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Public Relations Case Studies
Gramercy Capital Management: The Shattan Group

Gramercy is a Wall Street money management firm representing a select clientele of 1/2 million dollar or  more investors. Gramercy centers around Joan Lappin, its president, founder and chief investment analyst. a former Business Week top 50 women in industry and a 35-year veteran of Wall Street, Joan was looking to return to full-time money management and rebuild her clientele.

Under my management Joan was quoted in CFO Magazine, appeared on CNBC, as well as guest wrote the Heard From the Buy side column in Red Herring Magazine, had a pull-quote and picture in the Forbes Investment Guide special issue and was the focus of a 100 Grand column in Delta Sky -- the airlines in-flight magazine.

The Shattan Group (TSG) was a specialized or boutique Private Equity Investment Bank geared toward raising second round investment capital for mid-size growth companies perhaps looking to buy out an owner or where a good management team wants to expand but does not want to cede control of its company.

I provided full-service public relations for TSG with the desired result of singling the group, and especially Thomas Shattan, out as the experts regarding its niche market.

I arranged meetings with various reporters from publications including Forbes, the Wall Street Journal and Business Week. Arranged interview with CNNfn's Tony Guida; developed contact and potential customer lists, created and designed national advertisements, wrote copy and designed promotional material for new website.

As the 1990's Bubble burst, this article I arranged in Delta Airlines' in-flight magazine was credited by Joan Lappin for saving her firm.


(right click to save and view file)


Made all inquiries and arrangements for a six-minute interview with Tony Guida on his weekly show Entrepreneurs Only. Worked closely with Tom Shattan to coach and prepare him for the interview.

Worked very closely with Associate Editor Jim Clash to get coverage in Forbes special issue Investment Guide (remains on newsstand for entire month). Although we did not get expected coverage, client was pictured and had two pull quotes.

Made all arrangements for client to guest write the Heard From the Buyside column -- when Red Herring was in it's hey-day.

Joan Lappin's response to my request for a note of recommendation.

Website Announcement

Corporate Mailings:

Worked closely with top management to write targeted mailing used on client's website.

(Acrobat Reader required)


Designed and completely created National print ad.