Our Services

Activism Preparedness

Assess activism vulnerabilities, identify potential areas of attack, and develop proactive strategies to mitigate risks and strengthen defenses
Develop "break-the-glass" plan and playbook covering first 48-hour actions, responses, communications sequencing, and advisor coordination
Evaluate ownership and investor behavior to identify activists and shareholders likely to align with activist campaigns
Design and implement shareholder engagement strategy to proactively own the narrative and build relationships with proxy voting teams
Develop engagement materials including investor presentations, talking points and Q&A to best position the company with investors and proxy advisors
Develop clear value-creation and governance messaging to pre-empt potential activist critiques

Activism Defense

Deconstruct the activist's arguments and develop data-driven rebuttals addressing strategy, capital allocation, governance, and performance
Deliver real-time advice in live shareholder activism scenarios, covering defense strategies, tactical actions, and response plans
Develop ALL fight materials including investor presentations, fight decks, fight letters, press releases, talking points and Q&A to best position the company with investors, proxy advisors, and the market
Develop targeted outreach plan to key shareholders, ISS, and Glass Lewis to frame the company's narrative, address concerns, and secure supportnt prep sessions providing insight on a shareholder-by- shareholder basis
Respond to public letters and activist presentations with effective counterarguments to the activist's claims and thesis
Collaborate with internal teams, management, the Board, as well as outside counsel and advisors to create a unified and coordinated approach