INFORMATION
AGENT & SHAREHOLDER COMMUNICATIONS ADVISOR

 

Identify and manage shareholder participation risks, drive shareholder awareness, engagement, and participation, and avoid surprises in connection with friendly and unsolicited takeover bids, substantial issuer bids, rights offerings, and consent solicitations:

  • Identify and assess shareholder composition risks and other potential challenges and vulnerabilities that may negatively impact shareholder participation;

  • Make strategic and technical recommendations on your shareholder materials and communications to positively influence institutional and retail participation;

  • Make strategic and technical recommendations on event and mailing set up and other logistics that contribute to successful results; 

  • Recommend and execute customized, comprehensive shareholder communication campaign, including targeted messaging for institutional and retail audiences; and

  • Track progress of participation, provide invaluable participation intelligence, and model potential participation scenarios.