Interactions with shareholders demand clarity, composure and experience. Our multidisciplinary experts help organizations anticipate challenges, engage investors and protect enterprise value.
In these moments, investors and activists often point to perceived gaps in strategy and performance and raise concerns about things like capital allocation, M&A and corporate governance.
Organizations must identify potential drivers of dissent early and take proactive steps to address vulnerabilities, particularly during periods of heightened risk and transformative events. Our senior experts partner with clients to anticipate and shape investor reaction, navigate high-stakes transactions and manage activism risk.
Drawing on decades of experience from more than 500 transaction engagements, we help clients navigate the critical barriers to deal success by providing strategic counsel across the full transaction lifecycle — from announcement through close. Our expertise spans investor and proxy advisor engagement, national and grassroots public affairs, media relations, specialized change management communications, integrated due diligence and full-stack digital, design and research.
We also help address operational and governance gaps, articulate the strategic rationale for transactions and secure support from key stakeholders. For clients facing shareholder activism and contested situations, we develop integrated defense strategies to help prepare for and respond to activists, defend strategic decisions and maintain control of the narrative under pressure.
With comprehensive advisory services spanning M&A and activism defense communications, we help organizations protect enterprise value, realize transaction goals and act decisively in moments of heightened scrutiny.
We believe that political diligence is a vital part of the M&A process. We’ve often seen deals that look great on paper to both sides, but neglect to investigate what politicians think of the deal.
We’re not just there for the transaction. We’re there after also, to make sure as much value as possible is extracted from that transaction through effective communication in its aftermath.
We’re preparing companies in transactions by making sure we’ve got support across the shareholder base to minimize risk.
Our leading governance team, which includes former ISS and Glass Lewis executives, provides unparalleled insight into proxy advisor deliberations and advises companies on how to secure favorable recommendations.
Our global public affairs experts, with bipartisan leadership and deep antitrust experience in Washington, D.C., Brussels and London, help organizations navigate regulatory scrutiny and political risk.
Our former financial journalists and senior communications professionals bring decades of experience engaging the financial press, shaping narratives and building public support in high-stakes situations.
Our dedicated digital, design and research teams identify risk, protect reputation and influence stakeholders across channels, including effective reach into fragmented and retail investor audiences.
Our dedicated people and transformation practice supports organizations through moments of change, including mergers, acquisitions, spin-offs and carve-outs, aligned with full integration management.
Our integrated due diligence approach spanning, cyber, DEI and political risk, leverages cross-practice expertise to surface issues, test assumptions and inform transaction and defense strategies.
We are the only activism adviser with an in-house investigations unit, helping organizations uncover disclosure vulnerabilities and rigorously test aggressor claims on nominees, strategies, experience and performance.
Our distinct operational expertise not only identifies value gaps but also develops and executes actionable plans to address vulnerabilities and strengthen performance ahead of investor scrutiny.
See how our experts help private equity and corporate clients navigate M&A strategy, carve-outs and communications across the deal lifecycle.
Our team — comprising former investment professionals, regulators, investigators, communication experts, operating executives and board members — understands the investor perspective and is uniquely qualified to advise corporations globally on complex issues.
