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NEW YORK, April 19—Lisbeth (Betsy) Brod, formerly of Morgen-Walke Associates, has formed Brod Group, a boutique investor relations firm that will provide counsel, strategic positioning and communications, and targeted Wall Street relationship building for public and pre-IPO companies. Brod will be joined by her former Morgen-Walke colleague Jonathan Schaffer, a partner with the firm.
Brod plans to distinguish the firm by offering clients specialized services through individualized programs designed to achieve fair stock valuation, adhering to a “principal-to-principal” approach that emphasizes senior-level consultants working with senior-level company management. The two partners will also work with clients to ensure proper positioning of company strategy and material developments.
Says Brod, “The formation of this new venture enables us to focus on what we believe is the most rewarding aspect of investor relations: generating client satisfaction through tangible results. We have worked together as a team for several years and attribute our success to date to our proven skills as hands-on IR practitioners coupled with a firm understanding of Wall Street’s perspective acquired through direct interaction with investors.”
Brod spent the last 10 years with Morgen-Walke in New York, most recently as a partner and managing director. Prior to joining Morgen-Walke, she worked for a French investment bank as well as on the investment side of the Equitable Life Insurance Society of America. Schaffer spent seven years at Morgen-Walke, most recently as a vice president.
Brod plans to distinguish the firm by offering clients specialized services through individualized programs designed to achieve fair stock valuation, adhering to a “principal-to-principal” approach that emphasizes senior-level consultants working with senior-level company management. The two partners will also work with clients to ensure proper positioning of company strategy and material developments.
Says Brod, “The formation of this new venture enables us to focus on what we believe is the most rewarding aspect of investor relations: generating client satisfaction through tangible results. We have worked together as a team for several years and attribute our success to date to our proven skills as hands-on IR practitioners coupled with a firm understanding of Wall Street’s perspective acquired through direct interaction with investors.”
Brod spent the last 10 years with Morgen-Walke in New York, most recently as a partner and managing director. Prior to joining Morgen-Walke, she worked for a French investment bank as well as on the investment side of the Equitable Life Insurance Society of America. Schaffer spent seven years at Morgen-Walke, most recently as a vice president.
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Financial Communications
