First and foremost, no surprises: we provide an early warning system so our clients will know and be prepared for a contested situation before an SEC filing or a tweet excites the market. We ascertain who is involved and their potential influence with other shareholders. We project likely voting outcomes and provide candid recommendations so you can make a well-informed decision.
Whether the determination is to settle or fight, we carefully craft a shareholder engagement campaign to deliver the best possible result. Our work includes mapping out strategies and tactics and helping to develop solicitation materials for institutions, hedge funds and retail investors. The campaign strategy is informed by Innisfree’s direct interaction with the governance teams and buy-side analysts at institutional investors and with individual shareholders. As votes come in, we identify who has voted—and how—to enable the working group to make tactical adjustments, if warranted.