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.

Joele Frank Named One of the “Most Powerful PR Firms of the Year” by The Observer in its Annual PR Power 50 List

For the sixth consecutive year, Joele Frank was named as one of the most powerful PR firms in New York by The Observer. The Observer’s PR Power 50 list recognizes the 50 most influential and impactful national PR firms of 2019. The Observer highlighted Joele Frank’s leadership in M&A and shareholder activism, citing the firm’s recent work on Raytheon’s pending $86 billion merger with United Technologies; Bristol-Myers Squibb’s pending $74 billion acquisition of Celgene; and Salesforce’s $16 billion acquisition of Tableau, as well as the firm’s activism defense work for Papa John’s, Pernod Ricard, Gannett, Brookdale and L Brands.

Joele Frank Named Communications Firm of the Year by The M&A Advisor in its 14th Annual Turnaround Awards

Joele Frank was named Communications Firm of the Year by The M&A Advisor in its 14th Annual Turnaround Awards. This is the third time the firm has won this prestigious award, which recognizes outstanding advisors in the financial restructuring and reorganization industry. Winners are selected by an independent committee of business leaders in the M&A, restructuring and reorganization fields.

John Roe Joins Joele Frank’s Environmental, Social and Governance Practice as Partner

John brings more than 20 years of governance and data intelligence experience to the firm, having most recently served as Managing Director and Head of Analytics at Institutional Shareholder Services (ISS), where he led the development of ISS’ quantitative methodologies related to compensation and governance scoring. Prior to ISS, John served as Chief Operating Officer and Chief Compliance Officer at a registered institutional investor. He previously served on the White House staff, was a consultant with McKinsey & Company, and served as a military officer. John is a frequent speaker at industry events such as the New York Stock Exchange Governance Series, The Wall Street Journal Global Compliance Symposium, the Canadian Society of Corporate Secretaries, the National Association of Stock Plan Professionals, and for National Association of Corporate Directors (NACD) programming.

Joele Frank Named 2019 Global Corporate/Financial Agency of the Year

Joele Frank was named the 2019 Global Corporate/Financial Agency of the Year by The Holmes Report, which recognizes superior achievement in the global arena of financial and corporate communications. The firm was selected as the winner for the second time in three years following an exhaustive research process involving more than 450 submissions and face-to-face meetings with leading PR firms across North America, EMEA, Asia-Pacific and Latin America. Joele Frank was previously honored by The Holmes Report as North American Financial Agency of the Year in 2019, 2017, 2016 and 2012, Global Corporate/Financial Agency of the Year in 2017 and Crisis Firm of the Year in 2009.