Strategic Advisory for High-Stakes Activism
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Battle-tested across 300+ campaigns advising both companies and investors.
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Built on expertise from ISS Special Situations and Morgan Stanley's Activism Advisory.
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Insights powered by real-time investor intelligence. We know what wins.

Global Strategic Advisor (Combined) for FY2025
Global Strategic Advisor (Investors) for FY2025


Industry Recognition
Notable Campaign Experience





Our Capabilities
1
Campaign Strategy
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Review objectives, identify tactics, and establish action plans for public & private engagement.
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Conduct vulnerability assessment and develop playbooks.
2
Board Gap Analysis and Nominee Recruitment
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Perform Board Gap Analysis.
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Recruit director candidates likely to win investor & proxy advisor support.
3
Investor Presentation and Messaging
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Prepare shareholder letters and press releases.
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Develop and review ISS and investor presentations.
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Review existing deck to align them with proxy advisor and investor evaluation frameworks.
4
ISS, GL and Investor Engagement
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Develop engagement strategy for ISS/Glass Lewis, index funds and active investors in collaboration with proxy solicitor.
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Conduct 1:1 coaching for proxy advisor and investor meetings.







