Feb 19, 2020 | 2019, 2019 Q4, 2020, Issues, Legal Services, Proxy
Activist Insight Monthly, which regularly tracks info on contested situations, named Okapi Partners as the “Top Proxy Solicitor of 2019” - for the fourth consecutive year - based, we hasten to note, on the number of “deals” handled. The survey also named the leading...
Feb 19, 2020 | 2019, 2019 Q4, 2020, Issues, Transfer Agents
As you will see from the chart below, we estimate that the transfer agency market - measured by shareholder records maintained - dropped by roughly 5% between our last estimates in 2017 vs. year-end 2019… producing some very interesting shifts in market share at...
Feb 13, 2020 | 2019, 2019 Q4, Corporate Governance, Issues
You would not be doing all of your 2020 homework without thinking about incorporating some kind of statement about your “Corporate Purpose” into your Annual Report, following all the publicity the Business Roundtable got with its statement on the importance of having...
Feb 13, 2020 | 2019, 2019 Q4, Annual Meetings, Issues, Virtual Meetings
Virtual Shareholder Meetings (VSMs) continue to gain traction - perhaps a tiny bit slower than in previous years - but this year, a seminal event we say; the successful adoption by Microsoft of a Virtual-Only Shareholder Meeting. We were skeptical about their ability...
Feb 13, 2020 | 2019, 2019 Q4, Issues, Proxy
Every year around this time we remind readers that they should get an extra-early “jump” on planning for their Annual Meeting. And we offer our top-three tips on avoiding unexpected - and unwanted - and career-threatening meeting outcomes. Here they are: Never be...
Apr 9, 2019 | 2019, 2019 Q4, Issues, People
Donna Ackerly, who had, for many years, been one of the busiest, most popular and most client-oriented people at Georgeson, has signed-on as a Senior Vice President - Business Development at Laurel Hill Advisors. We are so happy for Donna, and for Laurel Hill as well,...
