LHA

What LHA does

LHA is a privately held investor relations advisory firm founded in 1984 and headquartered in New York, with additional senior presence in Los Angeles. The firm provides strategic counsel to public companies on investor communications, capital markets positioning, and shareholder engagement, serving as a long-tenured specialist in a relationship-driven advisory category. The leadership group is anchored by founding partner and CEO Keith L. Lippert and founding partner John W. Heilshorn, supported by a bench of senior vice presidents and principals (Becky Herrick, Harriet C. Fried, Kim Sutton Golodetz, Jody Cain) and a CFO/principal (Peter Mirabella), with additional vice presidents based in New York (Carolyn Capaccio). The firm operates with 11-50 employees, consistent with a boutique professional services model focused on high-touch client engagements rather than volume-based delivery. No pricing model, productized service tiers, technology platform, or revenue figures were disclosed in the source material. The business is private, founder-led, and operates without disclosed institutional or PE ownership.

Name

LHA

Legal name

Alliance Advisors IR

Website

https://lhai.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

LHA is a privately held, New York-based investor relations advisory firm founded in 1984 that provides strategic counsel to public companies on investor communications, capital markets positioning, and shareholder engagement.

Ownership category

akta.pro rank

Product category

Investor Relations Advisory Services

NAICS

Administrative Management and General Management Consulting Services (541611), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Business Process & Digital Transformation Consulting (BPAEAAAD)

akta.pro secondary industry

Account-Based Marketing (ABM) Services (BPAFAKAG)

Keywords

• Investor relations advisory
• Capital markets consulting
• Strategic communications
• Corporate public relations
• Strategic advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Core offering

LHA is a boutique investor relations advisory firm providing consulting services to corporate clients. It manages investor communications, capital markets strategy, marketing/PR, and board-level strategic advisory. Engagements are delivered by senior partners and principals across U.S. and Canadian offices.

Product overview

Alliance Advisors IR is a one-stop-shop investor relations advisory firm offering a unified suite of consulting services. The company provides four interconnected service lines: Investor Relations (core communication and relationship management), Capital Markets (capital-raising strategies), Marketing & PR (messaging and market perception), and Strategic Advisory (board-level guidance). These services work together to deliver disciplined strategies for managing client communications and capital market relationships, with the goal of aligning market perception with true value to ensure clients gain recognition they deserve.

Differentiator

Problem solved

Functional benefit

Products and services

• Investor Relations Strategic consulting service helping public and pre-IPO corporate clients manage investor communications, market perception, and capital market relationships to maximize recognition and shareholder value.
• Capital Markets Advisory services focused on capital markets strategies, helping clients optimize their approach to raising capital and engaging with institutional investors.
• Marketing & PR Public relations and marketing communications services designed to build market trust, improve key messaging, and shape investor perceptions.
• Strategic Advisory High-level strategic consulting to help clients align market perception with true value creation and drive growth.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct peers

• ICR (ICR Inc.): ICR is a leading publicly traded investor relations and strategic communications advisory firm serving U.S. and global public companies — the closest scaled direct competitor to Alliance Advisors IR's core IR and capital markets advisory offering.
• Brookline Public Relations (Brookline Capital Markets affiliate): Brookline is a boutique financial communications and IR advisory firm affiliated with capital markets execution capabilities — directly comparable in IR advisory service mix and small/mid-cap issuer focus.
• Alpha IR Group: Alpha IR Group is a boutique investor relations advisory firm serving small- and mid-cap public companies, with a similar service mix (IR consulting, capital markets support) and comparable client-size focus to Alliance Advisors IR.
• Gasthalter & Co. Gasthalter & Co. is a strategic communications advisor specializing in IR, M&A, activism, and capital markets situations — a comparable boutique advisory serving public companies with complex strategic communications needs.
• Hayden IR: Hayden IR is a full-service investor relations firm providing IR consulting, earnings support, and shareholder communications to small- and mid-cap public issuers — directly comparable in service scope and client profile.
• Lambert (Lambert Global): Lambert is an integrated investor relations, public relations, and capital markets advisory firm serving mid-market public and private companies — directly comparable across all four of Alliance Advisors IR's service lines.

Emerging players

• Q4 Inc. Q4 Inc. is an IR software and services platform providing investor relations workflow, analytics, and communications tools to public issuers — adjacent to Alliance Advisors IR as an enabling technology and partial-service provider to the same client base.

Regional players

• Three Cheers IR: Three Cheers IR is a U.K.-headquartered investor relations advisory serving AIM- and main-market-listed companies; comparable IR advisory service model with a primarily U.K./European client base versus Alliance Advisors IR's North American focus.
• Long Harbour (now Harbour Access): Long Harbour / Harbour Access is a financial communications and investor relations advisor focused on Canadian and U.S. issuers — comparable IR advisory model with a similar North American small/mid-cap client base, making it a meaningful cross-border peer.

Broad incumbents

• Edelman (Edelman Financial Communications & Capital Markets): Edelman's financial communications and capital markets practice provides IR, M&A communications, and capital markets advisory within a much larger global PR holding company — overlapping capabilities but not specializing in the small/mid-cap IR niche Alliance Advisors IR serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lha-lippert-heilshorn
• Xx.com/LHA_IR_PR

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LHA