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Better Outcomes Start With Better Intelligence.
ZMH is a trusted partner that helps companies make better decisions in every situation where investors matter.
Whether preparing for proxy season and strengthening shareholder engagement to sustainability reporting, governance planning, and activism defense, our strategic advisory is built around one objective: we help organizations better understand investor expectations before critical decisions are made.
What Our Clients Say
— VP, Investor Relations, an S&P 500 Technology Company
"ZMH's data-driven investor insights and comprehensive preparation gave our team the depth and confidence we needed heading into every investor conversation. ZMH played a key role in both our off-cycle and proxy-related engagement, and in helping us respond to inbound investor queries throughout the year. Their insights, powered by the Vantage platform, allowed us to build a robust shareholder engagement program."
Head of IR, an S&P 500 Company
“ZMH was able to outline with great accuracy the top questions and priority topics that each investor focused on during our engagements.”
Why Companies Choose ZMH
Experience matters when the stakes are high. Our team includes former in-house legal executives, sustainability leaders, and governance professionals from IBM, Discover Financial, ISS Special Situations, and Morgan Stanley Activism Advisory who have helped shape some of the market's most complex shareholder engagement strategies.
Because we're not just advisors. We've navigated these types of corporate governance challenges from every angle.
Data Advantage
Most advisors rely on relationships and anecdotes. We rely on data.
More accurate insights = Better engagement outcomes
Execution Experience
Our team has shaped governance, sustainability, and engagement strategies at Fortune 500 companies—and advised on 300+ campaigns, delivering better results.
Leading Companies Trust ZMH for Investor Insights
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How We Help
Off-Season Engagement
Build stronger, more productive relationships with institutional investors throughout the year.
Proxy Season Engagement
Prepare corporate issuers for annual meetings and critical votes with greater confidence and investor insight.
SEC Filings
Develop investor-focused 10-K and proxy disclosures aligned with evolving regulatory requirements.
Governance Advisory
Strengthen governance practices and board readiness to support long-term shareholder value.
Activism Advisory
Help companies anticipate, prepare for, and respond to activist situations.
Sustainability Reporting
Create reporting that meets regulatory expectations while earning investor trust.
Former General Counsel
an S&P 500 Transportation Company
"Vantage is 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 ensuring they are well prepared for investor engagement."
Vantage
Harness the power of our AI-powered investor intelligence platform, delivering speed, accuracy, efficiency, and cost savings with vetted data built on $75T+ in assets under management and insights from more than 300 shareholder campaigns.
$75T
AUM of Covered Investors
+200
Global Investors
25M
Voting Records and Rationale
300
Case Studies
Transforming Shareholder Engagement Through Experience and Insight
Successful shareholder engagement begins long before the meeting itself. ZMH works alongside Boards of Directors, General Counsels, Corporate Secretaries, Investor Relations teams, and executive leadership to develop thoughtful engagement strategies, anticipate investor priorities, and prepare for meaningful conversations that strengthen long-term shareholder relationships.
Investor Research & Prioritization
Identify the investors who matter most with insight into stewardship priorities, voting history, governance expectations, and actively apply best practices for engagement approaches.
Engagement Strategy & Messaging
Develop tailored engagement strategies and shareholder-specific messaging informed by each investor's priorities, governance philosophy, and areas of focus.
Executive & Board Preparation
Prepare directors and executive leadership with strategic guidance, anticipated investor questions, key discussion points, and the confidence to navigate high-stakes shareholder conversations.
Sustainability Advisory Built for a New Era of Governance
Navigating today's regulatory landscape requires more than compliance. ZMH's team of veteran industry experts delivers end-to-end reporting and disclosure solutions—from strategic planning and content development to design, production, and alignment with investor expectations.
Managing Director, Water Tower Research
We have worked with ZMH for the past year, and their Vantage platform along with their ESG Advisory capabilities provides one of the most comprehensive offerings I have seen available currently in the market. It has really helped us provide our clients with a more tailored investor engagement program."
Experienced Counsel for High-Stakes Activism Situations
High-stakes activist situations require experienced advisors who understand both investor expectations and activist strategies. Ranked a Top 3 Global Strategic Advisor by Bloomberg, ZMH combines experience from more than 300 campaigns with leadership from ISS Special Situations and Morgan Stanley's Activism Advisory to help companies prepare with confidence.
Activism Advisory
Ranked a Top 3 Global Strategic Advisor by Bloomberg, we leverage experience from 300+ campaigns to craft winning strategies for high-stakes activist situations.
Our team brings unparalleled expertise from ISS Special Situations and Morgan Stanley's Activism Advisory—where we advised leading advisors like Starboard and Sachem Head, giving us unique insight into how they think and what wins.
Our activism defense capabilities include: from developing customized engagement strategies and investor presentations to conducting mock preparation sessions for directors and nominees.
For companies managing activism risk, we perform vulnerability assessments, build management response playbooks, and prepare contingency plans—informed by our firsthand knowledge of the activist playbook.
Get in Touch
ZMH Advisors, LLC
1939 Roland Clark Pl, Suite 350
Reston, VA 20191
US: Washington, DC (HQ), New York, Philadelphia
International: Bangalore, Dubai, Karachi, Lisbon, Riyadh