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Going Beyond

M&A and Activism Compendium

Thank you for visiting our M&A and Activism Compendium. The content you clicked on is directly below along with other articles, Case Studies and recent transactions. Our goal is to help executives, investors and financial service professionals navigate the ever-shifting world of M&A and activism.

We strive to provide relevant content on how to win, with a view from our angle, down in the trenches with the shareholders.

Navigating volatile stock price movements: a playbook for public company executives
September 18, 2025
8 minute read

Navigating volatile stock price movements: a playbook for public company executives

Corporate executives often wake up to unsettling stock price swings with no clear catalyst, news, filings or obvious events. In…

Roundtable – Shareholder Activism and Engagement
August 20, 2025
30 minute read

Roundtable – Shareholder Activism and Engagement

Shareholder activism remained high throughout the first half of 2025, as market volatility and uncertainty created a challenging environment for…

Best practices – preparing against activist attack
July 8, 2025
12 minute read

Best practices – preparing against activist attack

In an increasingly complex and volatile market, public companies have, in recent years, faced a growing array of challenges from takeover bids and activist investors.

Executive Guide to M&A Shareholder Votes: Do’s and Don’ts
April 1, 2025
7 minute read

Executive Guide to M&A Shareholder Votes: Do’s and Don’ts

Six Key Steps Companies Should Take Before Launching Their Shareholder Meeting

man writing on clear screen with visual effects
July 23, 2024
8 minute read

The Importance of Institutional Ownership Intelligence in M&A Transactions

While many companies claim they know who owns their stock, in an M&A transaction a company can literally see its shareholder profile change overnight and continue to shift with news cycles and external market factors.

Activism Insights & Case Studies

Activism Trends In North America, Europe And Asia.

South Korean consumer products company under attack from an activist.

People working in the office
a woman looking at products in a convenience store

Wherever you look, shareholder activism is on the rise. As a recent study by Diligent uncovered, 2023 saw shareholder activism reach a four-year global high, with almost 1,000 companies subjected to activist demands publicly. With this trend seeming set to continue – nearly a quarter of Russell 3000 companies disclosed the potential for activism in their 10-K reporting – executives must understand the precise threats they’re likely to encounter.

The activist had acquired a substantial stake in the company and was demanding the company triple the dividend payout and elect 2 new directors. To complicate matters, more than 45 % of the company’s outstanding shares was in the hands of foreign shareholders. It was projected that the activist could win because these shares were likely to vote against management and with the activist.

Activism Trends In North America, Europe And Asia.

People working in the office

Wherever you look, shareholder activism is on the rise. As a recent study by Diligent uncovered, 2023 saw shareholder activism reach a four-year global high, with almost 1,000 companies subjected to activist demands publicly. With this trend seeming set to continue – nearly a quarter of Russell 3000 companies disclosed the potential for activism in their 10-K reporting – executives must understand the precise threats they’re likely to encounter.

South Korean consumer products company under attack from an activist.

a woman looking at products in a convenience store

The activist had acquired a substantial stake in the company and was demanding the company triple the dividend payout and elect 2 new directors. To complicate matters, more than 45% of the company’s outstanding shares was in the hands of foreign shareholders. It was projected that the activist could win because these shares were likely to vote against management and with the activist.

Representative M&A Transactions

Representative Activism Transactions

Our Activism Experts

Activism & Governance Overview

Ownership Intelligence

Leveraging our proprietary database, refined over 18 years and built from hundreds of proxy campaigns, we are able to identify the institutional investors behind custodians with over 96% accuracy. This includes deep insight into not only who they are, but also how and when they typically vote, enabling us to anticipate voting behavior with a high degree of confidence.

Shareholder Engagement/Solicitation

Whether it’s navigating the complexities of a shareholder meeting or executing a post-meeting engagement strategy, our corporate governance experts deliver strategic guidance and practical support to help boards and management achieve their corporate objectives and align with stakeholder expectations.

Corporate Governance Team

Our team includes former ISS and Glass Lewis experts who understand how proxy advisors evaluate executive pay programs and governance structures. We provide strategic advice that helps executives anticipate potential red flags and align policies with evolving proxy voting guidelines. By identifying and addressing  concerns early, we position companies to earn shareholder support and minimize the risk of adverse vote recommendations.

Retail Outreach

We conduct a thorough analysis of your retail shareholder base to design and implement tailored outreach strategies that maximize engagement and support. Powered by our proprietary virtual agent platform, we enable rapid, scalable communication with retail and NOBO shareholders, ensuring timely, cost-effective outreach that drives results when it matters most.

Investor Relations

In a contested M&A transaction, Investor Relations (IR) plays a critical role in managing stakeholder communications and ensuring that the company’s narrative is consistently conveyed to both internal and external audiences. IR supports the client by helping to shape the messaging around the transaction, addressing investor concerns, and mitigating market volatility.

Proxy Logistics

Our Proxy Logistics Group offers a comprehensive, all-in-one solution designed to simplify every aspect of your shareholder meetings. From typesetting and filing to scheduling, production, vote tabulation, virtual meeting services, and overseeing the Inspector of Elections, we manage it all seamlessly.

With Alliance Advisors Going Beyond research series, we bring to the forefront pivotal discussions and content that are shaping the world of Corporate Governance, Executive Compensation, ESG, Shareholder Activism, Retail Outreach and M&A.

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