Articles | Optimizer Online

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...

The OPTIMIZER’s Top Tips For Vetting Key Suppliers

Start with an overview of key players in their field: Who owns them? How long have they been in business? Where do they seem to rank vs. other players in terms of market share? For smaller players, be sure to pull a D&B report, which may surprise you big-time –...

More Takeaways From The 2013 Annual Meeting Season

2013, 2013 Q2, Activist Investors, Annual Meetings, Corporate Governance, Issues

Our ”Number-One Thing” Warning Comes True…In Spades, As Does Our Warning Re: “Big Hats/No Cattle”: Things To Think On As You Plan For Next Year

Activist Investors Continue To Step-Up Their Focus On Stewardship Of Corporate Assets – And On Use Of Cash

2013, 2013 Q3, Activist Investors, Corporate Governance, Issues

A Mega Trend Gains Steam

Time For More Proactive MD&A On Sharebuyback Activities? Not To Worry – Activists Are Already On The Case

Activist Investors, Corporate Governance

New Analysis From Fortuna Advisors Reveals Mostly Awful Returns On Investment In Share Buybacks

What Should Your Company Be Doing To Prepare For, And Ideally To Avert, Activist Knocks On Their Doors?

2013, 2013 Supplement, Activist Investors, Annual Meetings, Corporate Governance, Issues

A Checklist Of Our Top-Ten Tips On Things To Do… ASAP

QR Code Primer From EZOnlineDocuments

2013, 2013 Supplement, Issues, Technology

EZOnlineDocuments’ CTO, Rich Andrews, recently participated as a panelist in a webinar that discussed the topic of Quick Response (QR) codes. The following primer provides information on QR codes and why companies should consider using them in their documents and voting materials.

Proxypulse Reveals Shareholder Voting Trends

2013, 2013 Supplement, Annual Meetings, Issues, Proxy, Technology

Trends To Watch by Charles V. Callan and Michelle Jackson

The SSA Value Proposition

2013, 2013 Supplement, Issues, Money Saving Ideas

Since 1946, the Shareholder Services Association (SSA), a national, nonprofit; professional association, has delivered on its core mission to support and educate corporate issuers in effectively meeting their responsibilities for shareholder recordkeeping and service.

Cut Cost And Reduce Risks: Too Good To Be True?

2013, 2013 Q4, Annual Meetings, Issues, Mailing Specialists, Money Saving Ideas, Proxy, Transfer Agents

Our Top-Two Mega-Money-Saving/Risk Reduction Tips For 2014… Both Of Them Easy To Implement To Boot!

2014 Predictions On New Shareholder Proposals

2014, 2014 Q3, Activist Investors, Best & Worst Practices, Issues, Money Saving Ideas, Proxy

Straws In The Wind: Our Predictions On ‘Big New Things’ Coming Soon On The Shareholder Proposal Scene

Rewarding Long-Term Stock Ownership

2013, 2013 Q1, Investor Relations, Issues

We hate it when the European Union seems to forge far ahead of us on governance issues…so we did a double take when we read in the Financial Times that “Loyal shareholders in European companies would gain extra voting rights and a bigger slice of dividends under a...

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