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Expertise

We provide our clients strategic counsel and tactical support across communications disciplines.

Our work ranges from ongoing public relations and investor relations to high-profile, high-stakes special situations.

#1

U.S. M&A

Corporate Control Alert, 2013-2019

#1

Global M&A by Deal Value

MERGERMARKET, 1H 2019

#1

North America Financial Agency of the Year

THE HOLMES REPORT, 2019

Our People

Committed. Candid. Connected. We are recognized for our intellect, integrity and intensity.

Our values encourage teamwork, accountability and respectful debate.

Why Us

Joele Frank is an industry leader year after year. We immerse ourselves in our clients’ businesses to help them advance their goals. We have forged an outstanding reputation for delivering results.

News

Joele Frank Named Top Global Shareholder Activism Defense IR Advisor by Bloomberg’s 2019 Global Activism Market Review

Joele Frank was named the top global shareholder activism defense IR advisor in Bloomberg’s 2019 Global Activism Market Review, which publishes league tables ranking the leading financial, legal, IR and proxy solicitor advisors in the global shareholder activism market. Joele Frank, which defends companies and does not represent activist investors, was also recognized as the top activism IR advisor across a number of other categories, including:
  • Total Number of Engagements;
  • Engagements for U.S. Companies;
  • Engagements for Companies with Market Capitalizations Greater than $1 Billion;
  • Engagements by Aggregate Market Capitalization; and
  • Engagements by Aggregate Activist Stake Value.
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Jonathan Keehner and John Roe Featured on Nareit’s REIT Report Podcast

Jonathan Keehner and John Roe, Partners at Joele Frank, were recently featured on Nareit’s “REIT Report” – a leading podcast covering the latest news and developments in REITs and real estate investment – to discuss the many ways in which REITs can better communicate and attract generalist investors. On the podcast, Jon, who helps lead Joele Frank’s Real Estate and Private Equity practices, shares his perspective on how a renewed and creative approach to IR is precisely what REITs need to engage their existing investor base and attract non-industry specific investors. John, an established expert in corporate governance and executive compensation, noted that REITs have done a “great job” in recent years to overcome institutional investor nervousness from a governance perspective. He highlighted the increasing importance that ESG factors play in the investment decisions for the world’s leading institutional investors, particularly as assets continue to move into index or passive fund strategies. Other topics covered in the edition include best practices for engaging with index funds, shareholder activism and ways for smaller market cap companies to engage with their top shareholders. Listen here.

Contact

New York

622 Third Avenue, 36th Floor
New York, NY 10017

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Tel: 212.355.4449

Fax: 212.355.4554

San Francisco

One California Street, Suite 2275
San Francisco, CA 94111

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Careers

We look for people with a special combination of passion, intelligence, curiosity and talent.

Joele Frank is an Equal Opportunity Employer. To be considered for employment, please send your resume and cover letter to: info@joelefrank.com