Proxy Solicitation Services, namely, annual and special shareholder meeting support for public companies, membership organizations, SPACS, and investment funds; retail investor engagement campaigns, voting Power and proxy advisor influence analysis; cross-border and depositary receipt meetings; Capital Market Intelligence Advisory Services, namely, strategic stock surveillance; shareholder and bondholder ownership and investor profile analysis; and peer and market trend assessments; Activist Investor Preparation and Defense, namely, activism preparation, watch and defense; strategic consulting and shareholder engagement in proxy contests; and proxy advisory firm engagement; Corporate Governance Advisory Services, namely, investor activism risk management; shareholder and proxy advisory firm engagement; and regulatory, governance, and sustainability reporting and disclosure; Board Governance Advisory Services, namely, board evaluation and effectiveness advice; Board education and director development, organizational governance assessment and design; board governance support and implementation; and corporate governance research and policy design; Sustainability Advisory Services, namely, ESG gap analysis and action plans; regulatory readiness assessments; and ESG and sustainability reporting; Climate Advisory Services, namely, greenhouse gas (GHG) emissions and environmental inventory targets; climate risk assessment and scenario analysis; and data and business intelligence for ESG reporting; Crisis and Special Situations Communications Services, namely, crisis audits and simulations, business preparedness reviews; and legal action and litigation responses; Corporate Communications Advisory Services, namely, corporate communications strategy; reputation management; sustainability and ESG communications; branding solutions; Financial and Transaction Communications Advisory Services, namely: communications advice regarding mergers, acquisitions, spin-offs and dispositions; capital optimization and restructuring; IPOs and capital raising; activist preparedness and defence; analyst and media relations; Public Affairs and Campaigns Communications Advisory Services, namely, political engagement and advocacy campaigns; communications advice regarding governmental and regulatory affairs; Investor Relations Advisory Services, namely, strategic program reviews; market engagement; investor perception studies; and capital markets events; Graphic Design Services, namely, annual and sustainability report design; corporate and investor presentations; visual identity design; and website design; Research Services, namely, investor and other stakeholder perception studies; industry-specific perception studies.
Advertising and BusinessMergers and Acquisitions Advisory Services, namely, strategic consulting in friendly, contested and hostile M and A transactions; strategy and execution of transaction shareholder vote solicitation; information agent services; and post-transaction asset reunification; Global Debt and Bondholder Services, namely, bondholder identification; liability management; information agent services; transactions support; and debt restructuring services.
Insurance and Financial