Our Approach

Whether you are considering a merger, takeover, corporate restructure, demutualisation, capital raising or other complex transaction, Georgeson will work in partnership with you and your advisory team to formulate and deliver measurable outcomes to help you achieve your corporate objectives. Our core solicitation expertise is supported by our strategic consulting services from the planning stages through to the execution of the transaction.

We begin with a thorough analysis of your shareholder base, determining the scope of the solicitation and the obstacles that need to be overcome. Drawing on our experience, knowledge of institutions and in-depth understanding of retail shareholder behaviour, we develop a customised solicitation strategy to meet your specific needs. We will work closely with you to tailor your key messages, articulating the rationale and business context of your position ensuring that its merits are clearly understood by retail and institutional investors.

With strategies in place, it is critical that messages are communicated to the right targets in a timely fashion. Leveraging our global relationships, proprietary databases and infrastructure, together with our extensive knowledge of the complex proxy solicitation process across the international regulatory environment, we use the most effective communication channels to reach your shareholders no matter where they are.

Our clients trust our expertise, commitment and professionalism – a legacy of years of servicing companies across a broad spectrum of corporate actions in Australia and across the globe.

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