Joele Frank, Wilkinson Brimmer Katcher

Deliver strategic communications to navigate M&A complexities and enhance stakeholder engagement.

Expertly navigate and mitigate shareholder activism challenges with tailored defense and preparedness strategies.

Providing expert communications support for effective restructuring and bankruptcy management.

Elevate communication strategies through comprehensive investor and public relations support.

Expert guidance in crisis management to protect your organization's reputation and ensure timely communication.

Empowers clients with cohesive design and digital solutions for impactful communication.

Enhance leadership communication and media performance for high-stakes situations.

Services that prepare companies for and defend against shareholder activist campaigns, including readiness planning, proxy fight strategy and negotiated settlements.

Products: Activism Preparedness and Defense

Preparedness, rapid response and stakeholder communications for incidents such as cybersecurity breaches, regulatory inquiries, litigation and leadership disruptions.

Products: Crisis Communications, Investor Relations and Public Relations Programs, Restructuring, Bankruptcy and Liability Management Communications, M&A Communications

Executive coaching and media training to prepare leaders for investor engagements, media interviews and other high‑stakes public appearances.

Products: Executive Coaching and Media Training, Investor Relations and Public Relations Programs, M&A Communications

Ongoing investor relations programs including quarterly results communications, investor conferences and roadshows, analyst engagement and profile‑raising to support valuation and shareholder base.

Products: Investor Relations and Public Relations Programs, Integrated Design and Digital Collateral, Executive Coaching and Media Training

Communications strategy and execution for mergers, acquisitions, spin‑offs and IPOs, including narrative control from day one, stakeholder messaging and vulnerability assessment.

Products: M&A Communications, Integrated Design and Digital Collateral, Investor Relations and Public Relations Programs

Communications for restructurings, in‑court and out‑of‑court proceedings, liability management and asset sales to preserve credibility and guide stakeholders.

Products: Restructuring, Bankruptcy and Liability Management Communications, Integrated Design and Digital Collateral, Investor Relations and Public Relations Programs

Creation of investor‑facing assets—presentations, investor day decks, websites, videos and infographics—to support high‑stakes communications and campaigns.

Products: Integrated Design and Digital Collateral, Investor Relations and Public Relations Programs, M&A Communications, Restructuring, Bankruptcy and Liability Management Communications

M&A Communications

Strategic communications support for mergers and acquisitions and related transactions. From day-one narrative control, vulnerability identification, and strategy shaping to execution across investors, media, and other stakeholders, Joele Frank helps clients manage the communications implications of friendly, hostile, spin-off, and IPO scenarios.

• Leverage Diverse Experience
  Utilize extensive experience to navigate various M&A environments effectively and tailor strategies for success.
• Establish Narrative Control
  Define the communication narrative from the outset to shape perceptions and mitigate risks.
• Execute Comprehensive Messaging
  Ensure cohesive messaging is delivered across all channels to maintain transparent communication and stakeholder confidence.
• Develop Tailored Strategies
  Craft strategic communications plans that align with deal objectives and stakeholder expectations at every stage.
• Identify Potential Vulnerabilities
  Proactively detect issues to inform strategic planning and messaging, minimizing disruption during transactions.
• Leverage Integrated Expertise
  Utilize insights from in-house specialists in ESG, design, and digital communication for comprehensive support.

Activism Preparedness and Defense

Activism defense and preparedness services that help clients anticipate, deter and manage activist campaigns, including preparedness strategies, defense campaigns and proxy fights, and settlements where appropriate.

• Protect Client Interests Effectively
  Implement strategic communications to navigate proxy fights, safeguarding client reputations and shareholder value.
• Anticipate and Deter Activists
  Create tailored plans to proactively address and mitigate potential activist threats before they escalate.
• Facilitate Successful Settlements
  Assist clients in navigating settlements, ensuring favorable outcomes while maintaining company integrity.

Restructuring, Bankruptcy and Liability Management Communications

Strategic communications support for restructurings, bankruptcy, and liability management, including out-of-court and in-court proceedings, asset sales, and messaging around complex corporate transformations.

