Executing Fund Campaigns
Helping investment funds build shareholder support and influence outcomes.
Advisory and execution for fund shareholder votes, corporate actions, and special situations.
We support fund complexes and advisers through shareholder vote campaigns, corporate actions, and other situations that require precise outreach, clear messaging, and disciplined execution.
Our teams combine proxy solicitation experience with strategic judgement so clients can secure outcomes with confidence — from routine meetings to contested or time-critical mandates.
See our approachShareholder Vote Campaigns
Planning and executing solicitation programs for fund shareholder meetings and related votes.
Corporate Actions
Advisory and outreach support when funds and their investors face corporate action decisions.
Special Situations
Hands-on execution for complex or time-sensitive fund mandates that need senior oversight.
Investor Communications
Clear, consistent messaging to beneficial owners and intermediaries throughout the campaign.
Meet your Experts.
Placing the sharpest talent at the fore – meet the practitioners known for their subject-matter expertise.
See Our Experts
Speak with
our Experts.
Directly access senior expertise, with advice shaped by deep experience in shareholder dynamics.