Our Proxy Solicitation team begins each assignment for our clients with a strategic review. We initiate a comprehensive overview of the relevant investor base as well as review the pertinent issues involved in each specific solicitation. Understanding the landscape allows us to effectively plan and execute a strategy tailored our client’s specific needs. We will provide advice on messaging and presentation. Sometimes having the “right message” is not enough: the message must be presented properly and follow-up must occur at the right time. This approach enables us to minimize the possibility of unwanted surprises while optimizing voting results.
We provide guidance on how to deal with the institutional proxy voting advisory agencies (including RiskMetrics Group’s ISS and Glass, Lewis), as well as other institutions. We can coordinate all mailings to shareholders as well as initiate phone campaigns with retail investors, if necessary. And, we will help our clients get the maximum benefit from electronic communications and telephonic voting.
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