Take Ownership of Your Governance: Don’t Wait for Activists to Start the Conversation

Navigating M&A and Shareholder Activism: Key Insights for 2025 Co-Editor Peder Hagberg interviews Bob Marese, President of MacKenzie Partners, on current trends in mergers and acquisitions, shareholder engagement, activism, and effective board governance heading...

Leveling the Playing Field of Corporate and Shareholder Transparency

A Call to Action from Joseph Caruso, CEO, Alliance Advisors Joe Caruso: Over the past few years, there’s been a growing call for greater corporate transparency, especially from government agencies, institutional investors, and proxy advisory firms. But are we really...

Reflections on “Engaging with Investors”

Over the Past 30+ Years – And Advice for Effectively Engaging Now – From Two Pioneers of Good Corporate Governance When we announced the theme for this year’s Special Supplement to the OPTIMIZER—our thirtieth edition—one of our advertisers noted that “thirty years...

Big News For Issuers On “Retail Engagement” – Vow Now To Do Better Next Year

Big and important news from Broadridge’s 5th annual CX [Customer Experience, we figured out] and Communications Consumer Insights report, “capturing the responses of 4,000+ consumers across North America regarding their preferences for different communication...

The Supplier Scene 2014

Boom! The acquisition by number-one T-A Computershare of Registrar & Transfer Company’s stock transfer business – along with its Commerce Financial Printers unit and R&T’s relatively new Eagle Rock Proxy Advisors business – dropped with a big loud bang in May

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