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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. 

Global Strategic Advisor (Combined) for FY2025

Global Strategic Advisor (Investors) for FY2025

Industry Recognition  

Notable Campaign Experience

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Our Capabilities

1

Campaign Strategy

  • Review objectives, identify tactics, and establish action plans for public & private engagement.

  • Conduct vulnerability assessment and develop playbooks. 

2

Board Gap Analysis and Nominee Recruitment

  • Perform Board Gap Analysis.

  • Recruit director candidates likely to win investor & proxy advisor support.

3

Investor Presentation and Messaging

  • Prepare shareholder letters and press releases.

  • Develop and review ISS and investor presentations.

  • Review existing deck to align them with proxy advisor and investor evaluation frameworks. 

4

ISS, GL 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 

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"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."

General Counsel, USG Corp. 

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