This a list of all the investor relations firms in New York, Chicago, and more. It was last updated on June 21, 2022.
If you prefer to see this data in spreadsheet format, I made a Google Sheet here: List of Investor Relations Firms by Nick Gray.
Why I Made This List of Investor Relations Firms
There are three reasons I wrote this post:
- I couldn’t find a good list of firms. Mostly, I didn’t trust the lists I found.
- I wanted to learn more about IR firms as part of my research on business development companies.
- 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.
Before you proceed into the list, read the three questions you want to ask before hiring an Investor Relations Manager.
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.
Table Format
<!–td {border: 1px solid #ccc; vertical-align: top;} br {mso-data-placement:same-cell;} -->
Company Name | Locations |
Los Angeles, CA | |
Houston, TX New Orleans, LA New York, NY | |
Chicago, IL Boston, MA New York, NY | |
Laguna Hills, CA | |
Garden City, NY | |
New York, NY Silicon Valley Austin, TX | |
Houston, TX Dallas, TX Fort Worth, TX | |
London, UK New York, NY Frankfurt, Germany Tel Aviv, Israel Sydney, Australia | |
London, UK Denver, USA | |
Newport Beach, CA New Orleans, LA | |
White Plains, NY | |
New York, NY Boston, MA Norwalk, CT Baltimore, MD San Francisco, CA San Diego, CA Beijing, China | |
New York, NY | |
Santa Monica, CA | |
Pittstown, NJ | |
New York, NY | |
Buffalo, NY | |
New York City London, Munich, Paris Tokyo, Seoul, Hong Kong (many more) | |
New York, NY Toronto, ON San Francisco, CA | |
Grand Rapids, MI Lansing Detroit New York, NY Phoenix, AZ | |
New York, NY Los Angeles, CA San Francisco, CA | |
Minneapolis, MN Aliso Viejo, CA San Diego, CA Chicago, IL Austin, TX New York, NY | |
Woodland Hills, CA | |
LA, Boston, CT, London | |
Toronto, Ontario Hamilton, ON New York, NY London Copenhagen | |
New York City Chicago San Francisco | |
Boston, MA | |
Dallas, TX Irvine, CA San Jose, CA | |
Nashville, TN | |
New York, NY | |
New York, NY San Francisco, CA | |
New York, NY San Francisco, CA Beijing, China | |
Southlake, TX | |
Chicago, IL | |
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
contact@addoir.com
310-829-5400
services link
Al Petrie Advisors
info@alpetrie.com
973-908-0782
services link
Alpha IR Group
Twitter
info@alpha-ir.com
312-445-2870
services link
case study link
Capital Market Access
Twitter
engage@cma.team
(949) 432-7566
Clients: Optimize RX, GWR, Global Self Storage, QCI, Conversion Labs, OSS, Weyland Tech, Monaker, EasTower, Giftagram
Core IR
info@coreir.com
(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
info@dennardlascar.com
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
enquiries@edisongroup.com
(646) 653-7026
services link
case study link
lois@equitory.com
info@equitory.com
testimonials
Gateway Investor
Twitter
(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
lkiernan@htir.net
(917) 797-6954
services link
case study link
Clients: Tory Burch, Get Shorty
ICR
Twitter
contact page
917-797-6954
services link
Twitter
contact page
212-661-2243
services link
IRResults
Gretchen@IRResults.com
303-638-9185
services link
IRTH Communications
Twitter
info@irthcommunications.com
866-976-4784
services link
JTC
Twitter
jtc@jtcir.com
908-938-1475
services link
KCSA
Twitter
INFO@KSCA.com
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
Kekst
newyork@kekstcnc.com
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
klippert@lhai.com
(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
chris.tyson@mzgroup.us
(212) 301-7130
Clients: Cisco, Resonant, exP, fedex, D-Link Corporation, AUSUTeK Computer, Petrobas, Marrone Bio Innovations
Pondel Wilkinson
Twitter
investor@pondel.com
(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
sales@q4inc.com
(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
info@InvestorRelations.com
(617) 542-5300
case study link
SCR Partners
tsullivan@scr-ir.com
615 942-7077
services link
Solebury Strategic Communications
info@soleburystrat.com
(646) 378-2900
services link
Shelton Group
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
info@equityny.com
(212) 371-8660
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
dmossberg@threepa.com
(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.
Vallum Advisors
noel.ryan@val-adv.com
720-334-0195
services link
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?
or
.
Conclusion
I hope this list of investor relations firms was helpful. I still have a few questions that I want to research to improve my article:
- 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.
More Resources and Information
- CFO Magazine: they regularly list IR firms and roundups.
- IR Magazine: a magazine dedicated to this industry.
- National Investor Relations Institute: a trade organization that people love to hate.
- Bloomberg’s 2019 Global Activism Review: Investor Relations Advisers. In the list of firms who help companies fight activist attacks, they rank Joele Frank, ICR, Sard Verbinnen, Blueshirt, Reevemark, and more. On the activist side, they include Sloane, Gasthalter, Gagnier, Prosek, Profile Advisors, Kekst, and Finsbury.
Let me know if you have experience working with an IR firm that you want to share.
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.
If this article was helpful to you, email me and say hello 👋🏼. Or join my friends newsletter.
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.
