List of Investor Relations Firms in NYC and Chicago

This a list of all the investor relations firms in New York, Chicago, and more. It was last updated on June 26, 2020.

If you prefer to see this data in spreadsheet format, I made a Google Sheet here: List of Investor Relations Firms by Nick Gray.

Highlighted in yellow, black text says: INVESTOR RELATIONS FIRMS, with money as confetti

Introduction

Congratulations, your company’s going public!

Now you need to hire an investor relations firm, also known as an IR firm.

Or perhaps you’re already leading a publicly traded company… but you want to outsource your investor relations responsibilities, like quarterly conference calls and investor days.

Or maybe you hate your IR firm and want to hire a new one 😂.

But who do you hire? And who do you trust to handle your earnings report announcements?

Bullhorn, with text box: Earnings Report Announcement

I’ve got the answer. Or at least: I’ve got a good starting point for you.

Why I Made This List of Investor Relations Firms

There are three reasons I wrote this post:

  1. I couldn’t find a good list of firms. Mostly, I didn’t trust the lists I found.
  2. I wanted to learn more about IR firms as part of my research on business development companies.
  3. I wanted to make a good resource to share with founders and investors.
This article isn’t sponsored. It is my attempt to create an unbiased resource for anyone that needs to hire an IR firm. I haven’t hired or invested in any of these companies.

What is Investor Relations?

Investor relations is a business function that all public companies must have. Legally, they are required to.

A good Investor Relations team can help grow a company and raise your stock price.

Cartoon of man in red tie (business attire) watering a plant, meant to represent a Company

How Investor Relations Firms Work

IR firms take care of:

  • SEC filings
  • Hosting special investor days
  • Managing analyst expectations
  • Quarterly conference calls

The words "Welcome to the Conference call" come out of a black electronic-looking speaker device

A good investor relations team works with the CEO, lawyers, and accounting department to relay information to investors. They are the intermediary between your company and Wall Street.

Three puzzle pieces: Your Company, IR Firm, Analysts

List of Investor Relations Firms

For each firm, I tried to include relevant information like website links and contact details. When possible, I also included names of companies they have represented. See the Google Sheet here for the best, most rich source of data.

Text banner: Investor Relations Firms, with money and gold coins

Table Format

Company NameLocations
Addo IRLos Angeles, CA
Al Petrie AdvisorsHouston, TX
New Orleans, LA
New York, NY
Alpha IR GroupChicago, IL
Boston, MA
New York, NY
Capital Market AccessLaguna Hills, CA
Core IRGarden City, NY
Darrow AssociatesNew York, NY
Silicon Valley
Austin, TX
Dennard LascarHouston, TX
Dallas, TX
Fort Worth, TX
Edison Investment Research LimitedLondon, UK
New York, NY
Frankfurt, Germany
Tel Aviv, Israel
Sydney, Australia
Gateway Investor RelationsNewport Beach, CA
New Orleans, LA
High TouchWhite Plains, NY
ICRNew York. NY
Boston, MA
Norwalk, CT
Baltimore, MD
San Francisco, CA
San Diego, CA
Beijing, China
IRResultsNew York, NY
IRTH CommunicationsSanta Monica, CA
JTCPittstown, NJ
KCSANew York, NY
Kei AdvisorsBuffalo, NY
KekstNew York City
London, Munich, Paris
Tokyo, Seoul, Hong Kong
(many more)
Kilmer LucasNew York, NY
Toronto, ON
San Francisco, CA
Lambert & CoGrand Rapids, MI
Lansing
Detroit
New York, NY
Phoenix, AZ
LHANew York, NY
Los Angeles, CA
San Francisco, CA
MZ GroupMinneapolis, MN
Aliso Viejo, CA
San Diego, CA
Chicago, IL
Austin, TX
New York, NY
Pondel WilkinsonWoodland Hills, CA
Prosek PartnersLA, Boston, CT, London
Q4 Inc.Toronto, Ontario
Hamilton, ON
New York, NY
London
Copenhegen
Sard Verbinnen (SVC)New York City
Chicago
San Francisco
Sharon Merrill AssociatesBoston, MA
Shelton GroupDallas, TX
Irvine, CA
San Jose, CA
The Blueshirt GroupNew York, NY
San Francisco, CA
The Equity GroupNew York, NY
San Francisco, CA
Beijing, China
Three Part AdvisorsSouthlake, TX
Westwicke Baltimore, MD
Cambridge, MA
Norwalk, CT
New York, NY
San Diego, CA
San Francisco, CA
Beijing, China
London, UK

 

Nick’s note: It’s a challenge to categorize these companies or rank them. None are publicly traded. Their results and sales aren’t public. So I’ve just listed them in alphabetical order.

