under 40 recipients for 2014 were nominated by colleagues and peers based on their accomplishments and contributions to the public relations field. In addition to providing outstanding counsel and support to clients, Eric has been recognized for his leadership in helping to open the firm’s new San Francisco office, expected later this year.

Joele Frank Clients Well-Represented in Turnaround Awards

Joele Frank’s clients were well-represented in the Turnaround Atlas Awards announced by the Global M&A Network in June 2014. In all, the firm was involved in six of the winning matters. The annual Turnaround Atlas Awards honor excellence from the global restructuring, special situations M&A, judicial and out-of-court reorganization and turnaround communities in 36 unique categories.

Notably, Joele Frank’s longtime client US Airways was the recipient of the “Large Restructuring of the Year Award” for its merger with American Airlines following a successful reorganization. Other awards involving Joele Frank clients included:

  • Large Chapter 11 Reorganization of the Year: Patriot Coal reorganization
  • Large Pre-Pack Restructuring of the Year: Dex Media and SuperMedia prepack reorganizations and merger
  • Small Mid-Markets Special Situation M&A Deal of the Year: TLO sale of assets to TransUnion
  • Healthcare Industry Turnaround of the Year: Rural/Metro reorganization
  • Transport and Logistics Industry Turnaround of the Year: Pinnacle Airlines reorganization and integration with Delta Air Lines

Joele Frank Wins Two SABRE Awards

In May 2014, the Holmes Report recognized Joele Frank with two SABRE Awards for the firm’s work on behalf of US Airways in its merger with American Airlines. The awards were in the categories of Financial Communications, for Joele Frank’s work to help US Airways “Get to Yes” with American to reach a merger agreement, and CEO of the Year, for the firm’s work in supporting US Airways CEO Doug Parker (now CEO of the new American Airlines) in his commitment to communications throughout the merger process.

Andrew Siegel Receives 40 Under 40 Award

Andrew Siegel, a Partner at Joele Frank, was recently named as a recipient of The M&A Advisor’s 40 Under 40 award in the service provider category. This award recognizes and celebrates emerging industry leaders in M&A, Financing and Turnaround industries. The 40 Under 40 award recipients for 2014 were chosen from a pool of prominent nominees by an independent panel of distinguished business leaders based on their accomplishments and contributions to the industry. Matthew Sherman and Tim Lynch, also Partners at the firm, are past recipients of this award.

Matthew Sherman Discusses the Evolving Role of Boards in Shareholder Communications

In the March-April 2014 issue of Deal Lawyers, Matthew Sherman, President and Partner at Joele Frank, describes the recent trend of increased communications between public company board members and shareholders. He explains that board members often play a critical role in communications with shareholders during proxy contests, and that board engagement with shareholders outside of the proxy process is also occurring more frequently as investors are increasingly taking a more active interest in leadership, strategy and corporate governance at the companies in which they invest. Sherman notes that this dialogue can “provide a board and management team with critical insights into the mindset of its investor base, bolster that company’s credibility and corporate governance, and in certain instances, head off any interest or approach from an activist investor.”

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Andrew Siegel Discusses Deal Road Shows and the Important Role of IROs

In the December 2013 issue of NIRI’s IR Update Magazine, Andrew Siegel, Partner at Joele Frank, describes the important role of the investor relations officer (IRO) in executing a successful deal road show. In the article, Andrew shares his recommendations and perspective, drawing on his 14 years of experience advising public companies on mergers, acquisitions, debt offerings, and equity offerings. He explains that IROs “know their current and former shareholders better than anyone else and have real-time insights into target investors,” which can be “a tremendous and actionable asset.” IROs, Andrew points out, are often best-positioned to articulate the rationale of a deal in a way that will “resonate with Wall Street.”

Matthew Sherman Named President; Andrew Brimmer and Daniel Katcher Named Vice Chairmen

Matthew Sherman has been named president. In this new position, Matt will help lead the firm’s marketing efforts, participate in day-to-day management and help set its strategic direction.  Andrew Brimmer and Daniel Katcher, two of the firm’s founding partners, have been appointed vice chairmen and will help set the strategic direction of the firm. Joele Frank, the firm’s founder and managing partner, continues in her role and remains as active as ever.

