Proxy
Solicitation

Build efficient communications and relationships, mitigate conflicts and build roadmaps towards shareholder support.

Overview

Proxy Solicitation &
Governance Advisory Overview

Building relationships with the Corporate Governance teams at your key investors is crucial to build support for management at AGMs and beyond.

Together with our strategic partners Okapi Partners, we advise our clients on their shareholder relationships, how to avoid conflict, and if conflict is inevitable, how to navigate to a positive result.

By combining Investor Update’s best-in-class Shareholder ID with the leading global Proxy Solicitation firm, our clients have the best opportunity to garner shareholder support when they need it.

Our team has decades of experience working on over 1,500 transactions in all areas of Proxy Solicitation and shareholder communications:

  • M&A transactions
  • AGMs and EGMs
  • Tender offers
  • Exchange offers
  • Financial restructurings

Features and benefits

Understand the Corporate Governance policies and expectations of your shareholders, together with their voting and activism behaviour
Communicate efficiently and effectively with shareholders and stakeholders all-year round, not simply ahead of the AGM
Resolutions crafted to optimise shareholder acceptance
Accurately predict whether resolutions will pass using our proprietary predictive modelling and intuitive platforms
Detailed insight into voting guidelines set by agencies such as Glass Lewis and ISS
Chase, track and reconcile voting to maximise quorum and support at General Meetings
Identify, monitor and engage with activists ahead of and during an activist attack
Discover More

Download our Proxy Solicitation brochure.

Discover our unique approach to Proxy Solicitation and how this can facilitate good shareholder communications. Find out about our experience in M&A transactions, AGMs, tender offers and more.

Discover our unique approach to Proxy Solicitation and how this can facilitate good shareholder communications. Find out about our experience in M&A transactions, AGMs, tender offers and more.

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Discover our services

Advisory
& ESG

Impactful evidenced-based advisory solutions driven by extensive experience and detailed analysis of high-integrity data.

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.