For Bankers
Actionable, value-driven insights into your clients’ key shareholders. Find their investors, track activists and their supporters, engage with them – giving you the first-class information you need.
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.

Quite often, getting the deal hinges on having better information than anyone else.
This is particularly the case for M&A defence where the vote can go down to the last few shares. Investor Update excels in supplying the crucial information you need about your clients’ investors to enable you to give the right advice, to identify issues or opportunities, to make deals happen.
The right information leads to the right results.
Accurate and detailed shareholder intelligence allows you to identify and confront potential issues early, whether it is an activist entering the register or a proliferation of event funds with differing intentions – and engaging with these investors to ensure the right outcome. Confidence in the analysis means confidence in the advice you give.
“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:
Who are our client’s investors exactly, by institution and fund, and what are their intentions?
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.
Can we identify and track activists and their supporters early to allow proactive engagement?
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.
Which investors are buying and selling and what impact will that have on our client’s ambitions?
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.
Patrick Mitchell
Managing Partner
Case studies
Bankers & Advisors
M&A

Intensive Shareholder Intelligence across German and US listings.
Regular, full Shareholder IDs and updates since October 2019 enabling management and IR to engage proactively with investors. Analysis continued post-bid, including board reports and tracking event funds, with a shift to monitoring activists once the deal fell away.
Activist Tracking

Activist tracking ahead of the Annual General Meeting.
Investor Update tracked numerous activists and investors thought to be influenced by activists that our client was concerned about in the months leading up to its AGM. The incumbent Shareholder ID provider was unable to provide the desired analysis. However, Investor Update had the regulatory know-how and buy-side relationships to get accurate and timely disclosure.
M&A

Investor Update supported BME pre- and post- SIX Group acquisition bid.
An existing client, BME engaged Investor Update to deliver further analysis once SIX Group bid for it, highlighting significant shifts from the pre-bid shareholder base, including a proliferation of event funds, as well as helping to identify outstanding shares not initially acquired by SIX Group.
Services
Our Shareholder Intelligence
Services Include:
Global
Share ID
Unparalleled analysis of your shareholder base forms the foundation of a successful IR strategy.
Activist
Tracking
Identify and track activist investors and their supporters in real-time.
Investor
Benchmarking
Measure the quality of your shareholder base vs peers and identify opportunities for improvement.
ESG
Benchmarking
In-depth analysis of current levels of ESG investment vs peers and identification of key ESG targets.
Investor
Targeting
Expand your investor universe effectively: meet the right people at institutions and funds that match your profile.
Investor
Perception
Access unbiased sentiment and feedback from the buy- and sell- side to help optimise your story.
Proxy
Solicitation
Effectively communicate with your shareholders ahead of critical corporate actions.
Discover More
Speak to a member of our team on +44 20 3371 1177 or request our brochure.
