Why Companies Choose ZMH
Our team includes in-house legal executives who navigated high-stakes shareholder engagement, sustainability leaders who built programs at companies like IBM and Discover Financial, and senior professionals from ISS Special Situations and Morgan Stanley Activism Advisory.
We don't just advise—we've lived these 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. We don't just advise; we deliver results.
We are Trusted by Leading Companies for Investor Insights
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Our Data Advantage
By harnessing the power of AI and Big Data, ZMH's AI-powered Shareholder Engagement Dashboard consolidates real-time investor insights, voting behavior, and engagement history — empowering companies to engage smarter, faster, and with greater precision.
Purpose-built by industry experts with over two decades of experience advising Boards of Directors, Corporate Secretaries, C-suite executives, and Investor Relations professionals, we offer unprecedented access to investor priorities and engagement strategies.
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200+ global investors representing $75T of assets under management
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Custom AI engine trained by governance experts
Transforming Shareholder Engagement with AI-Powered Insights
We help clients build positive relationships with investors, navigate proxy season and off-cycle engagement, and strengthen governance strategy — all powered by our industry-leading investor intelligence.
Bespoke Investor Profiles
Deep insight into voting trends, policy guidelines and engagement priorities
Tailored Messaging & Outreach
Shareholder-specific communications for proxy season and off-cycle engagement
Executive Prep
C-suite and BoD preparation build upon detailed investor intelligence
Sustainability Advisory Build for a New Era of Governance
We help companies develop investor focused sustainability disclosures guided by veteran industry experts and real-time investor intelligence
Strategy
Peer Benchmarking
Gap Analysis
Materiality Assessment
Climate
Greenhouse gas emissions (Scope 1, 2 & 3) and carbon neutrality goal setting
Reporting
Copywriting and Editing
Report Design
Website Disclosures
Frameworks & Standards
GRI, SASB, TCFD, and UN SDGs alignment
Ratings
(MSCI, Sustainalytics, ISS, S&P, Ecovadis)
Ratings Overview Ratings Improvement Roadmap and Data Verification
Investor Roadshow
Investor overview & analysis, outreach planning, messaging and executive coaching
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—we've advised leading activists like Starboard and Sachem Head, giving us unique insight into how they think and what wins.
We deliver end-to-end capabilities: 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.
Virginia "Ginny" Fogg, Former General Counsel, Norfolk Southern (NYSE: NSC)
"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."
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."
Managing Director, Water Tower Research
"We have worked with ZMH for the past year, their Dashboard 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."
Get in Touch
1939 Roland Clark Pl, Suite 350
Reston, VA 20191
US: Washington, DC (HQ), New York, Philadelphia
International: Bangalore, Dubai, Karachi, Lisbon, Riyadh
