Activism & M&A
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Rules of engagement: How leading IR Pros are using modern intelligence techniques to identify investors with influence
Investors are becoming more selective in their engagement and less predictable in their voting, driven by a growing focus on company-specific issues, customized voting approaches and the rise of pass-through voting. At the same time, tighter regulations and more sophisticated activist strategies are making direct communication harder, increasing pressure on IR professionals to act earlier and more strategically. This playbook goes beyond ownership data to help identify who truly influences investment and voting decisions, spot early shifts in sentiment and prioritize the investors who matter most, enabling more targeted engagement, better-informed conversations and stronger investor support. Download this playbook to: …
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Governance Playbook: From compliance to confidence: Proxies that win trust and votes
The proxy statement is no longer just a compliance document, but a strategic communication tool that reflects your company’s governance priorities, transparency and responsiveness to stakeholder expectations. The 2025 proxy season introduced a wave of new practice, from evolving ESG and DE&I disclosures to heightened attention on cybersecurity and AI. As investor demands grow more sophisticated, companies must respond with greater clarity, depth and strategic foresight. This playbook offers a comprehensive, actionable framework to help your organization elevate its proxy disclosures. Learn how leading companies are navigating the changing landscape and positioning their proxy statements as both regulatory assets and…
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Governance Playbook: Building an effective creation process for your proxy statement
The proxy statement is the cornerstone of a company’s communication with its shareholders and other stakeholders including employees, regulators and customers. In recent years, this vital document has evolved from being a publication designed solely to comply with SEC requirements into something that conveys – often in novel ways – the company’s message and strategy. Now more than ever, companies face deep scrutiny of how they operate and the values they adhere to. Crafting the content and design within proxy statements for success would not be possible without the process involving – at its head – the corporate secretary’s office…
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Best Practice Report: Recognizing and predicting activist shareholders
How companies are adjusting their stock surveillance, response plans and more to the goals of the modern activist
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