What we do

What we do


We Build Strategies to Win the Support of Your Investors

We provide independent, investor-focused advice to help public company management teams and boards build strong, productive relationships with institutional investors – in particular with governance teams that determine voting decisions

We prepare clients to proactively assess governance pressure points, address shareholder concerns, and avoid contested situations

We advise clients on effective investor engagement strategies to secure their objectives in proxy fights, hostile takeovers, and other high-stakes votes

How we help our clients succeed with their investors:

Assess key risks relating to strategic and governance matters

Develop engagement strategies to proactively address potential investor challenges

Enable clients to secure investor support in complex votes and contested situations

Facilitate client efforts to build strong relationships with the institutional investor governance community

Provide insights into shifts within the corporate governance and investor landscape

Ensure that clients are deploying shareholder engagement best practices




Proactive Advisory Services

  • Shareholder Engagement
  • Corporate Governance Advisory
  • Investor-based ESG Analysis
  • Complex IR Strategy

Shareholder Vote Campaigns

  • Say-On-Pay
  • Director “Vote No”
  • Governance Proposals
  • Environmental & Social Proposals

Contested & Complex Situations

  • Activism Defense
  • Hostile M&A
  • Complex “Friendly” M&A
  • Defense Preparedness

We provide a full spectrum of support in shareholder and governance matters. Our services are distinct because they are informed by our team’s unique multidimensional perspective.