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CAPE LIVE

Sodali is recognized as the global leader in corporate governance consulting, shareholder transactions and institutional investor relations. When a company's board and managers are facing demands from investors, looking for their support, or trying to manage their expectations, they turn to Sodali for advice and services.

Why Sodali? Here are
13 reasons
Sodali
Worldwide

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15.05.2013 The Maturing of Shareholder Activism

The 2013 AGM season reveals that shareholder activism is becoming ...

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What We Do.

  • OWNERSHIP ANALYSIS AND PROFILING

    • 1) Research and collection of ownership data
    • 2) Strategic ownership analysis
    • 3) Retail segmentation and implementation programs
    • 4) Coordination with investor relations

  • PREPARATION AND CONDUCT OF AGMS

    • 1) Pre-meeting data collection and analysis
    • 2) Meeting planning and document review
    • 3) Vote projection
    • 4) Outreach to proxy advisors and intermediaries
    • 5) Vote solicitation campaign
    • 6) Monitoring institutional voting instructions
    • 7) Vote reconciliation and tabulation
    • 8) Post-meeting findings and recommendations

  • EGMS, ACTIVIST PROPOSALS AND CONTESTED ELECTIONS

    • 1) Issue analysis and consultation
    • 2) Governance assessment
    • 3) Vote projection and vulnerability analysis
    • 4) Communication strategy
    • 5) Outreach to institutional investors and advisors
    • 6) Vote solicitation strategy
    • 7) Shareholder engagement campaign
    • 8) Monitoring and tabulation of shareholder votes
    • 9) Conduct of shareholder meeting
    • 10) Analysis of votes results

  • MERGERS AND ACQUISITIONS

    • 1) Analysis of share ownership, cross-shareholdings and market activity
    • 2) Review of corporate governance
    • 3) Issue analysis and vote projection
    • 4) Communication and transaction execution
    • 5) Monitoring of share voting and flow back
    • 6) Update of shareholder base
    • 7) Post-meeting review and recommendations

  • TAKEOVER PREPAREDNESS AND DEFENSE

    • 1) Vulnerability analysis
    • 2) Governance Assessment
    • 3) Strategic response plan
    • 4) Formation and duties of the defense team and advisors
    • 5) Investor perception and market monitoring
    • 6) Communication and road shows

  • RESTRUCTURINGS AND BONDHOLDER PROGRAMS

    • 1) Identification of the bondholder base
    • 2) Feedback on bondholder sentiment
    • 3) Issue analysis – evaluation of strategic implications
    • 4) Communication strategy
    • 5) Engagement with investors
    • 6) Outreach to intermediaries – technical assistance
    • 7) Transaction execution

  • CORPORATE GOVERNANCE ASSESSMENT

    • 1) Compliance with local requirements
    • 2) Benchmarking to global standards and best practices
    • 3) Peer company comparison
    • 4) Investor perceptions
    • 5) Communications

  • BOARD EVALUATION

    • 1) Review of current practices
    • 2) Board Evaluation program
      • Board structure and policies
      • Preparation and goals
      • Issues and hot topics
      • Directors questionnaire
      • Personal interviews with Directors
    • 3) Preliminary report to Chairman
    • 4) Final report to Board of Directors
    • 5) Implementation

  • OUTREACH AND ENGAGEMENT WITH SHAREHOLDERS

    • 1) Corporate Governance Road Shows
    • 2) Governance Surveys
    • 3) Investor Relations supplemental programs

  • WORKSHOPS ON CORPORATE GOVERNANCE & SHAREHOLDER COMMUNICATION

    • 1) Board of Directors
    • 2) Executive management
    • 3) Subsidiaries
    • 4) Human resources

  • CORPORATE GOVERNANCE CONSULTING FOR PRIVATE COMPANIES

    • 1) Situation Analysis
    • 2) Corporate Governance Assessment
    • 3) Findings and Recommendations

  • SERVICES RELATED TO INITIAL PUBLIC OFFERINGS

    • 1) Pre-IPO intervention
    • 2) IPO Offering period intervention
    • 3) Post-IPO intervention