Activist Watch

Mitigate risk through proactive monitoring and identification.

As hedge funds become more demanding and “activist investing” gains traction, corporations need to proactively monitor their shareholder base for activist investors. At Alliance, our goal is to notify our clients of the existence of shareholder activists and to enhance our clients’ ability to respond to shareholder activism in a timely and cost-effective manner.

With experience extending to more than 100 contested M&A and proxy contest situations, our knowledge of shareholder activists and deep understanding of institutional investors and the proxy advisory firms enables our clients to effectively respond to key questions, such as:

  • Why is the company targeted?
  • What other situations has the activist been involved in?
  • What is the activist’s playbook (i.e. balance sheet activism, corporate governance, turn-around, divestment of segments, or sale of the business)?
  • What is the activist’s track record in proxy contests?
  • How should the company respond to Schedule 13D filings?
  • How should the company engage with ISS?

Our Activist Watch services help mitigate risk to the board and management teams by constantly monitoring the shareholder base for activist investors and proactively preparing our clients for potential activist threats be it a proxy contest, “Vote No” campaign or a shareholder proposal.

About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

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