.png)
Strategic Advisory for High-Stakes Activism
-
Battle-tested across 300+ campaigns advising both companies and investors.
-
Built on expertise from ISS Special Situations and Morgan Stanley's Activism Advisory.
-
Insights powered by real-time investor intelligence. We know what wins.
Industry Recognition
Global Strategic Advisor (Investors) for FY2025
Global Strategic Advisor (Combined) for FY2025
Notable Campaign Experience
Our Capabilities
Campaign Strategy
-
Review objectives, identify tactics, and establish action plans for public & private engagement.
-
Conduct a vulnerability assessment and develop playbooks.
Board Gap Analysis and Nominee Recruitment
-
Perform board gap analysis.
-
Recruit director candidates likely to win investor and proxy advisor support.
Investor Presentation and Messaging
-
Prepare shareholder letters and press releases.
-
Develop and review presentations for ISS and investors.
-
Review existing decks to align them with proxy advisor and investor evaluation frameworks.
ISS, Glass Lewis and Investor Engagement
-
Develop engagement strategy for ISS/Glass Lewis, index funds and active investors in collaboration with proxy solicitor.
-
Conduct 1:1 coaching for proxy advisor and investor meetings.
Our Work
What Our Clients Say
General Counsel, USG Corp.
"I worked closely with Waheed as the General Counsel of USG Corporation, where we were approached with an unsolicited takeover offer and subsequent vote-no campaign against our directors. Waheed provided expert guidance in our engagement with ISS and Glass Lewis, including written communications and board/management meeting preparation.
Waheed also provided valuable input on all of our shareholder communication materials. He quickly earned the trust and respect of our management and board of directors.
I highly recommend Waheed for any engagement where you need clear and focused input on communications with shareholders and proxy advisory firms."
Chairman of the Board, TICC Capital
"TICC Capital was in a unique situation facing not one but two hostile actions: one to replace the entire Board and another representing a highly conditional unsolicited bid for the entire company.
Two weeks before the shareholder meeting date, Waheed got involved and with his assistance, we re-engaged with ISS with a modified message and update. This approach worked, and ISS reversed its recommendation to in favor of voting FOR the management proposal.
We would highly recommend anyone considering ISS engagement (in particular, in a contested situation) to retain Waheed and his team."
Hedge Fund Client
"Waheed and Mike’s understanding of what ISS and large shareholders such as Blackrock and Vanguard are actually looking for is unrivalled . Having not been through a proxy contest previously, to have such solid guidance on the specifics of what such parties really care about was invaluable to us; not only in refining our arguments, but also in the efficiency it gave us as a team by not focusing on irrelevant areas."