The HA Team
our passion drives performance
Our team leverages broad experience across the sell-side, buy-side, and corporate landscape, advising both public and private companies. Client-focused and relationship-driven, we design and execute strategic investor relations programs grounded in capital markets discipline.
JONATHAN PATERSON
FOUNDER/MANAGING PARTNER
Jonathan brings extensive capital markets experience across both the buy-side and sell-side, having held senior roles at RBS, HSBC, and J.P. Morgan. On the sell-side, he spent more than 15 years working closely with US investors, including leading several high-performing Corporate Access desks. In doing so, he developed deep knowledge of the US, Canadian, and European institutional investor landscape while advising corporate management teams on investor engagement and IR best practices. Jonathan is also a regular contributor to IR Magazine and an active participant in the global investor relations community.
LISA MICALI
MANAGING Director
Lisa has deep capital markets and strategic advisory expertise, advising public and private companies, investment funds, and M&A transactions across multiple sectors including mining, oil and gas, technology, biotech, pharma, real estate, and infrastructure. She has led investor-facing strategy and positioning initiatives that align corporate objectives with capital allocator expectations. Most recently, as SVP of Marketing Communications at Woodbridge International - A Mariner Company, a global M&A firm, she directed global strategy supporting both sell-side and buy-side mandates. Earlier in her career, she held senior roles across media and technology firms in the US, France, and the UK. A former journalist, she brings disciplined messaging and sharp narrative judgment to every engagement.
MATTHEW KELLY
MANAGING Director
Matt has built his career across investor relations, corporate communications, and institutional equity sales. He most recently served as Managing Director at LifeSci Advisors, where he advised more than 25 life science clients, helping shape their messaging, connect with the appropriate institutional investors, meet their financial goals and effectively navigate the market. Earlier in his career, Matt held senior roles at First Analysis and Sidoti & Company, leading institutional sales efforts and building long standing relationships across the buy-side. He brings extensive capital markets expertise and a track record of positioning companies to effectively engage investors while supporting long-term, sustainable value creation.
Robert sellers
Director
Rob is a graduate of Fordham University in New York with a degree in Political Science. He brings a rich and diverse background in Public Relations and B2G marketing, with demonstrated expertise in crafting corporate communications and effectively managing social media portfolios. His passion lies in collaborating with clients to produce impactful content and developing bespoke communication strategies aligned to their mission. He possesses a remarkable ability to distill complex concepts into easily understandable information. His focus on social media leverages his extensive experience in Public Relations and Marketing to enhance our client's strategic outreach.
JONATHAN PATERSON
FOUNDER/MANAGING PARTNER
Jonathan brings extensive capital markets experience across both the buy-side and sell-side, having held senior roles at RBS, HSBC, and J.P. Morgan. On the sell-side, he spent more than 15 years working closely with US investors, including leading several high-performing Corporate Access desks. In doing so, he developed deep knowledge of the US, Canadian, and European institutional investor landscape while advising corporate management teams on investor engagement and IR best practices. Jonathan is also a regular contributor to IR Magazine and an active participant in the global investor relations community.
LISA MICALI
MANAGING Director
Lisa has deep capital markets and strategic advisory expertise, advising public and private companies, investment funds, and M&A transactions across multiple sectors including mining, oil and gas, technology, biotech, pharma, real estate, and infrastructure. She has led investor-facing strategy and positioning initiatives that align corporate objectives with capital allocator expectations. Most recently, as SVP of Marketing Communications at Woodbridge International - A Mariner Company, a global M&A firm, she directed global strategy supporting both sell-side and buy-side mandates. Earlier in her career, she held senior roles across media and technology firms in the US, France, and the UK. A former journalist, she brings disciplined messaging and sharp narrative judgment to every engagement.
MATTHEW KELLY
MANAGING Director
Matt has built his career across investor relations, corporate communications, and institutional equity sales. He most recently served as Managing Director at LifeSci Advisors, where he advised more than 25 life science clients, helping shape their messaging, connect with the appropriate institutional investors, meet their financial goals and effectively navigate the market. Earlier in his career, Matt held senior roles at First Analysis and Sidoti & Company, leading institutional sales efforts and building long standing relationships across the buy-side. He brings extensive capital markets expertise and a track record of positioning companies to effectively engage investors while supporting long-term, sustainable value creation.
Robert sellers
Director
Rob is a graduate of Fordham University in New York with a degree in Political Science. He brings a rich and diverse background in Public Relations and B2G marketing, with demonstrated expertise in crafting corporate communications and effectively managing social media portfolios. His passion lies in collaborating with clients to produce impactful content and developing bespoke communication strategies aligned to their mission. He possesses a remarkable ability to distill complex concepts into easily understandable information. His focus on social media leverages his extensive experience in Public Relations and Marketing to enhance our client's strategic outreach.
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Facing a capital markets challenge or preparing for a pivotal event? Let’s discuss what comes next.