Stagwell Aligns Communications and Advocacy Companies under first Global Chair Zac Moffatt

Rhea-AI Summary

Stagwell (NASDAQ: STGW) announced that Zac Moffatt will become its first Global Chair, Communications and Advocacy, unifying leadership of its communications and advocacy agencies including Allison, HarrisX, HUNTER, Consulum, SKDK, Sloane, and Targeted Victory.

The new vertical represents expected net revenues approaching $400m in 2025 and more than 1,500 employees worldwide. Targeted Victory, which joined Stagwell in 2017, has grown to over 230 employees and reported more than $100 million in annual revenue. Moffatt will report to CEO Mark Penn; Targeted Victory co-founders Abe Adams and Ryan Meerstein will continue to lead that agency.

Stagwell says the unified vertical will provide earlier access to technology and AI tools, stronger cross-agency talent alignment, and a more coordinated global client experience.

Positive

• Expected net revenues approaching $400m in 2025
• More than 1,500 employees across communications and advocacy agencies
• Targeted Victory grown to 230+ employees and $100m+ annual revenue

Negative

• None.

Key Figures

Comm & advocacy net revenue $400M (expected) Expected 2025 net revenues for new communications/advocacy vertical

Employees in vertical 1,500+ employees Global communications and advocacy agencies combined

Targeted Victory staff 2017 20 employees Headcount when Targeted Victory joined Stagwell in 2017

Targeted Victory headcount 230+ employees Current staff size cited by new Global Chair

Targeted Victory revenue $100M+ annually Current annual revenue level for Targeted Victory

Q3 2025 revenue $742.998M Q3 2025 revenue from latest 10-Q

Q3 2025 diluted EPS $0.09 Diluted EPS for Q3 2025 vs $0.03 prior year

Market Reality Check

$5.33 Last Close

Volume Volume 787,214 is about 85% below the 20-day average of 5.24M, indicating limited pre-news positioning. low

Technical Trading roughly in line with the 200-day MA ($5.31) and about 35% below the 52-week high of $8.18.

Peers on Argus

While STGW traded slightly lower (-0.37%) pre-announcement, key advertising peers in the static list (e.g., ZD, QNST, EEX) showed notable gains intraday, suggesting this leadership news appears company-specific rather than part of a sector-wide move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 25	AI partnership	Positive	-1.1%	Strategic partnership with Gradial to add agentic AI to marketing workflows.
Nov 25	Platform integration	Positive	-1.1%	UNICEPTA integration with Microsoft 365 Copilot for AI-driven reputation insights.
Nov 24	Privacy partnership	Positive	+2.8%	Partnership with Harvard OpenDP to add differential privacy to data platform.
Nov 24	APAC AI hub	Positive	+2.8%	Launch of Singapore hub to drive AI-enabled growth across APAC agencies.
Nov 20	Executive visibility	Positive	-0.2%	CEO Mark Penn to keynote WSJ’s 2025 CEO Council Summit on public opinion.

Pattern Detected

Recent strategic and AI-related announcements have produced mixed reactions, with a slight tilt toward small negative moves despite generally positive operational news.

Recent Company History

Over the last few weeks, Stagwell has highlighted multiple growth and technology initiatives. On Nov 24–25, 2025 it announced an AI-focused APAC hub in Singapore and partnerships with Harvard’s OpenDP and Gradial, as well as a Microsoft 365 Copilot integration via UNICEPTA. These moves position the group deeper into data, privacy, and AI-enabled marketing. Market reactions were modest, oscillating between roughly -1% and +3%. Today’s creation of a unified communications and advocacy vertical under a new Global Chair extends this theme of integration and scale across its network.

Regulatory & Risk Context

Short Interest

3.11%

0% 15% 30%+

low

Short interest of 3.11% of float with 7.51 days to cover suggests limited crowding on the short side, reducing the likelihood of extreme short-driven volatility around news.

Market Pulse Summary

This announcement formalizes a unified communications and advocacy vertical under a new Global Chair overseeing agencies with expected $400M in 2025 net revenues and over 1,500 staff. It extends Stagwell’s recent push into AI-enabled, integrated marketing solutions highlighted in prior partnerships and its APAC hub. From a fundamentals standpoint, recent filings showed growing revenue and EPS. Observers may watch how cross-agency integration, AI-powered tools adoption, and client wins in this vertical progress over coming quarters.

Key Terms

technology-enabled communications strategies technical

"New vertical leadership will build on decade-long success building technology-enabled communications strategies"

Technology-enabled communications strategies are methods that use digital tools and platforms to share information effectively and efficiently. They allow organizations to connect with their audiences—such as customers, employees, or investors—through channels like emails, social media, or messaging apps. For investors, these strategies matter because they can influence how quickly and clearly a company communicates important updates, potentially impacting perceptions and decision-making.

net revenues financial

"This group vertical represents expected net revenues approaching $400m in 2025"

Net revenues represent the total amount of money a company earns from its main business activities after subtracting refunds, discounts, and returns. It shows the actual income generated from sales that the company keeps. For investors, net revenues provide a clearer picture of a company's true sales performance and help assess its overall financial health.

advocacy agencies technical

"bring this same transformation across the rest of Stagwell's best-in-class communications and advocacy agencies"

Advocacy agencies are organizations that promote specific interests or causes by influencing public policies and decision-makers. They often work to sway government actions, regulations, or laws to align with their goals, much like a team lobbying for its preferred outcome. For investors, understanding advocacy agencies helps gauge potential shifts in policy that could impact markets or particular industries.

