Okapi Partners is widely-recognized as the leader among proxy solicitation and advisory firms when it comes to shareholder activism. According to Activist Insight Monthly, we have worked on more shareholder activism situations than any other proxy solicitor since our inception.
Our corporate clients often call us prior to or on the eve of an activist attack. Our team can quickly assess the situation and devise an effective outreach campaign to shareholders. On any given campaign, our goal is to understand the dynamics of a company’s shareholder base, craft an effective communications playbook and persuade investors to make the correct voting decisions in a timely manner.
Using our capabilities at Okapi Market Intelligence, we start any defense with an in-depth understanding of the various constituents that comprise your shareholder base, a critical piece of intelligence to ensure a successful solicitation in a contested situation. Once an activist is involved publicly, a company’s shareholder base can change dramatically.
Understanding the different concerns and motives of your holders – including traditional institutional investors like mutual funds and pension funds, hedge funds, arbitrage firms and retail investors – is essential when executing any communications and solicitation campaign. Because of our work with mutual funds and other investment firms, our relationships among investors of all types is unmatched and our phone calls get returned.
We work with our clients as well as their legal, financial, public relations and investment banking advisors to devise and execute a strategy that maximizes results. We provide input on document drafting as well as advice regarding communication with proxy voting advisory agencies such as ISS and Glass Lewis.