A successful proxy campaign begins with a thoughtful assessment of the agenda, recognition of issues that may cause or contribute to undesirable investor votes, an accurate evaluation of the shareholder profile from both a voting control and investment perspective, sensible advice on modifications to a proposal that will improve the odds of success and finally a precise forecast of the eventual outcome on each agenda item. Based on the initial analyses outlined above, we design a comprehensive strategy, including a detailed timeline, designed to accomplish the goals our clients seek. Finally, we track and report on shareholder voting real-time, including who has voted and how. We constantly evaluate a campaigns progress and always stand ready to adjust strategy if the facts require.