AI powered tools technical

"Give clients earlier access to the newest technology and AI powered tools, helping them reach the right audiences"

AI-powered tools are computer programs that use artificial intelligence to analyze data, make decisions, or perform tasks automatically. They work like highly skilled assistants, helping users solve problems more quickly and accurately. For investors, these tools can provide deeper insights and better predictions, potentially leading to smarter investment choices.

fractured media environment technical

"strategies and products that help clients break through in a fractured media environment"

A fractured media environment is one where information is spread across many different sources and platforms, making it hard to find consistent, reliable news. For investors, this can create challenges in getting a clear picture of market trends or economic conditions, leading to increased uncertainty and making decision-making more difficult. It’s like trying to follow a story that’s told differently by everyone you ask.

annual revenue financial

"over 230 employees and more than $100 million in annual revenue"

Annual revenue is the total amount of money a business earns from its sales of goods or services over the course of a year. It shows how much a company is generating from its core activities, similar to how a store's yearly sales indicate its overall business performance. Investors use this figure to assess the size and growth potential of a company.

Global Chair technical

"Moffatt will serve as Stagwell's first Global Chair, Communications and Advocacy"

A "global chair" is a high-level leader who oversees and guides the overall strategy and direction of a company or organization across all regions of the world. This role is important to investors because it influences the company's global performance, decision-making, and long-term growth prospects, much like a captain steering a ship through international waters. Their leadership can impact the company's success in different markets and its ability to adapt to changing global conditions.

AI-generated analysis. Not financial advice.

New vertical leadership will build on decade-long success building technology-enabled communications strategies

NEW YORK and WASHINGTON, Dec. 4, 2025 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, today announced it is unifying leadership of its global communications and advocacy companies under Zac Moffatt, currently CEO and Co-Founder of Targeted Victory. Moffatt will serve as Stagwell's first Global Chair, Communications and Advocacy.

In this new role, Moffatt will oversee the communications and advocacy agencies of Allison, HarrisX, HUNTER, Consulum, SKDK, Sloane, and Targeted Victory. This group vertical represents expected net revenues approaching $400m in 2025 and over 1500 employees across the world and serves some of the world's biggest brands and most influential advocacy organizations.

"Clients today need firms that know how to navigate political polarization, fragmented media, and increasingly dispersed sources of content and distribution," said Mark Penn, Chairman and CEO, Stagwell. "Zac has built and scaled one of the most successful communications businesses in the country by recruiting and retaining best-in-class talent and developing diversified, technology-driven revenue streams. He is the right leader to bring this same transformation across the rest of Stagwell's best-in-class communications and advocacy agencies."

"Our success comes from building and deploying strategies and products that help clients break through in a fractured media environment," said Zac Moffatt, Stagwell's Global Chair for Communications and Advocacy. "Targeted Victory joined Stagwell in 2017 with a staff of 20, since then we have grown more than tenfold, with over 230 employees and more than $100 million in annual revenue. I'm excited to work with this exceptional group of agencies to build on their strengths, accelerate growth, and create even more opportunities for our clients."

While Stagwell's agencies have long collaborated, today's marketplace demands more unified leadership. This new communications and advocacy vertical will:

• Give clients earlier access to the newest technology and AI powered tools, helping them reach the right audiences faster, shape coverage more effectively, and produce smarter content at scale.
• Build client teams with the strongest talent and capabilities across Stagwell, ensuring every engagement has the right specialists, insights, and products to solve their most complex communications challenges.
• Deliver a more seamless, coordinated client experience with faster turnarounds, tighter integration across disciplines, and a consistent standard of excellence worldwide.

Moffatt will report to Stagwell CEO Mark Penn effective immediately. Targeted Victory will continue to be led by co-Founders Abe Adams and Ryan Meerstein. 

Contact:
pr@stagwellglobal.com 

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/stagwell-aligns-communications-and-advocacy-companies-under-first-global-chair-zac-moffatt-302633500.html

SOURCE Stagwell Inc.

FAQ

What did Stagwell announce about leadership on December 4, 2025 regarding STGW?

Stagwell named Zac Moffatt as its first Global Chair, Communications and Advocacy, unifying several agencies under his leadership effective immediately.

Which agencies report to Zac Moffatt as Global Chair at STGW?

Allison, HarrisX, HUNTER, Consulum, SKDK, Sloane, and Targeted Victory will be overseen by Zac Moffatt.

How large is Stagwell's communications and advocacy vertical in 2025 (STGW)?

Stagwell expects the vertical to approach $400m in net revenues in 2025 and include over 1,500 employees globally.

Will Targeted Victory leadership change after the STGW announcement?

No; Targeted Victory will continue to be led by co-founders Abe Adams and Ryan Meerstein.

What growth metrics did Stagwell cite for Targeted Victory (STGW)?

Since joining Stagwell in 2017, Targeted Victory has grown to over 230 employees and more than $100 million in annual revenue.

What client benefits did Stagwell say the new communications vertical will deliver (STGW)?

Stagwell said the unified vertical will give clients earlier access to technology and AI tools, stronger cross-agency talent, and more coordinated global delivery.