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Going Beyond

Post Meeting Shareholder Engagement and Executive Compensation Compendium

Welcome to our Post Meeting and Executive Compensation Compendium, presented by Alliance Advisors.

Here we will provide an expert perspective on designing and implementing Shareholder Engagement and Executive Compensation programs that can dramatically impact your shareholder vote and ultimately your stock market value.

The article you clicked on is directly below along with additional expert content and case studies.

Black and White people standing
mayo 9, 2025
6 minute read

5 Reasons Why Public Companies Should Conduct Post-Shareholder Meeting Engagement

As the 2025 shareholder meeting season wraps up, companies must turn their attention to a critical next step: engaging shareholders after the meeting concludes.

Through our Post-Meeting Shareholder Engagement programs, Alliance Advisors helps public companies conduct shareholder outreach throughout the year. Our program helps management, and their Boards understand and consider the issues of importance to shareholders and enables companies to address them appropriately.

Our reports will contain specific recommendations and provide the foundation for next year’s corporate governance and executive compensation initiatives.

Samples of these reports are provided below.

Shareholder Engagement
Deliverables

Institutional Voting Disclosure Research & Data Analysis. Who your institutions are, how they voted, and any available voting rationale based on N-PX filings and other research sources.
Investor Influence Analysis Report. Calculating the levels of influence advisory firms like ISS and Glass Lewis may have on your institutional investors
Project Management of entire shareholder engagement process.
If requested, Predictive Voting Analytics and Projections
Investor Briefing Profile, investor background, historical voting, policy preparation in advance of engagement calls
Review proxy statement from an institutional investor and advisory firm perspective and provide examples of best-in-class disclosures.

Compensation-Plan Specific Deliverables

Compensation Vulnerability Assessment
Equity Plan modeling against Proxy Advisory firm scorecards and key investors
Quantitative Assessment of Voting Power Dilution and Burn Rate
If requested, Predictive Voting Analytics and Projections

Executive Compensation – Content and Case Studies

How To Manage An Adverse Proxy Advisory Firm Recommendation.

Navigating Annual Consecutive Equity Plan Replenishments

People working in the office
Graphs in Black and White

Winning favorable vote recommendations from the proxy advisors, ISS and Glass Lewis, can certainly make a company’s annual shareholder meeting easier. However, when faced with an adverse vote recommendation, issuers should know there are still options on the table and adverse recommendations can be overcome.

Will ISS or institutional shareholders hold it against my company if we add shares to our equity plan two years in a row? Alliance Advisors receives this question often, and it was worth a deeper look.

Written By Alliance Advisors' Expert In Corporate Governance

Domenick deRobertis
Chief Strategy Officer

Domenick is Chief Strategy Officer at Alliance Advisors. . He specializes in meetings with complex agendas including mergers and acquisitions, executive compensation, capital restructurings, and shareholder-sponsored proposals.

Written By Alliance Advisors' Expert on Executive Compensation

Etelvina Martinez
Managing Director

Etelvina has been in the field of corporate governance since 2003 and has worked with issuers and institutional investors in the U.S. and several international markets.

Read The Full Article Get In Touch
Read The Full Article Get In Touch

How To Manage An Adverse Proxy Advisory Firm Recommendation.

People working in the office

Winning favorable vote recommendations from the proxy advisors, ISS and Glass Lewis, can certainly make a company’s annual shareholder meeting easier. However, when faced with an adverse vote recommendation, issuers should know there are still options on the table and adverse recommendations can be overcome.

Written By Alliance Advisors' Expert In Corporate Governance

Domenick deRobertis
Chief Strategy Officer

Domenick is Chief Strategy Officer at Alliance Advisors. . He specializes in meetings with complex agendas including mergers and acquisitions, executive compensation, capital restructurings, and shareholder-sponsored proposals.

Navigating Annual Consecutive Equity Plan Replenishments

Graphs in Black and White

Will ISS or institutional shareholders hold it against my company if we add shares to our equity plan two years in a row? Alliance Advisors receives this question often, and it was worth a deeper look.

Written By Alliance Advisors' Expert on Executive Compensation

Etelvina Martinez
Managing Director

Etelvina has been in the field of corporate governance since 2003 and has worked with issuers and institutional investors in the U.S. and several international markets.

Case Studies

Shareholder Engagement & Compensation Advisory Partial Client List

Our Shareholder Engagement & Executive Compensation Experts

Peter Casey

President

Management

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Ownership Intelligence

Using our proprietary data base built from 18 years of proxy campaigns we can identify institutions behind the custodians with 96% + accuracy with how and when they vote.

Shareholder Engagement/Solicitation

Our team has decades of experience in soliciting proxies.

Corporate Governance Team

We have former ISS and GL experts on staff that can help craft your presentations to proxy advisors. Our team can help you spot/fix weaknesses in corporate governance profiles.

Retail Outreach

We analyze your retail base and provide unique retail outreach strategies. Our virtual agent platform allows for rapid retail/NOBO shareholder outreach.

Investor Perception Targeting

Alliance Advisors has the capability to conduct an audit of key sell-side and buy-side constituents to ascertain perceptions and expectations of a company’s shareholder base.

Proxy Logistics

Print mail documents on demand. No more waiting for 3rd party suppliers to deliver.

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, , Retail Outreach and M&A.

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Vamos más allá, desde el desarrollo hasta la ejecución de estrategias audaces que dan prioridad al cliente, lo que da como resultado resultados ganadores.

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