FacultyFaculty/Author Profile
Joele Frank

Joele Frank

Joele Frank, Wilkinson Brimmer Katcher
Managing Partner
New York, NY, USA

Joele is the founder and managing partner of Joele Frank, Wilkinson Brimmer Katcher, which has consistently ranked as a top M&A firm since its inception in 2000. Among her many professional accolades, Joele has been named to Inside PR’s Hall of Fame as an All-Star for Investor Relations and has appeared on PR Week's PR Power List of the 25 top PR industry leaders. She has also been selected for the 2011 National Association of Corporate Directors Directorship 100. Joele is:

  • A Trusted Advisor: For more than 25 years, Joele has been a trusted advisor to her clients. She counsels executive teams and Boards of Directors as they manage through some of the most complex and delicate situations in their company’s history. Having played a major role in more than 1,000 special situations, Joele understands the impact communications has on a corporate reputation and a company’s ability to achieve its overall business objectives. While best known for her work on M&A transactions and defending companies against shareholder activism, Joele relishes the notion that over 40 percent of the firm’s clients rely on the firm for ongoing investor and public relations support.


  • A Seasoned M&A Professional: Joele has advised on many of the highest profile friendly and unsolicited M&A campaigns, including: Allergan with respect to the unsolicited offer from Valeant Pharmaceuticals and Pershing Square Capital; Verizon in its acquisition of Vodafone's 45% stake in Verizon Wireless;Airgas in its defense against Air Products; Microsoft in its proposal to acquire Yahoo!; Merck in its merger with Schering-Plough; SIRIUS in its merger with XM; PeopleSoft in its defense against Oracle; and the William R. Hewlett Trust in its opposition to the HP/Compaq merger. In addition, no one has defended more companies against the big-name activist shareholders. Joele and her colleagues have defended against Carl Icahn and Starboard more than 25 times each, Relational and Pershing Square approximately ten times each, and against ValueAct, Elliott, Trian and others numerous times. Some notable assignments include:


    • Procter & Gamble, Herbalife, General Growth Properties and Target against Pershing Square;
    • Family Dollar, Oshkosh, Clorox and Lionsgate against Carl Icahn;
    • L-3 Communications, Illinois Tool Works and Sovereign Bancorp against Relational; and
    • AOL, Avid Technology and Progress Software against Starboard


  • A Strong Advocate: There is no stronger advocate than Joele. She works tirelessly to ensure her clients’ stories are resonating with the right audiences. She does so by leveraging her deep relationships with the print and broadcast business press, and analyst and arbitrageur communities.

Earlier in her career Joele served as Vice Chairman of Abernathy MacGregor Frank, where she led the firm’s mergers and acquisitions and crisis communications practices, and as a Managing Director at Ogilvy Adams & Rinehart, a corporate and financial public relations firm. Joele spent seven years in AT&T’s treasury department and worked closely with the investment community during the divestiture of the Bell System. She began her corporate career as a senior financial analyst at Allied Chemical. Before that, Joele specialized in DNA replication as a research biochemist at the State University of New York at Stony Brook.

Joele received an AB in chemistry from Mount Holyoke College and an MBA in finance from Long Island University. She is a member of The Committee of 200, the Financial Women’s Association, The Economic Club of New York, and the Board of The Museum at FIT.

Joele Frank is associated with the following items:
Live Seminar  Live Seminar 50th Annual Institute on Securities Regulation, Wednesday, November 07, 2018, New York, NY
Live Webcast  Live Webcast 50th Annual Institute on Securities Regulation, Wednesday, November 07, 2018, New York, NY

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