Spreadsheet List

For the full list with contact information and company references, see the spreadsheet here:

Investor Relations Firms: List by Nick Gray

Longer List

Addo IR

[email protected]
310-829-5400
services link

Al Petrie Advisors

[email protected]
973-908-0782
services link

Alpha IR Group

Twitter
[email protected]
312-445-2870
services link
case study link

Capital Market Access

Twitter
[email protected]
(949) 432-7566
Clients: Optimize RX, GWR, Global Self Storage, QCI, Conversion Labs, OSS, Weyland Tech, Monaker, EasTower, Giftagram

Core IR

[email protected]
(516) 222-2560
services link

Darrow Associates

contact page
512-551-9296
services link
case study link
Clients: Avago Technologies, Power Integrations,Oclaro, Xtera, Alteva, iGen, Fusion, Hyperion, Calix, Endwave, Green Power Bus, Astro Power, DLH, Lakeland Industries, Air Industries Corp, AquaMetals, Sigma Labs, Bank of The James

Dennard Lascar

Twitter
[email protected]
713-529-6600
services link
Clients: Allegiance Bancshares, Construction Partners Inc., Earthstone Energy, Inc., Hornbeck Offshore, Ion, Kihbell Royalty Partners, Luby’s, Main St Capital Corporation, Mitcham, MRC Global, NewPark, Pioneer, PLH Group, Powell, Quintana Energy Services, Select Energy Services, Spirit of Texas Bancshares, Team, US Shale Solutions, USWS

Edison Investment

Twitter
[email protected]
(646) 653-7026
services link
case study link

Gateway Investor

Twitter
contact page
(949) 574-3860
services link
Tech Clients: Adva, AgJunction, Airgain, Asure Software, Clearfield, Converge Technology Solutions, Cyber 1, DZS, Duostech, Digimarc, Globalscape, Graymeta, Dentiv, Imageware Systems, inContact, Intermolecular, Iteris, Netsol, PhotonControl, Planar, PowerFleet, IOT Blockchain, Srs, Sangoma, ShotSpotter, Sonim, TeleCommunication Systems, TeraGo, Verb, Veritone. WidePoint, Wrap, Zix. More clients on site in different industries here.

High Touch

Twitter
[email protected]
(917) 797-6954
services link
case study link
Clients: Tory Burch, Get Shorty

ICR

Twitter
contact page
917-797-6954
services link

IRResults

[email protected]
303-638-9185
services link

IRTH Communications

Twitter
[email protected]
866-976-4784
services link

JTC

Twitter
[email protected]
908-938-1475
services link

KCSA

Twitter
[email protected]
212-682-6300
services link
Clients: Compassionate Care NY, Haleigh’s Hope, Terra Tech, Kuchco Holdings, iAnthus, Medicine Man Technologies, Golden Leaf, 4Front, Acreage Holdings, Aurora, Cordova CANN, The Emerald Cup, MPX Bioceutical Corporation, Vangst, Katexco Pharmaceuticals, GEN, The Green Organic Dutchman, urban-gro, MJ FREEWAY, curaleaf, cb2insights, Hydroponics, VALENS, GRASSROOTS, Jushi

Kei Advisors

contact page
716-843-3821
services link

Kekst

Nick’s note: Need to fill in later!

Kilmer Lucas

Twitter
contact page
888-545-6374
services link
Clients: 3D Signatures, Admedus, Advaxis, Aimmune, ACR, American Cryo System, AMRI, Antibe Therapeutics, Aquinox, Arbutus Biopharma, Arch Therapeutics, Ariad, Aslan Pharmaceuticals, Atara Bio, Athersys, AuraSense

Lambert & Co

Twitter
contact page
(212) 971-9718
case study link
Clients: Achates Power, Arbe, Atlas Copco USA, Bethany Chrisitan Services, Blake’s Hard Cider, Boulder Canyon, Detroit Homecoming, Detroit Pistons, EPS Security.

