A full range of advisory and meeting support services designed to streamline your investor meetings or events, ensuring a successful outcome.

Investor intelligence, governance, executive compensation and proxy solicitation services in support of your meeting vote.

Tailored information agent services for voluntary events, with campaign strategies focused on maximizing participation.

Comprehensive vote reporting and projection services that integrate with proxy solicitation and campaign management, offering insights into voting trends and strategies for effective response when needed.

Contested situations encompass the superset of our services - in supercharged mode. Success in these high-stakes environments hinges on deep knowledge and experience, anticipating the opposition's moves, and preparing for every possible outcome.

Expert offensive and defensive strategic advisory services to navigate complex challenges.

In-depth vulnerability assessments of competing visions for the company, including analysis of messaging and director nominees.

Tailored communication strategies utilizing multi-channel engagement and targeted vote solicitation to effectively influence outcomes.

Comprehensive identification of securities ownership, including a clear understanding of decision-makers for institutional shareholders, specifying the circumstances under which decisions are made for each identified fund.

In-depth analysis of shareholder activity, including the identification of those building positions and those divesting.

Investor profiling, where applicable, to assess investment styles, institutional proxy voting policies, and historical voting behavior on resolutions.

Detailed geographic analysis of shareholders, accompanied by an independent report to support regulatory compliance and reporting requirements.

Activism analysis - identifying shareholders with known activist tendencies, those who have supported activists, and those who abstain from voting in contested scenarios—providing valuable insights for activism advisory services.

Availability of shareholder survey services to gather additional insights.

Expert guidance on all governance policies and emerging market trends.

Comprehensive review of draft disclosures against Proxy Advisors (ISS & Glass Lewis) guidelines and institutional shareholder policies. Strategic recommendations to enhance disclosure to maximize support with ability to project shareholder support on resolutions.

Executive compensation modeling using ISS and Glass Lewis frameworks, including recommendation projections for Say on Pay resolutions and shareholder support analysis.

Equity plan assessment against the ISS scorecard, with strategic guidance on setting an optimal plan reserve while maintaining shareholder support. Insights into institutional policies exceeding the requirement of Proxy Advisors.

Specialized advisory for issuers receiving less than 80% shareholder support on any resolution, including root cause analysis, available governance improvements, disclosure enhancements, and shareholder engagement strategies. Guidance on and/or management of a shareholder responsiveness engagement campaign, including working with board members to prepare for engagement discussions.

Full suite of advisory services tailored to your transaction.

Mitigate risks, ensuring alignment with Proxy Advisors and institutional shareholders by engaging with us early in the process.

Strategic review of draft disclosure to present the strongest case for the transaction.

Full suite of communications support.

Direct solicitation of shareholders to secure support for the transaction.

Available agency roles in support of a seamless closing post-approval.

Range of advisory and agency services in support of your corporate actions.