Achieve your desired goals during your corporate transactions that require a shareholder vote


You can rely on us to make sure your desired goals are achieved for any of your corporate actions which require a shareholder vote. Our experienced team have over 200 years of combined industry knowledge and will guide you along the way to meet your needs.

We can support you with the following types of corporate events that require a shareholder vote:

  • AGMs and EGMs
  • Schemes of Arrangement
  • Shareholder Requisitioned Meetings

How do we help?


We can provide all the services you need to effectively prepare for your shareholder meeting:


  • Conduct a vote audit

    To make any campaign a success, it’s important to understand your shareholder base and their voting patterns. We use detail from your own voted files and disclosures by your largest investors, to monitor and track how your investors vote globally. We accurately identify who has voted and how.

  • Let us analyse your draft agenda

    Our in-house governance experts review your AGM agenda. They determine the risk of proxy advisors recommending against your items and highlight any issues you may encounter. We help you iron out these issues and offer advice on each proxy advisor policy and best practice in the market.

  • We'll engage with local and global proxy advisors

    We have long standing, strong relationships with proxy advisors. We’ll contact them directly to make sure they have the information they need to make their recommendations.

  • Understand your shareholders

    We can help you understand who your final shareholders are and reveal patterns of ownership migration. By profiling and engaging with your shareholder base, we can help you understand their potential voting patterns.

  • We'll engage with your shareholders

    We'll organise meetings with institutional investors in your shareholder base, so you can discuss governance concerns and upcoming agenda items for the proxy season. We'll also engage with your investors to find out how they are going to vote at your upcoming AGM, if they have any issues with your agenda and if they will not vote “for” the board. We'll then work with you to understand the impact.

  • Vote match analysis

    During any live shareholder engagement programme we monitor your votes and cross-check them against your shareholder feedback. We review your votes on a daily basis and report any negative votes as they appear. This provides you with clarity that instructions have not gone missing. It also gives you the opportunity to engage with shareholders who may have changed their vote since the outreach period.

Expert support for your meeting from beginning to end


The run–up and post-announcement period is often a nail biting time for the board. There is a lull, until just days before your AGM or EGM, when the major investor votes arrive. 

Irrespective of whether your corporate action is an AGM or EGM, we can help by:

  • shareholder-search-icon


    Which shareholders support or are against the management’s proposed resolution

  • small-shareholder-icon


    Your shareholders actively throughout the campaign

  • call-center-icon


    Shareholders to support the resolutions

We can help secure your result in your Scheme of Arrangement

Even in Schemes of Arrangements, we know there are no guarantees that shareholders will support you. We can rapidly communicate to your shareholder base and potential arbitrage funds that may be looking to buy into the stock, and provide you with a roadmap to secure your desired outcome.

We can support you throughout your Scheme of Arrangement by:

  • ​Conducting a proxy advisory outreach
  • Conducting a shareholder engagement programme
  • Providing you with hedge fund monitoring
  • Conducting an outbound retail campaign
  • Providing you with an inbound helpline
  • Providing you with irrevocable undertakings management
  • Providing you with a vote match


"Having Georgeson on board was the right call as they provided real time intelligence to support the wider team. Professional, knowledgeable and quick to action." Poundland 

We can help you communicate with your shareholders

Explaining complex issues to shareholders has always been a challenge for companies. It takes a thorough knowledge of the issues and an understanding of the types of questions shareholders can raise. It takes the capacity to reach and respond to shareholders and retail investor communities, often on a large scale. We have the resources, experience and capability to facilitate complicated communications with your shareholders. We offer a range of integrated services to meet your needs for even the most complex corporate actions.

Contact us

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

Find out more