Prepare for potential shareholder activism

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We can help you defend against activist attacks



We’re able to tell you whether funds are passive, active or activist. By analysing your shareholder base, we can create a target list to monitor holdings as frequently as necessary to determine any major movements.

This analysis and monitoring will give you a wealth of knowledge and understanding about your shareholder base. This can be critical when anticipating an activist attack.


How do we do this?

  • We'll profile activists
    So you know who they are, along with their key interests and concerns.
  • We’ll conduct a vulnerability analysis
    So you can understand where your weaknesses lie, in order to protect them. This could be weaknesses in certain resolutions, or groups of shareholders.
  • We’ll examine past voting activity to model expected turnout
    This is vital in preparing you for potential vote outcomes.
  • We’ll assess what the key activist really wants to achieve
    There may be underlying motives to the way they plan to vote.
  • We’ll develop a shareholder communications strategy
    We'll also engage with your investors to find out how they are going to vote at your upcoming general meeting, if they will be supporting the activist, and if they will not vote “for” the board. We’ll then work with you to understand the impact.
  • We’ll quantify the influence of proxy advisors
    So you can be sure who is listening to their advice, and the impact it will have on each resolution.
  • We’ll help you prepare for proxy advisor meetings
    We can even role play the conversation for you, so you’re as prepared as possible.
  • We'll prepare your boardroom
    You can be sure there's a team and strategy in place so you're ready to face activist investors.
  • We’ll develop a proxy advisor communications strategy
    We'll contact proxy advisors directly to make sure they have the information they need to make their recommendations, which have a big influence on your shareholders. We give you the right tools to engage with them and prepare your team for the types of questions they might ask.

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Make yourself heard against offers and recommendations


If you find yourself in a defensive situation, such as a boardroom battle, we can help. We have extensive experience working in activist situations across all continents, which we can use to help you make yourself heard.

We're also here to provide services to share or bond holders against offers/recommendations made by issuers with the intention of rallying support from other invested parties.
 
Our services include:

Shareholder identification

To locate possible supporters (including hedge fund and arbitrage positions)

Soliciting

Institutional holders

Periodic reporting

Of solicitation results and the monitoring of likely offer outcomes

Strategic advice

On the form and content of 'flight letters' or similar



​What I enjoy most working for Georgeson is the process of transformation of ideas and the incredible scope of learning. I am always being given the opportunity to learn and work on a wide range of projects.​​


Nina Atkinson, Account Manager, Georgeson

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Contact us

Speak to one of our experts today about how we can help you prepare for shareholder activism.
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