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Proxy solicitation & communication services for shareholder meetings
RD:IR offers UK and international public companies a full proxy solicitation service.
Our widely recognised skills in the area of shareholder analysis place RD:IR in prime position to help companies garner support for corporate actions among institutional and private investors.
Using in-depth shareholder analysis we can provide a full list of nominee, beneficial, institutional and private client investors; identify discretionary and non-discretionary fund manager and private client stockbroker holders; and advise on likely nominee / custodian handling of proxy forms.
We conduct telephone campaigns to institutional investors, retail intermediary fund managers, hedge funds, private shareholders, nominees, custodians, stockbrokers and traders, adhering strictly to FCA conduct guidelines.
Our proxy research team is expert in sourcing information from overseas custodians and their experience can be invaluable in dealing with overseas investors during any proxy campaign.
We offer these services as part of our proxy work:
We are specialists in getting the best possible outcomes for our clients in AGMs & EGMs by our thorough approach to the solicitation process, especially where we analyse the share register. We adopt a top-down and bottom-up approach, contacting all the relevant people in the chain of ownership / registration to ensure proxy forms are delivered, received and returned appropriately.
Schemes of Arrangement have become increasingly popular in UK M&A scenarios but carry the burden of a higher risk in terms of getting over the line. We are experts in ensuring the best possible voting outcomes at all shareholder and Court meetings through our systematic and focused approach to proxy.
We have run successful proxy campaigns for our clients across a range of corporate actions and M&A scenarios, including cross-border transactions.
We highly recommend that companies run outreach programmes to the corporate governance fund managers as part of their standard investor outreach work, and ahead of the AGM.
We set up and run governance roadshows using our deep and wide knowledge of the corporate governance area. We can also set up meetings with the proxy advisory agencies if relevant.
We offer an analysis of your shareholders in terms of the potential influence of proxy advisory agencies (PAA).
We provide advice on:
Fund managers will consider voting against agency recommendations if there is a compelling reason, so engagement is key. We can help by tracking the recommendations of the proxy advisory agencies and then advising which shareholders follow these recommendations.
We understand the proxy advisory agency landscape and have built up good relations with these firms. We can help companies reach out to these agencies and identify their potential impact on voting as a result of their recommendations.
We can advise companies on the most appropriate method of communication to their shareholders.
We can provide advice to companies on their draft resolutions in relation to the PAA’s, using the PAA’s voting guidelines