How we help
How we help
Bankers & Advisors
The most experienced shareholder intelligence team in Europe – unparalleled levels of disclosure and accuracy – complemented by best-in-class Proxy Solicitation to deliver seamless solutions.
“Investor Update was founded with a single mission: to be the most professional, timely and creative shareholder intelligence consultancy for our clients. We offer corporate IR teams and their advisors the most accurate and up-to-date shareholder intelligence in the market.”Patrick Mitchell
The key questions we help bankers and advisors answer about their clients’ investors include:
To engage with shareholders you need to know who they really are.
Accuracy and detail are crucial to enable comprehensive investor engagement – which institution, which fund, which fund manager. All too often, we see incomplete or inaccurate Shareholder ID reports, which immediately places a corporate and its advisors on the back foot. Investor Update has the experience and expertise to deliver accurate Shareholder IDs that give you the full picture, complemented by our Proxy Solicitation team to maximise shareholder support when it matters.
Early engagement with activists can lead to more constructive dialogue.
Understanding the identity and intentions of an activist early in the process usually leads to a more constructive and less public dialogue. Key to this is understanding who the activists are, how and where they build their positions, and which other investors are likely to support them. Investor Update is able to identify and track these investors to ensure management and their advisors can engage with key decision-makers.
Monitoring movements during a transaction can identify potential issues.
M&A transactions result in huge churn in shareholder registers, with the inevitable entry of event funds to replace many Long Only and retail investors that often sell well before closing. Investor Update has the experience to identify and track these event funds, including which accounts and brokers they trade through, to highlight any potential concerns as early as possible. The combination with our experienced Proxy Solicitation team gives you and your client the highest chance of success.
The combination of vast experience in shareholder intelligence and capital markets, regulatory know-how, peerless buy-side relationships and an unwavering commitment to our corporate clients is unique and is validated by every project we complete.