Lambert & Co. Names Walter Ward III Chief of Staff

National award-winning public relations, investor relations and integrated marketing firm, Lambert & Co., has named Walter Ward III chief of staff. Continuing to break agency norms, this strategic hire aims to maximize internal operations, merger and acquisition integration, and accelerate new services and innovation for the firm’s growing family of companies, which includes EQUALSING, TiiCKER, 9thWonder and Camber Engage.

In this new role, Ward will be responsible for overseeing strategic initiatives on behalf of the firm’s CEO, Jeff Lambert. This includes spearheading the execution of business operations and managing Lambert’s strategic plan and M&A pipeline.

“I’m fired up to bring Walter into Lambert and our family of companies to allow me to scale my time and our growth, and landing a comms-educated MBA couldn’t be more aligned with our future,” said founder and CEO Jeff Lambert. “Walter will be a key voice and decision maker for our growing cross-functional teams as we evolve beyond our PR and IR roots into a landscape of integrated marketing and capital markets expertise. His extensive experience will help us ramp up a business model that we created to challenge the industry as we know it, with the launch of disruptors such as TiiCKER and EQUALSIGN and more on the way.”

Prior to joining Lambert, Ward worked at the management consulting firm MorganFranklin in Washington D.C. where he most recently led two multi-million-dollar credit card technology transformation projects for a $350 billion bank, overseeing technical teams, stakeholder management and communications. Before that, he provided strategic execution counsel to a number of large-scale financial service firms as a management consultant for BTS, USA in New York.
Ward also worked for one of the largest healthcare insurance providers where he was responsible for the redesign and management of the company’s enterprise performance dashboard process for the offices of the CEO and board of directors. Additionally, Ward has extensive experience as an auditor focused on operational control deficiencies and process improvement for a multi-billion-dollar automotive manufacturing company.

“I am excited to be part of the growing Lambert team and aim to be a transformational leader by empowering my colleagues and providing them with the tools and resources necessary for success not just in communications, but in c-suites and board rooms,” said Ward. “I was inspired by the growth and momentum at the firm and its family of companies and look forward to creating space for our team to thrive.”

Ward holds a Master of Business Administration degree from Emory University’s Goizueta Business School in Atlanta and a Bachelor of Arts degree in advertising from Michigan State University.

About Lambert
Lambert & Co. is a national, award-winning public relations, investor relations and integrated marketing firm with clients and offices nationally. Lambert is a top-50 PR agency in the U.S. and a top-10 financial and investor relations firm. Lambert has earned Firm of the Year honors from PR Week and PRNews, been recognized as a top-5 private equity communications agency by The Deal and is the reigning winner of the Sabre Crisis Campaign of the Year. Lambert is a founding partner in TiiCKER, a consumer shareholder marketing and perks platform; EQUALSIGN, a DEI consulting and diverse board development firm; and a global partner in PROI Worldwide, the largest partnership of independent PR firms in the world spanning 120 cities on five continents.

Lambert & Co. Expands Sales Team to Include Two Industry Veterans

Lambert is bolstering its new business operations with the hiring of Sarah Smith and Karen Keller. The duo will be responsible for strategic growth initiatives to attract and cultivate major clients across industry sectors on behalf of Lambert and its family of companies. Serving as vice president of sales, Smith brings over a dozen years of business development, strategic planning, and integrated marketing experience. She joins Lambert from Olympia Entertainment and The District Detroit. Keller brings more than two decades of experience and a balanced financial and marketing perspective as director of sales for Lambert’s capital markets and investor relations practice.

LAMBERT PARTNERS AND CO-INVEST WITH GLOBAL MARKETING & AD AGENCY 9THWONDER

HOUSTON – Continuing to break the agency norm, 9thWonder and Lambert & Co. today announced an innovative joint venture and co-investment aimed at building the integrated agency of the future. The partnership and capital infusion aims to accelerate the growth of both companies, deepen 9thWonder’s communications, public relations and multicultural market reach, and fund future acquisitions in the U.S. and internationally.

Hispanic-owned 9thWonder is among the nation’s leading marketing and brand strategy firms with offices in Houston, Dallas, Denver, Los Angeles, New York, Argentina and Vietnam. A team of more than 180 professionals support clients in 9thWonder’s consumer, food & beverage, sports & entertainment and B2B practices, and in consumer X — its Hispanic and multicultural marketing unity. Lambert is a national, award-winning public relations, investor relations and integrated marketing firm with clients spanning the globe including the North American International Auto Show, Green Giant Fresh, Bell, The Shyft Group and Faurecia.

