At ZMH Advisors, we obsess about client success. We leverage 25+ years of Investor Relations, Shareholder Engagement, Proxy Solicitation, ISS, and Sell-side Research experience to develop winning strategies for companies and investors.
Our firm is led by Waheed Hassan, CFA – a trusted advisor on 300 high profile M&A and Proxy Contest campaigns with a combined market value of $150B+. Prior to founding ZMH Advisors, Waheed held leadership positions at two M&A and Activism Advisory practices that were rated among Top 10 in Bloomberg Activism Advisor Rankings for 2019 and 1H2020, and Top 10 in Thomson Reuters Global Shareholder Activism Scorecard for three consecutive years (2015 -2017).
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“We found Mock Activist Deck to be extremely useful in understanding what an activist attack would look like. Waheed also did a great job in explaining the key issues to the executive team. We would highly recommend his team to anyone looking to understand and manage their activist risk.”
Head of IR, Domtar Corp.
“We retained Waheed to assist us in the proposed merger with Fyffes. Waheed and his team provided very accurate guidance and insight on ISS, which was instrumental in garnering ISS support for this contested transaction. We would highly recommend Waheed to anyone seeking any ISS engagement needs.”
CEO, Chiquita Brands
“I worked closely with Waheed when USG Corp was approached with an unsolicited takeover offer and subsequent vote-no campaign against our directors. Waheed provided expert guidance in our engagement with ISS and Glass Lewis, including written communications and board/management meeting preparation. His messaging was clear, concise, and on point, and he was able to facilitate key meetings with those organizations. Waheed also provided valuable input on all of our shareholder communication materials. He quickly earned the trust and respect of our management and board of directors. I highly recommend Waheed for any engagement where you need clear and focused input on communications with shareholders and proxy advisory firms.”
General Counsel, USG Corp.
We have successfully advised leading activist investors to gain board representation. We leverage our ‘real-life’ experience to help companies manage their activism risk. Clients engage us to perform Vulnerability Assessment, develop Management Playbook, and prepare potential activist attack scenarios and related responses. We specialize in preparing shareholder letters, holding statements for Sch. 13D filings, and Q&A documents for investors and employees.
ESG + Corporate Governance
We offer actionable insights on how to adopt best-in-class corporate governance practices. We bring the hands-on experience of managing research teams at ISS – the largest Corporate Governance and Proxy Advisory firm in the World. For ESG, we leverage our IR experience to advise clients on how to develop investor-centric programs and ensure meaningful engagement with ESG focused investors.
Shareholder + Proxy Advisory Firm Engagement
We have unmatched shareholder and proxy advisory firm expertise. Twice, we have convinced ISS to reverse its adverse recommendation in contested situations. Not surprisingly, we have been retained in numerous high profile campaigns (Chiquita Brands, USG Corp, Chipotle) to assist with ISS engagement. As an integral part of the client advisory team, we take the lead in developing shareholder and ISS engagement strategies. We prepare Q&A documents, investor/ ISS deck, and conduct mock prep sessions.