Mahmoud Siddig

Partner

Mahmoud has more than two decades of investor relations and financial communications experience working with domestic and international companies across a range of industries. He has helped clients to successfully navigate through significant corporate events including friendly and unsolicited M&A transactions, go-privates, spin-offs, shareholder activism defense mandates, crisis situations, initial public offerings and other capital markets events. Mahmoud also has extensive experience advising clients on all aspects of investor relations strategy and programming, including effective investment narrative development, institutional targeting and marketing, and IR program planning and execution.

Recent Highlights

Assisted Steelcase in its pending acquisition by HNI
Assisted S&P Global on its pending separation of S&P Global Mobility
Assisted Encore Wire in its acquisition by Prysmian
Assisted Kroger in its terminated two-year merger process with Albertsons, including significant multi-stakeholder communications programming across traditional and digital channels
Supported Flowserve, Lattice Semiconductor and Kroger, among others, on their Investor Days

Select Experience

Investor Relations

Mahmoud has advised clients on all aspects of investor relations strategy and programming, including investment narrative development, IR program planning and execution. With a focus on developing goal-oriented and impactful IR programs, he has a track record of assisting clients to broaden and deepen their institutional shareholder base, plan and execute high-profile IR Days and other investor-focused events, gather and analyze investor feedback and improve quarterly and ongoing investor communications and materials.

M&A / Special Situations

Mahmoud has helped clients to successfully navigate through significant corporate events including friendly and unsolicited M&A transactions, go-privates, spin-offs, crisis situations, executive leadership transitions, initial public offerings and other capital markets events.

Shareholder Activism Defense

Mahmoud has advised numerous client Boards and management teams as they navigate engagement with activist investors, from managing private “behind the scenes” interactions to high profile proxy contests. His experience spans across many prominent activist investors including Trian, Third Point, D. E. Shaw, Engaged Capital, Engine Capital, Value Act and Carl Icahn.

In Conversation

What are you most proud of in your career?

While I take immense pride in helping our clients navigate mission-critical matters, one of the aspects of my job I’m most proud of is my involvement in overseeing our summer intern program. It’s very encouraging and rewarding to engage with so many bright, motivated and hard-working college students eager to embark on their professional careers.

What are you most proud of in your career?

While I take immense pride in helping our clients navigate mission-critical matters, one of the aspects of my job I’m most proud of is my involvement in overseeing our summer intern program. It’s very encouraging and rewarding to engage with so many bright, motivated and hard-working college students eager to embark on their professional careers.

Personal Side

Mahmoud Siddig
Partner

In the News

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Credentials

Mahmoud joined Joele Frank in 2013, having previously worked at Taylor Rafferty, a pioneering cross-border investor relations consultancy advising clients on the development of best-practice, goal-oriented investor relations programs. During his tenure at Taylor Rafferty, Mahmoud spent two years serving as Head of Asia based in the firm’s Hong Kong office. Mahmoud received a BA, cum laude, from Colby College.