You are here

Financial Communications

Solve problems short-term. As activists mount campaigns, reporters probe for details, or regulators scrutinize every pronouncement, time is a crucial factor. A single news item can change the game in a digital heartbeat.
Articulate value long-term. Judgment and market savvy drive business strategies in all kinds of economic weather. To build investor confidence and communicate trust, the message must be compelling, consistent, and resolutely implemented.

Financial Communications
FRIDAY, 14:06

Leslie Wolf-Creutzfeldt, Senior Vice President

What We Do 

We know what's coming next because we've seen it before. We know the challenges that are in store. We also know the immense rewards that lie ahead. 

We communicate trust, confidence, and value when nothing less will do. We know what analysts, regulators, and investors must hear and believe. We prepare our clients for every high-impact eventuality. We know your future depends on shrewd, sober decision-making in a market that waits for no one.

Our financial communications clients include:

  • Financial advisors
  • Financial services firms
  • Banks and credit unions
  • Mortgage lenders
  • Investment firms
  • Tax attorneys
  • Financial consultants
  • Financial analysts
  • Private equity firms
  • Venture capital firms
  • Stock exchanges

Just a few of our specialized areas are:

Comprehensive Corporate Communications

Long-term communications campaigns decisively influence the perceptions of industry stakeholders, customers, institutional investors, credit rating agencies, buy- and sell-side analysts, and proxy services. Channel communications with the full range of your business partners – from suppliers to distributors to retailers – strengthen collaborations and encourage new opportunities for business growth.

Contact John Lovallo for more information.


Investor Relations

Companies must communicate effectively with Wall Street in the day-to-day effort to maximize market value, reduce the cost of capital, and underscore management’s credibility and competence. Amid public distrust and the unremitting demand for transparency and accountability, companies and organizations must clearly and consistently articulate their messages to investors and analysts. Failure to do so can take current management out of the driver’s seat. 

Contact John Lovallo for more information.



It is the do-or-die moment that can catapult the company to unprecedented growth or seal its doom in a single fateful trading day. As failure to successfully complete the initial public offering is simply not an option, effective strategic communications are mission-critical. LEVICK’s financial communications professionals chart a safe course for fledgling public companies through all the attendant perils, before, during, and in the aftermath of the IPO. 

Contact Kathleen Wailes for more information.


Mergers & Acquisitions

Whether the company is on the buying or selling side, it must control the public narrative and convince the marketplace that value is being maximized and that a new corporate entity will generate ever greater benefits for all stakeholders. LEVICK has succeeded in multi-billion dollar deals with communications strategies that account for every variable, anticipate opposition, and master the digital airwaves where perceptions form and harden.

Contact Kathleen Wailes for more information.


Proxy Contests & Advisory Issues

Activist investors grow more aggressive by the day as undervalued companies provide tempting targets for takeover by proxy fight. Powerful proxy advisory firms sway institutional investors to vote against management on make-or-break issues. LEVICK works with companies and boards to minimize the onslaught; to respond to activist attacks; and to communicate effectively to all investors at these critical moments.

Contact Kathleen Wailes for more information.


Regulatory Inquiries & Investigations

Investigations and enforcement imperil corporate reputation at all stages of a regulatory event. Companies must protect their reputations during actions launched by every major federal agency, state regulators, and state attorneys general – as well as during criminal investigations and bet-the-company civil claims. 

Contact Michael W. Robinson for more information.


Restructuring & Bankruptcy

Well-handled and effectively communicated, a restructuring or bankruptcy represents a new beginning for companies that can either buy the time to recover market share or begin life anew as a reconstituted entity with the full confidence of its stakeholders. 

Contact John Lovallo for more information.


White Collar

Prosecutors’ actions and decisions are influenced by public opinion, sometimes decisively. Even if the accused is exonerated in court, a reputation that took years to build can be eroded in the Court of Public Opinion. Those companies and individuals that are ready to respond to each development in the case – from the moment an investigation is launched to the case’s conclusion – are those that recover the quickest.

Contact Michael W. Robinson for more information about crisis PR and litigation communications.

CoreMotives Form Id 

The Team

Kathleen Wailes, Senior Strategist
Senior Strategist

Latest Thinking

In this article published today on LEVICK Energy, we look ahead to the issues that will have a major impact on energy industry interests in 2015....
In this LEVICK Daily video interview, LEVICK Senior Vice President Leslie Wolf-Creutzfeldt outlines the ways in which Dodd-Frank has impacted public...
In this LEVICK Daily video interview, DC Innovates Chairman Tony Cord and National Crowdfunding Services Managing Partner William Cunningham discuss...