News

February 1, 2018

Okapi Partners Acquires Leading Stock Surveillance and Shareholder Intelligence Firm

Okapi Market Intelligence Group will provide clients with timely and reliable information on share ownership changes as well as investor identification services 

Okapi Partners LLC, a leading proxy solicitation and investor response firm for corporations and institutional investors, is pleased to announce it has acquired Market Intelligence Group LLC, a sophisticated stock surveillance and shareholder intelligence firm. Walt Schuplak, Founder and Managing Partner of Market Intelligence Group, will become a Managing Director of Okapi Partners and head of its new subsidiary, Okapi Market Intelligence Group.

“Investor monitoring and market intelligence have always been part of Okapi Partners’ services to clients, but we are now formalizing this offering under Okapi Market Intelligence Group and adding Walt’s analytical expertise and keen eye for determining changes in share ownership,” said Bruce H. Goldfarb, President and CEO of Okapi Partners.

“Whether we are working for a public company on its annual meeting, an M&A campaign or engagement outreach or advising an activist investor, understanding a company’s constantly-changing shareholder composition is integral to the success of any voting campaign,” said Patrick J. McHugh, Co-Founder and Senior Managing Director at Okapi Partners. “Market Intelligence Group has excellent shareholder identification resources that will integrate well into the services we offer clients as well as provide an additional service that many of our clients have requested.”

Gathering market intelligence on complicated changes in share ownership requires analytical expertise and strong industry relationships to thoroughly understand the shareholder landscape. Okapi Market Intelligence Group combines a first-rate technology platform with deep analytical abilities to provide clients with timely and actionable information that identifies institutional investors and continuously monitors a company’s shareholder base.

About Okapi Partners LLC
Founded in 2008, Okapi Partners is a strategic proxy solicitation and investor response firm providing a full range of solicitation and information agent services, as well as related consultation and advice to clients. The firm represents corporations, mutual funds, private equity firms, hedge funds and institutional investors and provides them with superior intellectual capital, industry relationships and execution capabilities.

Okapi Partners was recently recognized as the top proxy solicitor by Activist Insight magazine for the second year in a row. The firm represented both issuers and activists in 26 campaigns in 2017 in what was one of Okapi’s most successful years since its founding in 2008, according to Activist Insight. In 2017, Okapi Partners worked with over 100 corporate clients providing advise on proxy solicitation matters, corporate governance issues and shareholder engagement strategies.

Okapi Partners combines expertise with a fresh, energetic approach. Clients can expect to work with the firm in developing and guiding their solicitation and response campaign from beginning to end. Well versed in the markets and prepared for any contingency that might arise during an assignment, Okapi Partners provides our clients the ability to respond thoughtfully and effectively. Experience working hand-in-hand with clients and their advisors allows the firm to deliver optimal outcomes for clients. Additional information is available at www.okapipartners.com. Follow Okapi Partners on Twitter @OkapiPartners.

MEDIA CONTACT:
Zach Kouwe
Dukas Linden Public Relations
646-808-3665
zkouwe@dlpr.com

SOURCE Okapi Partners LLC

From PR Newswire