• Ensure Clear Communication
  Implement clear communication strategies to manage stakeholder expectations during complex restructuring processes.
• Mitigate Perception Risks
  Craft tailored messaging strategies to effectively address and manage perceptions during liability management efforts.
• Safeguard Corporate Image
  Develop proactive crisis communication plans to protect and manage corporate reputation during critical times.
• Enhance Stakeholder Engagement
  Facilitate informed communications during asset sales to maintain trust and transparency with stakeholders.
• Enhance Investor Confidence
  Create investor-focused communications to reassure stakeholders and maintain confidence during corporate transitions.

Investor Relations and Public Relations Programs

Ongoing investor relations and public relations programs, including quarterly results communications, investor conferences and roadshows, profile-raising, and broader investor and media engagement.

• Ensure Consistent Communication
  Maintain clear, ongoing engagement with shareholders to support corporate goals and respond to market dynamics.
• Enhance Visibility Through Events
  Engage directly with investors and analysts to foster relationships and share corporate narratives effectively.
• Manage Reputation During Crises
  Develop robust communication strategies to navigate challenging situations effectively and minimize reputational damage.
• Boost Corporate Image
  Leverage media opportunities to shape public perception and strengthen corporate reputation.
• Prepare Executives for Engagement
  Equip executives with skills and confidence to convey key messages clearly and effectively in public forums.

Crisis Communications

Crisis preparedness and response across industries for issues including cybersecurity incidents, regulatory inquiries, leadership changes, litigation, and other high-stakes events.

• Ensure Timely, Credible Responses
  Create comprehensive crisis response plans that prepare organizations for swift and effective communication during emergencies, minimizing reputational damage.
• Safeguard Reputation During Cyber Events
  Implement strategies for managing messaging during cybersecurity breaches to maintain trust and transparency with stakeholders.
• Ensure Compliance and Transparency
  Provide strategic communications support during regulatory challenges, ensuring adherence to legal obligations while protecting the company's reputation.
• Navigate Leadership Transitions Smoothly
  Facilitate clear communication strategies during times of leadership transition to ensure stability and confidence among stakeholders.
• Equip Teams For Crisis Situations
  Conduct focused training sessions to prepare management for handling media and stakeholder inquiries under duress, reinforcing confidence and clarity.

Integrated Design and Digital Collateral

Design and digital collateral services to support time-sensitive communications, including print and digital assets, presentations, and branding for high-stakes moments.

• Enhances Information Clarity
  Infographics transform complex data into visual representations, making insights more digestible for diverse audiences.
• Enhances Professionalism
  Well-crafted presentations facilitate effective communication during critical business discussions and events.
• Facilitates Quick Understanding
  These fact sheets enable stakeholders to grasp essential information quickly, streamlining the decision-making process.
• Captivates Audience Attention
  Dynamic motion graphics help convey complex narratives visually, engaging audiences effectively across channels.
• Strengthens Communication
  Videos provide an engaging medium for executives to convey messages clearly and effectively to stakeholders.
• Aligns Digital Presence with Strategy
  Responsive websites ensure that strategic narratives are effectively communicated to all relevant stakeholders online.
• Supports Effective Presentations
  Tailored decks provide a comprehensive view of investor strategies, enhancing engagement and transaction opportunities.
• Boosts Online Engagement
  Strategically developed social media content enhances digital presence and engagement with target audiences.
• Amplifies Key Messages
  These materials ensure that client messages reach a wider audience through various media platforms.

Executive Coaching and Media Training

Executive coaching and media training to prepare leaders for public, internal and investor-facing moments with confidence.

• Enhances Communication Skills
  Leaders receive personalized coaching to improve their communication strategies, ensuring effective engagement with various stakeholders.
• Builds Interview Confidence
  Executives learn techniques to handle media interactions, enhance their interview presence, and effectively communicate key messages during public engagements.
• Ensures Clarity in Communication
  Training focuses on clarity and impact, helping leaders to convey their messages convincingly across various platforms.