Okapi Partners

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Insight-led Strategy.
Decisive Execution.

Designing and delivering outcomes with exceptional clarity, visionary judgement and distinctive accountability.

Investor Insight & Market Intelligence

A full-spectrum view of company context, stakeholders, and sentiment to inform strategy and decision-making.

Governance & Shareholder Engagement

Structured outreach and governance positioning aligned to long-term value creation and board accountability.

Strategic Advisory & Execution

Hands-on senior guidance from planning through execution in moments where precision and timing matter most.

Activism & Specialist Situations

Targeted support for contested or high-stakes mandates where outcomes depend on speed, rigor, and confidence.

Executing Fund Campaigns

Advisory and execution for fund shareholder votes, corporate actions, and special situations.

SELECT ENGAGEMENTS

Rewriting the Proxy Playbook: Trian Partners VS. Disney

The Trian-Disney fight offers a blueprint for contested meetings ahead. We examine how institutional loyalty and retail apathy shaped the outcome, and what it means for campaigns to come.

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

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Insight-led Strategy.Decisive Execution.