Founder and President

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The proxy process lacks transparency. Our team can help you demystify the proxy process and see your way through.  Whether you have concerns about Say on Pay, replenishing your Stock Incentive Plans or fending off a shareholder activist, we have the experience and perspective to help you succeed.

We operate as a high-end professional proxy advisory services boutique to provide our clients with a level of service that is not available from a traditional proxy firm structure.

Services

PROXY SOLICITATION SERVICES

Our team has extensive experience in Transactional Special Meetings, Proxy Contests, Advice on Negotiating Settlements with Shareholder Activists, Tender & Exchange Offers and Shareholder Proposals.

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STOCK INCENTIVE PROPOSALS

These proposals have become the most common de facto “proxy fight” that every public company needs to prepare for. Our team can help demystify the proxy process for corporations in need of shareholder approval for stock incentive compensation programs.

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SAY ON PAY

Our highly experienced proxy team possesses the knowledge and resources to provide corporate clients with Conflict-free, Actionable Advice as to how third party proxy advisors will portray your Company’s executive pay practices during the proxy process.

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STOCK WATCH SERVICES

Our highly experienced stock watch team possesses the knowledge and resources to provide corporate clients with much more timely and informative insights into their shareholder profiles than can be developed from 13(f) reports and other publicly available SEC filings.

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