For Investors
Begin your journey to renewed confidence

We provide practical, effective methodologies to help regain confidence once deemed suitable. Our experienced team delivers comprehensive solutions to identify vulnerabilities and craft compelling narratives for success. 

 

Approaches may involve: 

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• Board Composition, Skills and Expertise Assessment

• Compensation and Executive Strategy Review 

• Rationality Support and Governance Plans

• Market Perception Studies

• Independent Shareholder Feedback

• Proxy Advisory and Ratings Research 

• Public Share Register

• Past AGM/EGM/SGM Reviews

• ESG Sustainability Progress Tracker

• ​Vulnerability Assessment 

• Company Negotiation Consulting​

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Once settlement is reached both investors and company management teams can refocus their attention to building successful pathways. 
 

​In the event of protracted dialogue with company management teams or when a more assertive approach is necessary, we provide expert guidance and support to investors seeking to effect change.

 

Strategies offered:

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• Strategic Resolution Planning

• Comprehensive Share Register Analysis  

• Development of Institutional and Retail Shareholder Outreach Strategies  

• Proxy Advisory Engagement 

• Creation of Campaign Websites, Social Media Plans, and Outreach Methods  

• Governance and Messaging Documentation Review  

• Execution of Email Campaigns for Official Documentation Distribution  

• Analysis of Positive and Negative Market Sentiment  

• Strategic Advisory and Release of Additional Information  

• Detailed Breakdown of Vote Tabulations

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Throughout this process, we recommend maintaining clear and open communication with management teams to effectively address and overcome the challenges of going public.

In the event of persistent disagreements, initiating independent shareholder approvals at General Meetings may become one of the few viable options.

 

To maximise support and secure favorable outcomes, we recommend implementing the following strategies:

 

• Submit shareholder resolutions in accordance with company bylaws  

• Develop a dedicated campaign website and comprehensive presentation materials  

• Conduct targeted email and phone outreach to independent investors  

• Engage with Proxy Advisory firms for strategic guidance  

• Partner with special situations research experts for in-depth analysis

• Publish supplementary materials to reinforce key messages

• Monitor and tabulate votes to track progress effectively

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These measures are designed to ensure a well-coordinated and impactful approach to achieving shareholder consensus.

After the General Meeting or Corporate Action Event concludes, we recommend implementing a strategy to nurture and sustain the relationships built during the public campaign.

 

• Post-Mortem Review of AGM/EGM/SGM/M&A Event

• Routine Engagement with all stakeholders including company management, other independent investors, and Proxy Advisory firms 

• Ongoing Governance Reviews and Progress Tracking

• Continual assessment of ESG sustainability goals and progress 

• Planning of additional General Meetings or Corporate Actions events

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Fostering open communication and engaging actively with all stakeholders enables investors to build lasting relationships with investee companies, grounded in trust and transparency.

 

This approach not only aligns with fund objectives but also lays the foundation for sustained success in an ever-changing business environment.