News & Insights

We are pleased to share that Eric Kaplan has been elected into our firm’s partnership. Eric is an outstanding senior leader who built and leads our creative and design efforts and who also plays a significant role in helping shape the firm’s brand, client offerings and culture.

Please join us in congratulating Eric on his well-deserved promotion!

We are proud to share that Joele Frank finished 2024 as the #1 IR/PR advisor in activism defense – both globally and in the U.S. – topping the Bloomberg Global Activism Review and League Tables for 2024.

You can read more about 2024 in activism here.

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Excited to share that our own Co-Founder and Managing Partner, Joele Frank, was a recent guest on The M&A Advisor Podcast channel. This episode discusses PR and communications, digital strategies, and team culture.  Podcast channel. This episode discussed PR and communications, digital strategies, and team culture.

Listen now on YouTube, Spotify, or Apple Podcasts.

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Our own JF Partner, Barrett Golden, made an appearance on the latest episode of D.F. King & Co.'s Proxy Insights Podcast, along with Elina Tetelbaum of Wachtell, Lipton, Rosen & Katz, Damien Fisher of Evercore, and host Tom Germinario.

You can find the episode here or wherever you listen to podcasts.

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At the 23rd Annual M&A Advisor Awards, JF received the Communications Firm of the Year award. Thank you to The M&A Advisor for hosting us for an excellent evening.

This webinar examined the impact of another Trump presidency on shareholder activism from a financial, antitrust, SEC, and public relations perspective.

If you missed the event, you can find the recording linked here.

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Several members of our JF team headed to MetLife Stadium in support of Big Brothers Big Sisters of NYC to serve as field captains, helping to facilitate flag football games, an NFL Play 60 obstacle course, and other fun events for the “littles” and “bigs” in attendance!

JF is proud to serve as a sponsor for such an important cause, and grateful to our colleagues who served as volunteers this year.

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Joele Frank has once again led The Deal's Q3 2024 league tables in both Mergers & Acquisitions and Bankruptcy.

Among Public Relations firms, JF ranked first in M&A, first in Bankruptcy and second in Private Equity. We sincerely appreciate the hard work of our dedicated colleagues, ongoing support from our fellow advisors, and trusted partnership of our valued clients. You can see the full league tables here.

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The Deal recently highlighted three of Joele Frank’s shareholder activism defense mandates from the 2024 proxy season: Norfolk Southern, Match Group and Macy’s. JF partners Joele Frank, Matthew Sherman, Daniel Katcher, Eric Brielmann, Aaron Palash, Leigh Parrish, Arielle Rothstein, Joseph M. Sala, and Ed Trissel were all mentioned. You can read the full article here.

For the first half of 2024, Joele Frank ranked as the #1 M&A PR advisor in the U.S. by total M&A deal value, and the #2 PR advisor by total value globally, according to Mergermarket.

We are proud to provide best-in-class strategic communications and investor relations counsel to companies involved in M&A and other critical corporate developments.

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Joele Frank Partner Joe Sala was featured in the latest issue of Lexology’s In-Depth: Merger Control. Read at the link below for Joe’s insight on how businesses should build communications into their game plans to best navigate a complex M&A environment in 2024.

We are proud to be recognized, once again, as the top IR/PR advisor – in both the U.S. and globally – in the Bloomberg Global Activism Review and League Tables for the first half of 2024.

We are as excited as ever to continue working with our fellow advisors to help clients navigate the complexities of shareholder activism defense and readiness, engage with investors, the media, and key stakeholders, and prepare for the proxy season ahead.

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.

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