News

April 19, 2018
Articles

At Exxon Mobil’s annual shareholder meeting last year, for instance, Vanguard and BlackRock’s votes helped pass a shareholder resolution that the oil giant would regularly report the effects of climate change on its business—a blatant defiance of management’s recommendation. “That marked a turning point,” says Bruce Goldfarb, CEO of the proxy solicitation firm Okapi Partners. “The large index investors had mostly voted with management on environmental matters up until then.”

March 20, 2018
Press Releases

“I’ve long admired Okapi Partners for being instrumental in helping clients achieve their goals” said Ms. Higgins. “Okapi has been at the forefront of corporate governance and shareholder activism for the past several years, and its people have developed respect in the field for their collaborative work with both clients and their advisors. I’m honored to be joining their team.”

February 27, 2018
Articles

Goldfarb says institutional investors will typically still engage directly with both sides before making a decision. “Investors evaluate the message from both sides, review the track record of the activist and its nominees, as well as the board’s nominees, frequently consider research from proxy voting advisors and sell side analysts and ultimately support the side that the investor believes will create value for its investment in the company,” Goldfarb writes.

February 2, 2018
Articles

“Based on listening to the needs of many clients and advisers, we realized that it would be beneficial for Okapi Partners to provide stock surveillance in-house,” said Goldfarb. “With Okapi Market Intelligence Group, we can provide our clients access to what stock surveillance’s services can offer but also enhance it with the work that we do and our experiences with a company and its shareholders.”

December 13, 2017
Press Releases

“This year we executed campaigns against larger targets and in defense of companies by utilizing new and innovative tools to communicate with shareholders for the benefit of our clients,” said Bruce H. Goldfarb, President and CEO of Okapi Partners. “As we always have, our team stepped up to the plate in our busiest year ever and delivered the highest quality counsel and execution our clients have come to expect.”