Who We Serve

Okapi’s most direct strategic partner, we guide companies through shareholder challenges and opportunities, as an exceptional advisor to the issues at hand.

Advising hundreds of institutional and industry-leading clients.

Trusted across the full range of shareholder decisions.

Our work with clients across complex situations has built trust, resilience, and strategic purpose.

This includes activist responses, routine outreach, and other areas where investor support matters significantly.

Creating global best-in-class responses to situations, 15% experience that is critical to achieving outcomes.

Select Engagements

Handpicked cases that demonstrate performance and how we strategically enable key outcomes for clients.

21st Century Fox logo
Bed Bath & Beyond logo
Brandes Investment Partners logo
Cliffs logo
Crocs logo
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CVS logo
Darden logo
Danaher logo
Denny's logo
Destra logo
Digital Reality logo
Etsy logo
Five Below logo
Flaherty & Crumrine logo
Genco Shipping & Trading logo
Helix Energy Solutions logo
H&R Block logo
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Lululemon logo
Neuberger Berman logo
New York Times logo
Paramount logo
Peloton logo
PetMeds logo
Ralph Lauren logo
RBC Global Asset Management logo
Realty Income logo
Royal Caribbean International logo
Smithfield logo
Soho House logo
Transdigm Group logo
UBS logo
Williams logo

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
Read the Case Study

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