The Power of Data-Driven Advice.

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

Ranked No. 2 Global Financial Adviser (Activist) in Bloomberg’s Global Activism Review FY2020
Top 10 Financial Advisor by Thomson Reuters’ Refinitiv for Shareholder Activism in 2020

ABOUT US

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).

Let’s discuss what we can do for you.

Actionable Insights for Constructive Shareholder Engagement

+$45T

Total assets under
management (AUM) of covered funds

+400

ESG engagement
topics/questions

+900

Case Studies

✔ Online access to ESG Profiles for investors with $45T AUM
✔ Gain insights into ESG/CSR issues most relevant to investors
✔ Ensure constructive investor engagement
✔ Develop ESG-focused investor messaging

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.