We are specialists in the financial markets and strategic situations

A specialized boutique with access to the reach and resources of the world’s largest PR firm, Edelman Smithfield comprises 250 advisors in more than 25 markets and 15 countries globally, with transaction communications capabilities in all major markets worldwide.

Financial Services

We help companies in the financial markets protect, promote, and evolve their own reputations.

We work with some of the world's most high-profile and influential financial brands in asset management, banking, insurance, private equity, venture capital, real estate, crypto and fintech. This includes investment managers collectively responsible for about $20 trillion in assets and some of the largest banks and insurers in the US, EMEA, and Asia.

Our dedicated teams of financial experts in every major market combine technical knowledge with deep media, policymaker, and industry-body relationships. This enables us to create insightful content that cuts through the noise.


Media Relations & Training
Crisis Management
Regulatory Affairs
Executive Positioning
Digital Strategy
Stakeholder & influencer mapping
Spokesperson media and speaker coaching
Brand Equity & Trust Studies
Product launches
Integrated content creation

Strategic Situations & Investor Relations

We partner with companies across all industries to provide financial communications expertise during both normal course and strategic situations.

Investor Relations Advisory

We advise clients on how to effectively communicate their investment narrative with the sell-side and buy-side communities and implement IR strategies that achieve appropriate valuation. We support clients throughout the entire IR process, including quarterly earnings, investor days, investor thesis and presentation development, perception studies, peer benchmarking, sell-side engagement, and ongoing investor marketing.

Shareholder Activism

We counsel Boards and C-suites on preparing for activist engagement, as well as defending their positions and reputations during activist campaigns. Often working alongside legal and financial advisors, we develop strategies to achieve the best possible outcomes for companies and their stakeholders. We bring strong execution expertise and an established track record of helping companies of all sizes and industries successfully navigate the spectrum of activist situations.

Mergers & Acquisitions

Our work spans public and private transactions, buy-side, sell-side, agreed, hostile, and competitive auctions around the world. We enable companies to articulate the rationale, benefits, and value of their deal while positioning the business for growth and post-transaction success.

IPOs, SPACs & Spin-offs

We advise on IPOs, SPACs, spin-offs, and debt and equity fundraisings with experience spanning multiple exchanges and regulatory regimes. We provide the full spectrum of support, including analyst engagement, establishing the investor relations function, and executing a comprehensive multi-stakeholder communications strategy. Our work enables clients to articulate their value proposition while setting their business on the path to growth and success post-listing.

ESG Advisory

We provide a market-leading suite of services grounded in capital markets experience, legal and regulatory expertise, and deep ESG knowledge to help clients build and execute ESG consulting services, including disclosures and reporting, that mitigate risks, capture business opportunities, and earn the trust of all stakeholders, including investors.


We have supported some of the highest profile and most complex situations, from Chapter 11 bankruptcy and Administrations to debt for equity swaps and CVAs. Our experience enables us to execute seamless announcements, contend with media and aggressive leak environments, and protect against counter-narratives from detractors.

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