Proxy management for shareholder meetings

Annual meeting certainty means knowing your investors and the vote results ahead of time. To get there, you need to understand and engage shareholders, which is more complex than it should be.

With Georgeson as your partner, you will have a unified team of global experts extending your resources and helping you prepare for every proxy and shareholder possibility. That’s why some of the world’s largest companies trust us with their annual meeting proxy solicitations, and when it matters most.

Full-service proxy solicitation services including:

  • Annual and special meetings
  • Proxy fights and contests
  • Mergers and acquisitions
  • Takeovers and shareholder activism preparedness
  • ESG advisory and consulting
  • Shareholder engagement and communications

How we help get the vote

All the proxy solicitation and advisory services you need to control your meeting outcomes.

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    Understand your shareholders

    We'll help you understand who your shareholders are and which shareholders are likely to make the most significant impact on your vote. By profiling your shareholder base, we help you understand voting patterns and predict potential issues.

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    Identify institutional investors

    We help you identify and understand your largest institutional shareholders as well as provide you with insights into their voting intentions.

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    Analyze meeting agenda and materials

    Our governance experts review your meeting agenda to determine the risk of proxy advisory firms recommending against any items. We highlight potential issues, help you iron them out, and offer advice on proxy advisory firm policies and best practices.

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    Conduct a vote projection

    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.

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    Engage proxy advisory firms

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

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    Get real time vote reports

    During any live shareholder engagement program we closely monitor your votes daily using integrated vote tracking platforms. You get actionable, real time vote reports.

The original proxy solicitation firm

85+years experience
#1we manage more S&P 1500 meeting solicitations than any other solicitor each year*
100+clients in the Fortune 500
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    Shareholder voting

    With experts overseeing meeting proxy solicitation services from beginning to end, we help get the shareholder votes you need by:

    • Identifying shareholders through profile analysis to determine if they are for or against a proposal

    • Monitoring shareholders and votes actively throughout the campaign

    • Encouraging shareholders to submit proxy votes

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    Shareholder communications

    Explaining complex issues to shareholders and communicating the company’s message takes a thorough knowledge of the issues and an understanding of the types of questions shareholders can raise. Georgeson will help by:

    • Answering shareholder questions on a large scale, including to retail communities

    • Facilitating complex communications with shareholders

    • Offering integrated, full-service solutions to meet your needs for even the most complex meetings and transactions

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Powerful proxy solicitation for a successful shareholder meeting

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