Annual & Special Meeting Proxy Solicitation Services

Ensure your stockholder meeting is a success with our relentless dedication to helping you achieve your strategic goals for a productive meeting and effective supporting communications.

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

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

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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