LHA

Twitter
[email protected]
(212) 838-3777
case study link
Clients: Acme, Alaska Communications, Ameri 100, AMSC, Applied DNA Sciences, Barco, Biocept, BioLife Solutions, BuzzTime, Celsion, Codexis, CPI Aero, Diffusion Pharmaceuticals, DIRTT, Fidus Investment Corporation, Forterra, FSD Pharma, Gibraltar Industries, GTT, Henry Schein, INAP, Ligand, Materialise, Myomo, NorthState, NocaBay, OPKO, Pacific Ethanol, Inc., PDL, Ra Medical Systems, Resonant, Sensus, SRAX, Summit Wireless, STI, The Eastern Company, The Joint chiropractic, TODOS Medical, Trovagene Oncology, UltraLife, Universal Electronics, Universal Technical Institute, Vectrus, Veritone

MZ Group

Twitter
[email protected]
(212) 301-7130
case study link
Clients: Cisco, Resonant, exP, fedex, D-Link Corporation, AUSUTeK Computer, Petrobas, Marrone Bio Innovations

Pondel Wilkinson

Twitter
[email protected]
(310) 279-5980
Clients: Abraxis Bioscience, APP Pharmaceuticals, Autobytel, Barbeques Galore, Bell Industries, Center Financial Corporation, Clear Choice Health Plans, ClearOne Communications, Corinthian Colleges, Continucare Corporation, Concurrent Computer Corporation, Cymer, Edison International, Electro Rent Corporation, Farmers & Merchants Bank of LB, FEI Corporation, Female Health Company, First California Financial Group, Fleetwood Enterprises, Furon Corporation, Garden Fresh Restaurant, Grill Concepts, Infonet Services, Ingram Micro, Lannett Company, LiveNation, Market Leader, Metro-Goldwyn-Mayer Inc., Micro Therapeutics, Monster Beverage Corporation, Mossimo, MP3.com, Myriad Genetics, Neutrogena Corporation, NetSol Technologies, Newport Corporation, Northrop Grumman, Noven Pharmaceuticals, Oakley, Outdoor Channel Holdings, QAD Inc., RemedyTemp, Rentrak Corporation, Rykoff-Sexton, Safeway, SCPIE Holdings, Somaxon Pharmaceuticals, Southwest Bancorp, Southwest Water, Superior Industries, Titan, Toreador Resources, True Religion, United Online, Universal Automotive Industries, Volcom, Zila

Q4 Inc.

Twitter
[email protected]
(877) 545-1241
Clients: Spotify, Oracle, Salesforce, Walmart, Visa, Delta, FedEx, Ameritrade, NIKE, New York Times, Tyson, Suntrust, Cisco, GrubHub, Del Taco, Party City, Workiva

Sard Verbinnen (SVC)

Nick’s note: Need to fill in

Sharon Merrill Associates

Twitter
[email protected]
(617) 542-5300
case study link

Shelton Group

Twitter
contact page
(972) 239-5119
Clients: Microelectronics, Integrated Silicon Solution, Inc., Montage Technology, The Brink’s Company, Diodes Incorporated, Pixelworks, Pericom Semiconductor

The Blueshirt Group

Twitter
contact page
(212) 871-3927
Clients: SurveyMonkey, Carvana, EventBrite, Yelp

The Equity Group

Twitter
[email protected]
(212) 371-8660
case study link
Clients: 1347 Property Insurance Holdings, AdaptHealth, Adler Real Estate, American Vanguard, ATA Creativity Global, BlueLinx Holdings, Communications Systems, Community Bankers Trust, Conifer Holdings Inc., Digirad, Donegal Insurance Group, Electromed, Inc., Employers Holdings, FlexShopper, Fuel Tech, GAN Limited, Greenlight RE, GSE Systems, Hallmark Financial Services, Hudson Global, Interparfums, Kingold Jewelry, Kingsway Financial Services, KORU Medical Systems, and more…

Three Part Advisors

Twitter
[email protected]
(817) 310-0051
Clients: Bankrate, Inc., Capstead Mortgage Corp., Carriage Services, Inc., Costa, Inc., Courier Corp., Emergent BioSolutions, Inc., Evolution Petroleum Corp., Kimball Electronics, Inc., MicroFinancial, Inc., MOCON, Inc., PCTEL, Inc., Profire Energy, Inc., Quest Resource Holding Corp., Radware Ltd., Tiptree, Inc., Tower International, Inc., U.S. Physical Therapy, Inc., UFP Technologies, Inc., Volt Information Services, Inc.

