We can help you defend against shareholder activism

If you find yourself in a defensive situation, such as a boardroom battle, we can support you. Activists are highly informed shareholders with focused portfolios, but we understand their methods. We have the experience of working in activist situations globally, and we'll use this to help you make yourself heard.

How do we do this?​

  • We'll profile activists

    So you know who they are, along with their key interests and concerns.

  • We’ll conduct a vulnerability analysis

    So you can understand where your weaknesses lie, in order to protect them. This could be weaknesses in certain resolutions, or groups of shareholders.

  • We’ll examine past voting activity to model expected turnout

    This is vital in preparing you for potential vote outcomes.

  • We’ll assess what the key activist really wants to achieve

    There may be underlying motives to the way they plan to vote.

  • We’ll develop a shareholder communications strategy

    We'll also engage with your investors to find out how they are going to vote at your upcoming general meeting, if they will be supporting the activist, and if they will not vote “for” the board. We’ll then work with you to understand the impact.

  • We’ll develop a proxy advisor communications strategy

    We'll contact proxy advisors directly to make sure they have the information they need to make their recommendations, which have a big influence on your shareholders. We give you the right tools to engage with them and prepare your team for the types of questions they might ask.

  • We’ll quantify the influence of proxy advisors

    So you can be sure who is listening to their advice, and the impact it will have on each resolution.

  • We’ll help you prepare for proxy advisor meetings

    We can even role play the conversation for you, so you’re as prepared as possible.

  • We'll prepare your boardroom

    You can be sure there's a team and strategy in place so you're ready to face activist investors.

​What I enjoy most working for Georgeson is the process of transformation of ideas and the incredible scope of learning. I am always being given the opportunity to learn and work on a wide range of projects.​​

 

Nina Atkinson, Account Manager, Georgeson

2023 Australian AGM Season Review

In 2023, investors pressured issuers to deliver greater returns while being more astute with capital expenditure and managing their social licence to operate. What does this mean for corporate governance in 2024?

FIND OUT HERE

Speak to one of our experts today about how we can help you prepare for shareholder meetings.

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