Lisa Patel

Managing Director

Expertise

Activism & Special Situations
Corporate Proxy Solicitation
Governance & Shareholder Engagements
Mergers & Acquisitions

Bio

Lisa Patel advises companies and investors on proxy campaigns related to annual meetings, mergers, and contested director elections. She works closely with clients on shareholder engagement and governance matters, helping them prepare for and navigate voting outcomes.

She has a decade of experience advising on governance issues and contested situations at multinational corporations. Her work includes analyzing shareholder composition, developing vote projections, and coordinating institutional engagement. She also helps clients understand investor and proxy advisor perspectives on ESG and governance issues.

Lisa holds a B.A. in Economics from Bucknell University.

Speak with
our partners.

Directly access senior expertise, with advice shaped by deep experience in shareholder dynamics.

Name(Required)
Please let us know what's on your mind. Have a question for us? Ask away.