Our senior team brings decades of experience working with managers – and corporations – on shareholder activism campaigns, proxy fights, and sovereign and corporate debt restructurings. Our pure focus on investment managers means we are not subject to conflicts of interest that could arise from relationships with corporate clients. We have expertise in the key tactics and steps necessary to launch and complete a successful campaign, as well as a strong understanding of the countermeasures target companies may take. 

Importantly, we take into account a firm’s reputation and strategy in developing messaging and campaign strategy. Understanding that campaigns are often launched out of necessity, we are able to balance the importance of running an impactful campaign while maintaining culture and reputation with other portfolio companies and public management teams.