Market Research Report: Joele Frank, Wilkinson Brimmer Katcher

Company Overview

• Name: Joele Frank, Wilkinson Brimmer Katcher

• Mission of the Company: To deliver excellent, effective, and accountable communications counsel and support to enable clients to achieve their goals.

• Founded: 2000

• Founders: Joele Frank

• Key People:

• Joele Frank - Managing Partner

• Matthew Sherman - President

• Andrew Brimmer - Vice Chairman

• Daniel Katcher - Vice Chairman

• Eric Kaplan - Partner (recently elected as of 2025)

• Headquarters: No information is available

• Number of Employees: 200

• Revenue of the Company: No information is available

• Known For: Strategic counsel and tactical support across communications disciplines, specializing in Mergers & Acquisitions, Corporate Shareholder Activism Defense, Investor Relations, Restructuring & Bankruptcy, Crisis Communications, Litigation Support, and Design + Digital services.

Products and Services Offered

Services

1. Transaction Communications

• Description: Provides communication strategies in mergers, acquisitions and other financial transactions.

• Key Features: Offers tailored communication plans to address stakeholder concerns and promote transaction benefits.

2. Shareholder Activism

• Description: Advises companies on how to respond proactively and defensively to shareholder activism.

• Key Features: Conflict-free representation, counseling boards and management, working with financial and legal advisors to develop strategic responses.

3. Investor Relations (IR)

• Description: Supports senior management and IR teams with enhancing IR programs and managing disclosure.

• Key Features: Assists with quarterly communications, investor day presentations, annual reports, and more.

4. Restructuring & Bankruptcy

• Description: Provides communication support during financial restructurings and bankruptcies.

• Key Features: Comprehensive programs to minimize stakeholder disruption and manage media engagement.

5. Crisis Communications & Special Situations

• Description: Offers strategic crisis communication support to protect company reputation.

• Key Features: Develops targeted strategies to convey critical information to key audiences effectively.

6. Litigation Support

• Description: Ensures strong advocacy during litigation to align communication with legal strategy.

• Key Features: Distills complex legal issues into compelling communication.

7. Design + Digital

• Description: Leveraging design and digital tools for impactful communication.

• Key Features: Develops infographics, corporate presentations, websites, advertisements, and digital newsletters.

Recent Developments

• New Products Launched: No information is available.

• New Features Added to Existing Products: No information is available.

• New Partnerships: No information is available.

Noteworthy Achievements and Events

• Awards:

• Ranked #1 IR/PR advisor in activism defense globally and in the U.S. for 2024 by Bloomberg Global Activism Review.

• Named Global Corporate/Financial Agency of the Year in 2024 by Provoke Media.

• Received the Communications Firm of the Year award at the 23rd Annual M&A Advisor Awards.

• Media Features and Appearances:

• Joele Frank featured on The M&A Advisor Podcast discussing PR and communications, digital strategies, and team culture.

• Partner Barrett Golden appeared on D.F. King & Co.'s Proxy Insights Podcast.

• Promotions:

• Eric Kaplan elected as a JF partner, recognized for leading the creative and design efforts and contributing to the firm’s brand and client offerings.

This report provides a detailed insight into the operations and recent activities of Joele Frank, Wilkinson Brimmer Katcher, emphasizing its prominent role in strategic communications and its recognition in the industry.