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Proxy Solicitation


Georgeson is the world’s leading provider of strategic proxy and corporate governance consulting services to corporations and shareholder groups working to influence corporate strategy.

Since 1935, we have specialized in complex solicitations including hostile and friendly acquisitions, proxy contests and takeover defenses. Georgeson leads more M&A transactions globally than all other firms combined.

We also provide issuers with expertise in corporate events solutions such as post-merger unexchanged holder programs and information agent services.

Our track record speaks for itself: 70% success rate in proxy contests during the past
10 years and 74% success rate when representing management.  

Our services:

  • Detailed analysis of your shareholder base to determine the most appropriate solicitation approach for each major institutional shareholder
  • Vote projections that provide the data required to design a maximally-effective solicitation campaign
  • Contact information for institutional decision-makers
  • Communication materials for domestic and overseas shareholders and proxy advisory firms

In addition, we’re able to enhance and maintain communications by leveraging our relationships with key intermediaries, the brokerage community and institutional investors.

Our primary goal is to give you control by maximizing your tactical advantages during the complex solicitation process.

Our tactics:

  • Determine the most advantageous record date and time between your mailing & meeting date
  • Identify the beneficial owners of your “street held” shares
  • Provide guidance on how to negotiate with proxy advisory services and institutional investors
  • Monitor arbitrageurs, survey shareholders’ attitudes, and put you in contact with investors who have significant impact
  • Quickly provide essential documents to decision-makers and help them vote
  • Segment your shareholder base to provide tactical advantage
  • Communicate key messages to your individual and institutional shareholders through our fully-trained bilingual call centre representatives




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Inquiries? 888 982 0747