President Matthew Sherman to Moderate Panel at Annual NIRI Conference

June 4, 2024 – On Tuesday, June 11, Joele Frank’s President Matthew Sherman will be moderating a panel on shareholder activism defense and preparedness at the Annual NIRI: The Association for Investor Relations Conference in San Francisco.


Please join Matt and his fellow panelists Pamela Codo-Lotti of Goldman Sachs, Ned Segal, former Chief Financial Officer of Twitter, and Demetrius Warrick of Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates as they share best practices, warning signs and a few war stories to help Investor Relations Officers plan and prepare.

Managing Director T.J. Sullivan Named to NIRI’s Class of 2024 Rising Leaders Under 40

May 9, 2024 – Congratulations to Joele Frank Managing Director T.J. O'Sullivan for being named to the NIRI: The Association for Investor Relations 2024 Class of Rising Leaders Under 40.


The NIRI Rising Leaders program recognizes talented people in the investor relations community for making significant contributions to their companies and the investor relations profession.


We’re glad to see T.J. recognized for his consistent dedication to our firm and most importantly, his clients.

Joele Frank Named Financial Agency of the Year by PRovoke Media

May 7, 2024 – We are thrilled that Joele Frank was recently named the Financial Agency of the Year by PRovoke Media at the 2024 North America SABRE Awards Ceremony. We’d also like to thank PRovoke's Founder and Chair Paul Holmes for his years of industry leadership.


It’s an honor to be recognized for our commitment to providing our clients with best-in-class strategic communications counsel across investor relations, M&A, activism defense, restructurings, and crisis communications.

Joele Frank Private Equity Team to Attend the Milken Institute Global Conference

April 29, 2024 – The Joele Frank Private Equity Team looks forward to attending this year’s Milken Institute Global Conference. In past years, we’ve found this event to be an excellent opportunity to connect with other leaders in the space and gain valuable insight across industries.


For any of our fellow partners and clients, we welcome you to reach out if you’ll be in attendance.


In the midst of what has already proven to be a busy year, we anticipate a week full of engaged discussion and education about the most pressing topics facing our world today.

Partner Andi Rose Featured in Agenda Piece

April 23, 2024 – Joele Frank Partner Andi Rose was featured in a recent piece in Agenda, ISS | Institutional Shareholder Services vs. Glass, Lewis & Co.: What Do Boards Do When They Split?


Andi spoke about the importance of shareholder engagement and how Boards can best make their case in a proxy fight, regardless of how proxy advisors make their recommendations.


Thanks to Agenda and Financial Times for giving Andi an opportunity to showcase her expertise.


You can read the entire piece here:

Joele Frank Ranked #1 M&A and Restructuring PR Firm by The Deal for Q1 2024

April 18, 2024 – We are proud that Joele Frank once again ranked as the #1 PR firm in the The Deal league tables for both M&A transactions and Restructurings in Q1 2024.


We look forward to continuing to support our clients and fellow advisors in navigating M&A transactions and in-court and out-of-court Restructurings for the remainder of the year and beyond.