AI-Powered ESG & Shareholder Engagement Strategist

ZMH Advisors is a technology-based shareholder and ESG advisory firm. We started with a simple idea: make ESG strategy and shareholder engagement more impactful, efficient, and effective using technology.

We achieve this by combining two decades of corporate governance and investor engagement expertise with AI-powered analytics to deliver customized solutions for clients ranging from pre-IPO to S&P 500 companies.

Let’s talk about how you can leverage AI and Big Data to build high impact ESG and shareholder engagement strategies for long term value creation.

Trusted By

ESG Advisory

ESG Strategy
Peer Benchmarking and Gap Analysis
Materiality Assessment
Policies & Disclosures (GRI, SASB, TCFD, UN SDGs)
Climate Reporting (Scope 1, 2, 3)
ESG Ratings and Improvement Roadmap
ESG Report and Roadshow

Shareholder Engagement

Proprietary ESG Engagement Dashboard
Shareholder Engagement Strategy
Curated insights on investors with $50 trillion of AUM
+12 million N-PX Voting Records
+2,000 Engagement Case Studies
Searchable Database of Proxy Voting Guidelines : Investor & Proxy Advisors

Shareholder Activism

300 High Profile Companies
$150B Total Market Value of Campaigns
Ranked No. 2 Global Financial Adviser (Activist) by Bloomberg for FY22
Vulnerability Assessment
Management Playbook
Shareholder and ISS engagement strategies and prep

Media

Case Study

ESG Roundtable

The Deal Podcast

Clients Testimonials

“ZMH’s Investor Engagement Dashboard could be of immeasurable help in planning regular and special investor engagement programs. It provides easy access to a database of investor priorities, key questions to expect, voting policies, voting history, and engagement intelligence. It offers everything you need to prepare for investor engagements.

Most importantly, it significantly reduces the time and effort required to gather information for the executive team. And ensures that the executive team is well prepared for investor engagement.”

Virginia “Ginny” Fogg, Former General Counsel, Norfolk Southern (NYSE: NSC)

“ZMH was able to outline with great accuracy
the top questions and priority topics that each
investor focused on during our engagements.”