Investors that find themselves in the throes of an escalating activist situation will inevitably also find themselves in front of one or both of the remaining major proxy advisors, ISS and Glass Lewis. Winning their support can make a difference, as their recommendation can influence 20% or more of the votes at many companies.

Below is our guidance, from this time last year, about the best ways to make your case to these crucial players in the game.

MRL

 

logo1
Resources and Advisory Services
 
If you're an investor that wants to turn around an underperforming portfolio company, then TAI is for you.
 
Management listens to The Activist Investor.

As annual meetings approach, investors find themselves needing to work with RiskMetrics/ISS, Glass Lewis, PROXYGovernance, and other proxy advisors.

Who are these firms and why are they so important? How can they make or break a campaign for board of directors positions or shareholder proposals?

Consult our discussion of proxy advisors, and a checklist for activist investors that need to present a case to these firms.

See the TAI website for similar checklists, discussions, and other useful resources for investors that want to know more about activist strategies and tactics.
For further information, or to discuss a specific turnaround situation, please contact:
 
Michael R. Levin
m.levin@theactivistinvestor.com
847.830.1479