We provide clients and their advisors with the diagnostics required for accurate assessments of the risks posed by shareholder activism and for the proper planning of investor outreach programs to marshal requisite levels of shareholder support in complex and contested proxy solicitation campaigns, including M&A transactions and proxy contests for board representation and control.
Our strategic advice flows directly from our own due diligence regarding share ownership, including projections of likely voting by shareholders based on, among other things, a proprietary data base of voting by institutional investors (together with the analytics required to interpret the data correctly) and extensive prior experience in numerous similar campaigns. Our analyses illustrate the overall nature and scope of the challenges posed, while highlighting alternative paths to optimal outcomes based on likelihood of success.
We also develop, implement and coordinate comprehensive and multifaceted investor outreach programs to maximize shareholder support. Our campaigns are matched carefully to the individual needs of our clients and we routinely assist clients and their advisors with timely adaptations to company-specific, industry and market developments and trends, including (importantly) ongoing and anticipated changes in share ownership.