September 24, 2013

Addison announces acquisi …

NEW YORK: Addison, the independent branding, sustainability and digital communications
design firm with a heritage in annual reporting and information simplification, today
announced it is acquiring Wechsler Ross & Partners, the preeminent branding and
communications firm specializing in the investment business, and will merge the two
businesses under the Addison name.

Wechsler will be integrated into Addison by adding two new practices to Addison’s service
offer, focusing on financial marketing communications and customized branding for financial
advisors and other professionals. The financial marketing practice will go by the name Addison
Wechsler.

The merger of Addison and Wechsler will provide a diverse range of services to their Fortune
500 and financial services clients. Addison is celebrating its 50th year in business and
Wechsler its 29th. The Wechsler business will move into Addison’s Wall Street offices.

Leslie Segal, co-founder of Addison said: “I am delighted by this merger of two great
companies with a shared heritage. Arnold Wechsler worked with me in the 1970s and founded
Wechsler from our offices in 1985. He and his team created a lasting business with a strong
focus on investment brands before his tragic death in 2011.”

Dan Ross, CEO of Wechsler and a principal since 1994, will be a Senior Vice President at
Addison leading the two new practices—Addison Wechsler Financial Marketing and Advisor
Custom Branding—with the same teams that served their clients at Wechsler.

“I am thrilled to join forces with a storied firm like Addison,” Ross said. “Our clients will now
have access to an exceptional range of services, talent and resources that has no equal in the
business. Arnold would have been proud to see this happen.”

Roger Byrom, CEO of Addison, said: “It’s terrific that Dan and his team are joining Addison.
They have done an amazing job serving their clients whilst recovering from Arnold’s sad
passing and navigating challenging market conditions. I am confident they will be even better
able to serve their clients from Addison. Together, our deep experience, excellent people and
breadth of services will add strategic value and creativity to all our clients.”

For further information: 162.242.237.219/blog/wechsler/
Roger Byrom: 917 885 7212
Dan Ross: 212 924 3337

Notes to Editors:
Addison, the independent branding, sustainability and digital communications design firm
with a heritage in annual reporting and information simplification, today announced it is
acquiring Wechsler Ross & Partners, the preeminent branding and communications firm
specializing in the investment business, and will merge the two businesses under the Addison
name.

Clients include: AB InBev, American Express, Blackstone, Citi Private Bank, Comcast,
GE, Honeywell, Kimberly-Clark, Liberty Mutual, Merck, Nike, PepsiCo, Stryker and Yahoo!

Wechsler is a creative marketing consultancy specializing in investment brands. For more than
25 years, Wechsler has helped asset managers and wealth managers solve tough
communications problems and create memorable marketing.

Clients include: Ariel, Bank of America, Calvert, Equinox Funds, First Reserve, Forward,
Merrill Lynch, Oaktree, PIMCO, Rainier, Regent Atlantic, Synovus, Tradeweb, T. Rowe Price
and U.S. Trust.

Addison will now provide its clients with a comprehensive range of services, including:

Branding
Our branding specialists help organizations define what they stand for in unique, simple terms,
and bring these ideas to life through powerful brand execution that inspires everyone it
touches—from employees and recruits to customers, investors, the media and Main Street. Our
expertise spans brand evaluation / brand strategy / brand architecture / naming and taglines /
logo design / brand look & feel / brand guidelines / messaging strategy / communications
planning and implementation planning.

Stakeholder Communications
Addison is the creative resource for some of the world’s most respected companies, who turn
to us when they need innovative thinking and integrated digital and print media. Specialists for
50 years in annual report design and development, we create high-impact communications by
turning business strategy into clear information and powerful visual messages for the modern
world. We are at the forefront of transitioning traditional corporate communications into
targeted, multichannel experiences for the next generation of stakeholders.

Sustainability Communications
Our Sustainability team specializes in engaging and inspiring stakeholders around CSR and
sustainability initiatives through appropriate channels. We provide comprehensive services,
from defining strategy and producing GRI-based reports to creating memorable interactive
experiences and promoting messages through social media. Our Global Reporting Initiative–
trained strategists have produced best practice reports for some of the world’s most respected
companies. Whether our clients are focused on water usage, energy efficiency, public health,
government policy or supply chain management, our experienced team can transform their
complex reporting into clear messages and compelling creative.

Digital Communications
Addison’s digital directors create strategically grounded, delightfully engaging and
technologically appropriate digital media to meet each client’s unique communications needs.
Our digital media services can scale to suit organizations of all sizes, from smaller not-for-profits
to some of the world’s largest multinationals.

Simplified Communications
Clarity is the essence of simplification. Our strategists, information designers and plain English
writers specialize in streamlining marketing, customer and functional communications (print
and digital) for maximum impact and ease of use. We recommend the right combination of
media and tactics to drive business goals and meet user needs. The result? More effective
communications at a significantly reduced cost.

Addison Wechsler Financial Marketing
Our financial marketing team is the successor to Wechsler Ross & Partners, the preeminent
branding and communications specialist to the investment industry. For nearly 30 years, it has
helped asset managers, wealth managers and other investment organizations solve tough
marketing problems and create memorable communications.

Advisor Custom Branding
Addison creates customized brands and communications for financial advisors and other
professionals in large organizations. Working hand-in-hand with senior management, we
develop guidelines for the entire team and work closely with professional representatives to
define their personal value propositions, build regional brands and create communications that
grow their business.

Not For Profit
Addison is experienced in serving the particular needs of not-for-profit organizations and
foundations. Through distinctive brand positioning, compelling communications and powerful
design execution, we can help distinguish your organization, build awareness, and engage
donors and other stakeholders. Our expertise in information design, CSR consulting and social
media strategy is also a valuable resource for not-for-profit communications teams. We are
dedicated to bringing Strategy Made Visible® to our not-for-profit clients.