News & Insights

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.

Join Joele Frank partner Barrett Golden on October 17th for her panel “Defending Against Activism" at the 13D Monitor 2023 Active-Passive Investor Summit.

Barrett and her fellow panelists will share their expertise on how to defend against activist investors in 2023 and the years ahead.

Follow the link here to register: https://lnkd.in/gWByWEQ

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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.

Joele Frank was named the top global shareholder activism defense IR advisor in Bloomberg’s 2019 Global Activism Market Review, which publishes league tables ranking the leading financial, legal, IR and proxy solicitor advisors in the global shareholder activism market. Joele Frank, which defends companies and does not represent activist investors, was also recognized as the top activism IR advisor across a number of other categories, including:

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

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Jonathan Keehner and John Roe, Partners at Joele Frank, were recently featured on Nareit’s “REIT Report” – a leading podcast covering the latest news and developments in REITs and real estate investment – to discuss the many ways in which REITs can better communicate and attract generalist investors. On the podcast, Jon, who helps lead Joele Frank’s Real Estate and Private Equity practices, shares his perspective on how a renewed and creative approach to IR is precisely what REITs need to engage their existing investor base and attract non-industry specific investors. John, an established expert in corporate governance and executive compensation, noted that REITs have done a “great job” in recent years to overcome institutional investor nervousness from a governance perspective. He highlighted the increasing importance that ESG factors play in the investment decisions for the world’s leading institutional investors, particularly as assets continue to move into index or passive fund strategies. Other topics covered in the edition include best practices for engaging with index funds, shareholder activism and ways for smaller market cap companies to engage with their top shareholders. Listen here.