For Investors
We service institutional investors and sometimes high-net private individuals with bespoke advisory solutions around transactions, contentious situations as shareholder activism, dissent, crisis and restructuring. We offer strategic counsel and use a research-and data driven approach to generate proprietary intelligence to provide insights that allow informed decision making with our goal to help our clients exercise their position to achieve a value-enhancing position or position themselves in the context of public takeovers.
Shareholder Activists
- Bespoke campaign specific research & data
- Investor Sensitivity Intelligence
- Ownership Risk and Opportunity Assessment
- Stakeholder Research, Mapping and Analysis
- Investor and Market Perception & Sentiment Analysis
- ESG & Corporate Governance Risk and Opportunity Assessment
- Target Vulnerability Identification & Assessment
- Bespoke Investment Case Preparation
- Financial Communications
Private Equity, Strategic & Institutional Investors
- M&A, Transaction and AGM Advisory
- Corporate Access & Roadshow Support
- Corporate Governance & AGM Advisory
- Governance Policy and Framework Advisory
- PRI Reporting
- Fund, Market and ESG Benchmarking
- Stakeholder Research, Mapping and Analysis
- Investor and Market Perception & Sentiment Analysis
- Financial Communications
HNW-Individual or Family Offices
- AGM Advisory and Proxy Voting
- Capital Markets & Investor Advisory
- Financial Communications
- Crisis and Reputational Management
ESG & Sustainability
- Independent Data Verification & Assurance
- Corporate Governance Framework Development
- Collective Investor Engagement