M&A
	What We Do
- Review of documentation – Governance and Messaging: This includes suggestions for all documentation, including Chair’s letter and analysis of a survey questionnaire delivered to retail shareholders.
 - Share register and beneficial ownership analysis:Ìýincluding Identification of the Key Institutional and targeted retailsshareholders and the proxy advisors and other influencers they subscribe to and their voting influence over the register.
 - Proxy Advisor Engagement Support: We prepare Directors for engagement meetings, source and distribute reports where appropriate, and provide a written response in the event of a negative recommendation.
 - Shareholder Engagement Program: A meticulously planned and executed campaign to extract maximum support and participation from the Institutional and Retail shareholders.
 - Micro Website, Social Media and Advertising and Email Campaigns
 
Activism – Proxy Fights
	What We Do
³ÉÈËÊÓÆµ can advise corporations on how to defend themselves from an activist attack or advise an activist.
- All activist defense programs start with an institutional Investor analysis to identify major shareholders.
 - For either offense or defense we can advise on the appropriate content of public statements, what to send to shareholders, and when.
 - Once the fight is under way, we can conduct outreach programs to both institutional and retail shareholders.
 - Through our Proxy Logistics division, we can handle SEC filings, printing, proxy solicitation and tabulation.
 
Special Situations – Information Agent
	What We Do
³ÉÈËÊÓÆµ can advise on tender offers, redemptions and all types of special situations.
- Distribute offering materials to bank and broker Corporate Action departments.
 - We will monitor how the transaction at hand is being received by your shareholders through interaction with key shareholders.
 - Set up and train staff to answer incoming calls regarding the transaction.
 - Monitor actual responses coming into Corporate Actions departments.
 
