Guiding superior decision-making through superior insight.

A perspective earned through experience

Our experts deliver shareholder outcomes by enabling better critical decision-making — as a leading authority on investor behaviour, combining exceptional market intelligence with expertise proven in the field.

Enterprise’s
strategic partner.

Experienced practitioners lead teams, devise strategies, and actively execute solutions. Leading with seasoned judgement and a distinctive accountability that sharpens outcomes.

Investor Insight & Market Intelligence

Trusted as the first advisors to call in special situations, we bring a leading understanding of investor behavior and dynamics.

We harness this and ongoing research and surveillance into valuable insights for our clients. So they gain an acute understanding of a company’s evolving shareholder composition and market context. Enabling them to act decisively, from senior management responses to live campaigns.

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Meet your Experts.


Co-Founder and Senior Managing Director

Senior Managing Director and Head of Investment Management Group

Entrusted to deliver.

Okapi partners with accomplished clients to advance their objectives – from global corporations to start-ups, hedge funds, mutual funds, private equity firms, and leading investors.

Who We Serve

The Trian Partners vs. Disney proxy contest showcases a masterclass in creative media use and shareholder engagement on both sides of the fight, setting a precedent for what contested situations could look like in years to come.

Patrick J. McHugh Co-Founder and Senior Managing Director
Read the Case Study