Westwicke

Twitter
contact page
(800) 210-2491
case study link
Clients: Apollomed, BetterPT, Catasys, Change Healthcare, CRH Medical, Evolent Health, Health Catalyst, NextGen, One Medical, Quorum Health, Tabular Rasa, The Meadows, Tivity, Abrpro, Acutus, Agendia, Amwell, Archer, Atea Pharmaceuticals

Help wanted: Have you worked with any of these firms? Which ones are the best? Which are the worst? Email me here or Tweet at @nickgraynews.

How to Pick an IR Firm: Ask These 3 Questions

If you’re shopping for IR firms, here are a few questions you should ask each company.

(1) Who do you work with?

What’s your list of clients like? How does that compare to what my company does?

For example, if an IR firm mainly works with REITs or biotech companies, how will your company fit into that area of expertise? Another example is insurance. There are specific IR firms who have a deep knowledge of that space and all of the related rules and regulations.

Cartoon scene that looks like an office party, balloon, three people, and a banner in the back that says: Welcome to Investor Day

(2) Who will you assign to my company’s IR team?

How long have they worked there? Do they truly deserve their Vice President title, and do they know their stuff?

If you’re not paired up with a partner or senior-level employee, that’s a red flag. You want to work with someone who can use their experience to communicate big news and offerings.

(3) What are some examples of your successful work?

How did your firm help a public company better share their message to investors to raise their valuation? How did your firm help deflect any negative attention, or deal with activist investors?

Person in front of three computer screens, they say: WELCOME TO INVESTOR DAY

Conclusion

I called a friend of mine who recently took his company public. I asked him about his experience in hiring and working with an investor relations firm.

What he said shocked me:

“They all suck. But some are better than others.”

If you’re a founder or CEO planning to take your company public, or if you’re hiring a new IR firm, I hope this list makes your experience suck a little less.

My advice: I’d probably start by reaching out to Blueshirt and Q4.

If this list was helpful to you, email me and say hello 👋🏼. Or join my friends newsletter.

Let me know if you have experience working with an IR firm that you want to share.

More Resources and Information

Questions I Still Have

  • How much do these firms charge? I want to add a whole section about pricing. From what I’ve heard, you can hire out for as little as $400/hr or $7k/month retainer… but this scales up quickly. One colleague with a publicly-listed firm said they very, very quickly racked up a hundred hours with a huge bill during a busy month. I guess this is why most firms bring their IR duties in-house.
  • Which of these companies are crappy? Or don’t focus on IR, but merely list those services on their website? Please email me so that I can remove them.
  • Which are the best companies for a lean, mean, fighting-machine, scrappy company going public? Not a big business like Cisco or GE. Someone told me Blueshirt’s good for that, but it looks like they work with much larger tech companies.
  • Which of the companies on my list are mostly used by Silicon Valley businesses that go public? It looks like Q4 and Blueshirt.
  • Which of these firms, if any, specialize mostly in Pink Sheets or OTC or micro-cap or penny stock companies? I tried to remove any that do that. I don’t want to include them, or I want to move them to another list.

Bonus: Who Should Hire an Investor Relations Company?

Small- and medium-sized publicly traded companies who don’t have their own dedicated team should hire an IR firm.

Not the Fortune 100. Most big companies like Apple and Amazon have a dedicated team of employees who manage their Investor Relations.

Please note that my list isn’t about hiring an IR firm for “Fix this problem right now” situations. It’s meant to be more of a long-term relationship.

For “OMG we need to fix this NOW!”-type situations, you want to hire a crisis communications firm or a proxy firm, which is outside of the scope of my list and this post. The best company I could recommend for that is Prosek Partners. I’ve chatted with Josh Clarkson there and he’s been a helpful resource. If there’s enough interest in a list of these types of firms, I’ll put something together. Email me if you have any input on that.

The end!

Credits and special thanks to: Nicole Ramos and Bethany Mangle for help compiling the spreadsheet. Jamie for table management. Gouri Mukherjee for location updates to CMA, Kekst, Pondel Wilkinson, and SVC. Luke Leighfield for light editing. Josh Clarkson for industry input. Fru Pinter for graphics and drawings. And others who spoke to me anonymously about their experience and shared their expertise.

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