News | Joele Frank

Joele Frank Announces New Partners

January 5, 2021 – It is with great pride and excitement that we welcome Scott Bisang, Dan Moore, Aaron Palash and Mahmoud Siddig into the firm’s partnership, effective January 1, 2021.

Scott, Dan, Aaron and Mahmoud have each made numerous contributions to the firm’s growth and success, and we are thrilled these four talented individuals will continue to be an integral part of Joele Frank’s future.

Matthew Sherman Honored with a Top Spot in Observer’s Inaugural PR “Power Player” Rankings

December 30, 2020 – Matthew Sherman, President and Partner of Joele Frank, was recognized as a top-10 “Power Player” in the Observer’s inaugural list of industry “superstars.” As the firm’s President, Matt represents Joele Frank’s leadership in strategic and financial communications across friendly and hostile M&A, shareholder activism defense, crisis situations, restructuring matters and ongoing investor and public relations work.

In 2020 to date, the firm has advised on approximately 155 mergers and acquisitions, 65 shareholder activist campaigns, 110 management changes and 25 in-court and out-of-court restructurings, among numerous other assignments.

Joele Frank Recognized As One of Business Insider’s Top Financial PR Professionals

October 29, 2020 – Joele Frank, a founder and managing partner of our firm, was recently recognized by Business Insider as one of the top 15 most sought-after professionals in the financial communications industry. In addition to citing Joele’s personal involvement in more than 1,000 engagements, Business Insider noted that Frank and her colleagues have defended companies against the leading shareholder activists, including Carl Icahn (more than 30 times), Starboard (more than 40 times) and Pershing Square (at least 10 times). Read More

Bloomberg Recognizes Joele Frank as Leading Global Shareholder Activism Defense Advisor in H1 2020 Global Activism Market Review

July 10, 2020 – Joele Frank is proud to be recognized as the leading global IR adviser to companies in defense against activist investors, according to Bloomberg’s H1 2020 Global Activism Market Review. Of all new activist campaigns launched during the first half of 2020 and tracked by Bloomberg, Joele Frank advised on 56 situations in which the activists’ holdings were collectively valued at approximately $5.8 billion. Joele Frank was recognized as the top activism IR advisor across a number of categories, including:

Total Number of Engagements;
Engagements for U.S. Companies;
Engagements for Companies with Market Capitalizations Greater than $1 Billion;
Engagements by Aggregate Activist Stake Value; and
Engagements by Aggregate Market Capitalization.

Joele Frank was previously named the top global shareholder activism defense IR advisor in Bloomberg’s 2019 Global Activism Market Review. View PDF

Joele Frank Recognized as Top M&A and Restructuring Advisor by The Deal

April 27, 2020 – Joele Frank was the #1 PR advisory firm for both M&A and bankruptcy in the first quarter of 2020, according to The Deal’s latest Power Rankings. In addition, Joele Frank ranked as the #2 PR advisory firm for private equity and out-of-court restructurings. Joele Frank is proud to continue our industry-leading work on behalf of our clients, especially as they communicate with and protect stakeholders during a time of extreme uncertainty and market volatility.

To learn more about our efforts during the COVID-19 crisis, please visit https://joelefrank.com/covid-19/.

Sharon Stern Featured in The Conference Board’s Panel “Shareholder Activism: A Look Ahead”

March 6, 2020 – Sharon Stern, a Partner at Joele Frank, participated alongside banking and legal experts in The Conference Board’s February 25, 2020 webcast, “Shareholder Activism: A Look Ahead.” During the conversation, she shared communications perspectives on trends ranging from M&A-related activism to ESG to the convergence of traditional long shareholders and activist investors.