Alliance Advisors is an independent advisory firm focused on Shareholder Meeting Advisory, Shareholder Engagement, Compensation, Governance & Sustainability Advisory, M&A - Activism, Institutional Investor Intelligence, Proxy Logistics and Retail Outreach strategies.

We work around the world for publicly traded companies, operating at board and C-suite levels. We go beyond the norm to develop and execute bold, client-first strategies, resulting in winning outcomes. We have a longstanding client base of over 1200 active public companies from a range of industries and market capitalization size.

Our clients engage with us on multiple assignments on a year-round basis. We are headquartered in the US, working together as one team, around the world, in multiple locations.

Retail Outreach
Every year, Alliance Advisors reaches millions of retail shareholders through a variety of solicitation strategies. Our campaigns are conducted across a range of shareholder profiles and product types.

We are retained by a wide variety of company types including traditional publicly traded corporations, from small to large market caps, retail heavy, public and private REITS, BDC’s and SPAC’S. In addition, we conduct retail campaigns investment companies including open-end funds, closed-end funds, and ETFs.

Our platform has the following modules:

• Outbound telephone: Our virtual cloud based “call center” has agents geographically dispersed to allow for maximum time zone management. Our platform allows us to scale outbound capacity up and down at will. We can provide inbound agents and bilingual agents, if required.
• Text to Vote: Since many shareholders are reluctant to pick up a call from an unknown caller, we offer Text to Vote services. Text to Vote is an effective vote gathering tool and allows us to send a short message containing an imbedded link to a voting page. Registered or NOBO shareholders can quickly and easily vote from their mobile phones.
• Email Voting: Email voting is like Text to Vote but with email we can deliver a more descriptive message to registered and NOBO shareholders. With both methods, shareholders have the ability to simply click and vote.

For more information on Shareholder Meeting Advisory click here.
Contact John DePinto at jdpinto@allianceadvisors.com