Meeting Proxy Support Services | EQ

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Overview

D.F. King ensures successful annual and special meetings with our strategic analysis, careful planning, and flawless execution. We understand that shareholder engagement planning is critical to garner support on a wide range of issues and we ensure that your meetings are well-managed to yield highly positive outcomes and secure critical shareholder support for any number of corporate initiatives your organization is pursuing. 

Our experts take a strategic approach to your meeting and communications strategy and provide you key procedural guidance. Once we carefully assess your company’s critical opportunities and vulnerabilities, we develop a personalized solicitation strategy and the tactics necessary to achieve high participation and support levels. As your trusted advisor, D.F. King is proud to partner with you to provide advisory on all details critical to a highly productive meeting.

Our Services

Successful Meetings

We offer a comprehensive suite of services and manage campaigns to help ensure the success of your annual and special meetings: 

  • Vote Projections
  • Equity Plan Evaluation
  • Investor Activism and Proxy Contests
  • Director-Withhold
  • Merger Votes
  • Institutional Solicitation and Engagement Strategy
  • Retail Solicitation and Call Campaigns
  • Shareholder Proposal Defense

Pre Post Meeting

Through our Corporate Meeting Services, we offer a comprehensive review of each client’s special and annual meeting procedures and preparations including:

  • Review proxy agenda and disclosures
  • Proxy solicitation strategy and tactics
  • Shareholder engagement strategy and investor outreach
  • Development of a project plan
  • Solicitation period
  • Execution of plan
  • Monitoring voting results in real-time
  • Perform institutional vote identification
  • Managing dynamic events and making adjustments as needed

We also offer extensive post-meeting analysis at no additional cost. Through this process, we identify opportunities for improvement in future proxy solicitation campaigns, including how to better engage your shareholders.

Post-meeting:

  • Benchmarking results against similar proposals
  • Identify key takeaways to help position company for future success
  • Explore opportunities for strategy shifts
  • Offer extensive post-meeting analysis

Ready to Get Started?

Connect with our team to learn about our corporate proxy offering and full range of services.

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