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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.
 An Activist Investing Toolkit

The TAI website now has several useful guides that comprise a kind of toolkit with novel ideas for your activist investing projects:

These tools allow a smart investor to go beyond a simple proxy fight, in which management usually has the advantage, and which can get very costly, very fast. In our experience, investors that use them can pursue an activist project much more effectively, at a much lower cost.

These guides extend on our popular ones on exec comp and proxy access. We also have similar helpful resources for working with proxy advisors (ISS, Glass Lewis) and with proxy solicitors.

As with other types of tools, investors can combine them creatively:
  • How about an exempt written consent solicitation?
  • Or a special shareholder meeting to approve a proxy access bylaw, in advance of the next annual shareholder meeting?

The possibilities are endless...

 

Let us know what you think of these, and how we can help you to understand and use these in your portfolio companies.

For further information, or to discuss a specific turnaround situation, please contact:
 
Michael R. Levin
[email protected]
847.830.1479