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 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.
High-level summary of key ESG metrics and disclosure highlights
Tear Sheets that map ESG disclosures against key frameworks: GRI, SASB, and TCFD
ESG Rating Evaluation
Review of MSCI, Sustainalytics, and ISS ESG ratings and related disclosures for rating improvement
ESG Engagement Strategy
Detailed plan on how to utilize ESG ratings and ESG/CSR disclosures to effectively communicate with investors
ESG Engagement DashboardTM
Proprietary database of ESG Profiles for investors with >$30T AUM, +300 ESG engagement case studies, and proxy voting/ESG guidelines
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.