“Our focus over the past two years has been to acquire and integrate a collection of complementary agencies, but always with an eye toward a bigger vision of a new business-impact-centric agency model with partners invested in one another and with a shared focus on marketing and communications that deliver to the bottom line,” said Jose Lozano, CEO of 9thWonder. “We found this like-mindedness and similar track record of success in Lambert, and together we can bring best-in-class expertise to our client rosters, and new scale and significance for our teams.”

As part of the strategic investment and joint venture, Lambert acquired the PR practice of 9thWonder. The team will remain based in Houston, adding a Southern hub to the firm’s offices in Michigan, New York and Arizona. Likewise, 9thWonder adds world-class marketing, creative and ad buying firepower to Lambert’s clients and practices in automotive & mobility, consumer, education & social impact, healthcare, investor relations & capital markets, and public affairs.

Additionally, within Lambert’s family of companies is Black and woman-owned diversity, equity and inclusion consulting and diverse board development firm, EQUALSIGN, who will join with 9th Wonder’s Consumer X team to offer a full-spectrum of multicultural marketing and environmental, social and corporate governance (ESG) expertise. This is a key element in the partnership and one that both firms feel is extremely important for the future landscape of businesses and marketing.

“We are excited to invest in 9thWonder as part of the growing Lambert Family of Companies and believe this unique agency partnership and co-investment model will be another catalyst in our accelerating growth,” said Jeff Lambert, founder and CEO of Lambert. “Jose and the 9thWonder team are a perfect complement to our offerings in PR, investor relations, crisis communications and diversity consulting; their office network is a hand-glove fit with our regional hubs in Michigan, Arizona and New York, and we both have an active M&A strategy that we believe will be compelling to owner entrepreneurs looking for an alternative to the agency networks.”

As part of the agreement, Jeff Lambert will join the 9thWonder board. Joining Lambert in the deal is an investor group led by Monika Mantilla, a fund manager and capital markets leader with a proven track record of investing in minority, women-led and diverse-owned companies as well as owners and entrepreneurs located in low or moderate-income (LMI) communities. Other terms of the deal were not disclosed.

“We see tremendous potential with the 9thWonder team and their proven multi-market platform and felt the time was right to accelerate their growth with our strategic capital and connections,” said Mantilla. “Our commitment to diverse entrepreneurs and companies, coupled with a shared alignment as Hispanic founders and leaders with complementary national platforms, make this a tremendous opportunity.”

Lambert Acquires New York Banking And Financial Services Firm Casteel Schoenborn Investor Relations Corporate Communications

DETROIT, Mich., January 14, 2020 – Lambert & Co., a top-10 investor relations firm and a top-5 private equity communications agency nationally, today announced the acquisition of Casteel Schoenborn Investor Relations & Corporate Communications. The deal marks Lambert’s seventh transaction and second in the last two months.

The transaction advances Lambert’s strategy to be the nation’s leading integrated investor relations and public relations firm for emerging and established market leaders through organic growth, acquisitions and innovation. Terms of the deal were not disclosed.

“The Casteel Schoenborn team has built a tremendous business offering strategic guidance to publicly traded regional and community banks and other U.S. financial services firms, making them a perfect fit to accelerate our strategic plan and bolster our IR and financial services sector expertise,” said Jeff Lambert, founder and CEO. “Their unique approach, enduring partnerships with management teams and vast experience set enhances our current client roster and creates a true financial services powerhouse.”

Casteel Schoenborn serves public and private enterprises, private equity firms and their legal and financial advisors in other industries nationwide, advising on a wide range of issues including mergers and acquisitions, divestitures, public offerings and private placements, regulatory enforcement actions and litigation, governance issues, as well as special situations and crisis communications. Casteel Schoenborn’s professionals have worked with publicly held firms with market capitalizations ranging from under $100 million to more than $80 billion to execute IR and communications programs that achieve corporate objectives and secure full and fair valuation for the companies’ shares.

Casteel Schoenborn is based in Williamsville, N.Y. and its team is joining Lambert as part of the transaction, with principals Lynn Casteel and Jeffrey Schoenborn named managing directors.

“Joining Lambert provides us additional scale and access to talent across its network of offices in Michigan, New York City and Phoenix,” Casteel said. “Our team is excited to leverage the additional breadth of industry expertise and integrated communications capabilities for our client, as well as contribute to the success of Lambert’s clients on each end of the capital markets spectrum – from pre-revenue companies raising their first round of capital to well-established publicly traded corporations. We have advised numerous U.S. financial services companies over the years, with a strong emphasis on banking, and look forward to this next chapter in our business to provide a broader array of services that clients seek.”