IN THE NEWS
Please Join Us at the Tulane M&A Conference in New Orleans
Joele Frank is hosting a cocktail reception in advance of Tulane’s Corporate Law Institute M&A Conference in New Orleans. The reception will begin at 6:00 pm CT on Wednesday, March 26, in the Fountain Lounge at the Roosevelt Waldorf-Astoria Hotel. We look forward to seeing you in New Orleans.
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.” 
Joele Frank Ranked First in Global and U.S. M&A League Tables for 2013
In 2013, Joele Frank was ranked #1 in the M&A league tables among PR Firms in number of deals by Corporate Control Alert. In addition, Joele Frank ranked first among M&A communications advisors both globally and in the U.S. according to 2013 league tables produced by Mergermarket. For the year, the firm was listed as #1 globally with total deal value of approximately $121.6 billion. In the U.S., the firm was listed as #1 in 2013 both by total deal value and by number of deals (112 transactions).
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.
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.” 
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.
Joele Frank Named PR Firm of the Year
In March 2013, Joele Frank was named Marketing/PR Firm of the Year at the 7th 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 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.


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