Information Agent for Mergers & Acquisitions

Helping you communicate effectively with your shareholders

Experienced and knowledgeable advisors can make the difference between success and failure when defending against unsolicited bids or making unilateral offers.

Georgeson’s extensive expertise in ownership identification, market monitoring and shareholder communication has made us a leading advisor and information agent in both friendly and hostile offers.          

Our extensive experience in the understanding of transactions combined with our scaleable call centres allow us to manage targeted niche campaigns for shareholders right through to communications with large global audiences. 

We research your shareholder base and prepare an accurate ownership profile including your institutional, arbitrage and retail investors.     

We then develop strategy that maximizes shareholder value based on our research and craft a compelling, targeted message.

We employ our extensive resources to effectively deliver your message to your key shareholders. Implementation could include: 

  • Distribution of material to banks, brokers and institutional holders
  • Phone campaigns – both inbound and outbound – through our well-equipped call centre
  • Set up of a global toll-free telephone number – dedicated to the requests and inquiries of your shareholders

Measurement is the key to success. That’s why we provide key metrics to help you gauge shareholder response rates.

Originally designed for tender and exchange offers, we’ve expanded our services to include communication assistance with non-traditional complex corporate restructurings including:

  • Recapitalizations
  • Spin-offs
  • Trust Conversions





icon icon
Add to favorites
Inquiries? 212 440 9800