Leveraging Data Analytics and AI to provide Strategic Advice on Corporate Governance, ESG Disclosures, Investor Engagement, and Shareholder Activism.
Welcome to ESG and Governance Advisory 3.0

Data-driven Shareholder Engagement

ESG Profiles for Investors with $45T AUM

250+ Engagement Questions

8 MIL + N-PX Voting Records

900+ Engagement Case Studies

Searchable Database of Proxy Voting Guidelines: Investors and Proxy Advisors

CSR/ESG Services

ESG Profile

ESG Engagement Strategy

GRI, SASB, and TCFD Framework Reporting

ESG Ratings Evaluation and Improvement Roadmap

Shareholder Activism

25 Years of Experience

300 High Profile Companies

$150B Total Market Value of Campaigns

Ranked No. 2 Global Financial Adviser (Activist) by Bloomberg for FY21 and FY20

Searchable Database of Proxy Voting Guidelines: Investors and Proxy Advisors

Client Testimonials

Our Expertise

Shareholder Activism

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.