Andrea Rose
Partner
Andi brings more than 20 years of experience guiding clients through high-stakes moments, when effective communication matters most. Known for her creativity and ability to distill complex issues into clear and compelling narratives, she is a trusted advisor to boards, management teams and executives navigating M&A, shareholder activism, crises and leadership transitions. Andi approaches every engagement with energy, empathy, and insight—investing in understanding each client’s unique challenges to deliver guidance that is both strategic and personal. She also leads Joele Frank’s media and presentation training, empowering executives to communicate with confidence and clarity.
Recent Highlights
Select Experience
Investor Relations and Financial Communications
Andi works with clients to elevate and execute investor relations and financial communications programs that deliver results. She specializes in helping companies reinvent and refine their equity stories and corporate narratives, ensuring they are clear, focused, and memorable. Her ongoing counsel supports leading companies including American Airlines, Broadcom, J.M. Smucker, Salesforce, Sherwin-Williams, Thermo Fisher Scientific, UPS, Ventas, W.W. Grainger, and Zebra Technologies. Through media and presentation training, Andi has coached hundreds of C-suite executives for media interviews, investor engagements, and corporate presentations.
M&A / Transactions
Andi has played a pivotal role in numerous high-profile M&A transactions, both friendly and contested. Her experience includes advising Steelcase through its planned sale to HNI, Beacon Roofing in its sale to QXO, Neiman Marcus in its sale to Saks, Broadcom in its ~$69 billion acquisition of VMWare, Thermo Fisher in its ~$17 billion acquisition of PPD, DirecTV in its sale to AT&T and US Airways in its merger with American Airlines. She has also led numerous spin-off transactions including Solvay, Exelon and Sealed Air.
Shareholder Activism Defense and Deterrence
Andi brings deep expertise in shareholder activism preparation, defense, and deterrence strategies. She has supported clients against major activists including Trian (Procter & Gamble, DuPont), Carl Icahn (Kroger, Clorox), D.E. Shaw (Lowe’s), JANA Partners (Rapid7, Pinnacle Foods) and Elliott (Iron Mountain).
Crisis Communications
Andi helps clients take control during moments of disruption—whether navigating cyber incidents, leadership transitions, financial restatements, regulatory scrutiny or complex litigation. Her steady guidance ensures clients communicate with conviction in the face of reputational risks.
In Conversation
What’s your approach to executive coaching and media training?
Effective message delivery is a learned skill—no one likes seeing themselves on camera or hearing their Q&A replay, and few enjoy the stage. Our media training sessions focus on building confidence and uncovering clarity of message. Whether I’m preparing an executive for a live interview, an investor presentation, or a high-stakes announcement, we work on everything from substance to style. The goal isn’t perfection, but preparation.
How do you build long-term relationships with clients?
I love the relationship-oriented nature of our business, and I see every client engagement as an opportunity to earn trust. While I’m often brought in during moments of urgency – a deal, an activist campaign, a crisis—I stay involved long after to help clients shape their investor narratives and prepare for what’s next. That ongoing partnership is the most rewarding and the most fun.
What’s your approach to executive coaching and media training?
Effective message delivery is a learned skill—no one likes seeing themselves on camera or hearing their Q&A replay, and few enjoy the stage. Our media training sessions focus on building confidence and uncovering clarity of message. Whether I’m preparing an executive for a live interview, an investor presentation, or a high-stakes announcement, we work on everything from substance to style. The goal isn’t perfection, but preparation.
How do you build long-term relationships with clients?
I love the relationship-oriented nature of our business, and I see every client engagement as an opportunity to earn trust. While I’m often brought in during moments of urgency – a deal, an activist campaign, a crisis—I stay involved long after to help clients shape their investor narratives and prepare for what’s next. That ongoing partnership is the most rewarding and the most fun.
Personal Side
Credentials
Andi has been named as an Emerging Leader by the M&A Advisor, 40 under 40 by NIRI, and one of PR News’ People to Watch. She is also an advisory board member of the John L. Weinberg Center for Corporate Governance. Prior to joining Joele Frank in 2006, she worked at Ogilvy Public Relations Worldwide in the Corporate and Investor Relations practice. Andi received a BA in English from Dartmouth College.