Developing Relationships with Proxy Advisory Firms | Practical Law

Developing Relationships with Proxy Advisory Firms | Practical Law

This Note discusses the role of proxy advisors and describes proxy advisor engagement processes. This Note also discusses the steps a company can take to prepare for proxy advisor outreach, including how to evaluate corporate governance practices and identify the shareholder base and their main governance issues. In addition, this Note identifies tactics for effective proxy advisor engagement.

Developing Relationships with Proxy Advisory Firms

Practical Law Practice Note 8-517-2134 (Approx. 33 pages)

Developing Relationships with Proxy Advisory Firms

by Francis H. Byrd, Alchemy Strategies Partners LLC, with Practical Law Corporate & Securities
Maintained • USA (National/Federal)
This Note discusses the role of proxy advisors and describes proxy advisor engagement processes. This Note also discusses the steps a company can take to prepare for proxy advisor outreach, including how to evaluate corporate governance practices and identify the shareholder base and their main governance issues. In addition, this Note identifies tactics for effective proxy advisor engagement.