ZMH Advised AB Value Management LLC.

Since launching ZMH last year, our team has built an impressive track record in activist campaigns. Our clients have successfully gained board representations at Virtusa, Barnes & Noble Education, Tessco Technologies, Taronis Fuels, and Rocky Mountain Chocolate Factory (RMCF). In our most recent campaign with RMCF, we were especially proud to have received an ISS recommendation FOR ALL of our activist client nominees. We consider ISS’ support for a majority board change a significant win given its overall low level of support for activist campaigns in 2021.

Our team of experts have collectively worked on over 300 activist campaigns and include senior professionals from ISS (proxy contest research and corporate advisory) and Morgan Stanley (activism defense). We provide strategic advice on every phase of an activism campaign from nominee recruitment, shareholder communications, proxy advisory firm engagement, and investor outreach.

ZMH’s success is due to our deep knowledge of institutional investors and unique insights into their focus areas, priorities, and voting tendencies – all powered by our proprietary ESG Engagement DashboardTM. We utilize AI and NLP to gather actionable data from +800 engagement case studies collected from Annual Stewardship Reports, proxy bulletins, press releases, news articles, interviews, and podcasts. In our recent engagement with an S&P 500 client, ZMH accurately identified every question raised by each institutional investor, many of which are among the largest funds by AUM.

To learn more about ZMH strategic advisory services and how we can help with investor engagement and shareholder activism, please visit us at www.zmhadvisors.com or email: info@zmhadvisors.com