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Steve Frankel Discusses Financial Crisis

In the August 2013 edition of O’Dwyer’s magazine, Steve Frankel, Partner at Joele Frank, provides his perspective on how the 2008 financial crisis influenced the way public relations firms and the companies they advise represent and promote themselves. To regain trust, financial institutions have become more proactive in communicating the tangible value they deliver in simple terms the general public can understand, such as providing mortgages for first-time homeowners and veterans, lending to small businesses and underwriting exciting new companies. Frankel says: “Smart CEOs and their communications advisors are taking the right approach by making transparency and accessibility their top priorities, and ensuring that clients, customers, shareholders, employees and regulators understand the critical role they’re playing in the economic comeback.”

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Tim Lynch Receives 40 Under 40 Award

Tim Lynch, a Partner at Joele Frank, was recently named a winner in the 4th Annual 40 Under 40 M&A Advisor Recognition Awards in the service provider category. M&A Advisor initiated the 40 Under 40 Awards to recognize emerging leaders of the M&A, Financing and Turnaround industries.  The 2013 40 Under 40 Award Winners were chosen for their accomplishments and contributions from a pool of prominent nominees by an independent judging panel of distinguished business leaders. Matthew Sherman, another Partner at the firm, is a past recipient of this award.

Sharon Stern Discusses Holistic Approach to IR

Sharon Stern, partner at Joele Frank, provides tips and considerations for developing an effective strategic communications plan in IR Magazine’s June 2013 issue. The article, “Goalward Bound,” cites advice from top IR professionals, including Sharon, on the numerous benefits of a comprehensive plan. Sharon, drawing from the experience she has gained over 15 years of counseling clients on investor and public relations, shares her philosophy that a holistic approach to investor relations is a key element in corporate strategic planning. She advises IROs that an IR plan “should go beyond the financial community” and may change along with the company. “IROs,” she says, “should take a fresh look at plans regularly and expect them to evolve.”

Andrew Brimmer and Andi Rose Lead Panels at 2013 NIRI Annual Conference

Two Joele Frank professionals led panel discussions at the 2013 NIRI Annual Conference in June. Partner Andy Brimmer moderated a panel titled “Shareholder Activism: The IR Playbook,” which highlighted current trends in shareholder activism and how IROs and corporate boards should prepare for and respond to an activist situation. Managing Director Andi Rose moderated a panel titled “Managing an Earnings Surprise,” which was structured as an interactive workshop to allow IROs to learn from each other on best practices in dealing with earnings surprises.

Andi Rose a “Rising Star of PR”

Andrea Rose, a managing director at Joele Frank, recently received a “People to Watch” award from PR News. Andi was named by the publication as one of 2012’s “rising stars of PR” – communicators who stand poised to help lead PR in the agency, corporate and non-profit sectors. Andi has extensive experience in developing and implementing investor relations and financial public relations programs for companies and private equity firms.

Q&A With Managing Partner Joele Frank

Our firm has helped numerous companies defend themselves against aggressive actions by activist investors. In a recent Q&A with 13D Monitor, Managing Partner Joele Frank discusses critical communications strategies and considerations in defending against the well-advised activists of today.

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Joele Frank Named “Financial Agency of the Year”

Joele Frank was recognized as Financial Agency of the Year by the Holmes Report in its Specialist Agencies of the Year awards for 2011. The publication noted that Joele Frank handled 87 transactions worth a combined $170 billion during the year, placing us number one in Mergermarket’s rankings by value of deals. The Holmes Report also cited our counsel in defending companies from aggressive unsolicited takeover attempts, which in 2011 included helping to keep Airgas, Clorox, Family Dollar, Lionsgate, Potash and Tenet independent.

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Joele Frank Named Crisis Agency of the Year

The Holmes Report recognized Joele Frank as the Crisis Agency of the Year in 2009 – a year characterized by tremendous unrest and complication within the business community and beyond. The financial crisis presented companies with new challenges and Joele Frank advised a wide range of companies in diverse situations, from proxy contests to contested bids to shareholder activism to restructuring, bankruptcy and regulatory issues.

Managing Partner Joele Frank Recognized On “PR Power List”

In 2009, for the third consecutive year, Managing Partner Joele Frank was named to PR Week’s annual “PR Power List” of the 25 most influential people in the industry. She and the firm were recognized as “a go-to resource for financial communications and consult.”

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