Boutique Activation Independent proxy solicitation firm with a specialization in shareholder activism, M&A transactions, and proxy contests. Potential cross-sell with legal, investment banking, and financial media relations firms seeking boutique support for complex campaigns.

Global Experience Thirty years of experience in complex and contentious U.S. and Europe M&A and proxy contests. Opportunity to approach multinational clients needing seasoned guidance for cross-border governance and strategic campaigns.

Direct Senior Involvement Principals are involved in every aspect of services. This can be a selling point for high-touch outsourcing, appealing to clients requiring tight coordination, credibility, and senior-level attention on sensitive activist campaigns.

Digital & Tech Stack Uses Squarespace, PHP, Google Tag Manager and other web technologies. Potential upsell to advanced digital outreach, analytics, donor/constituent profiling, and enhanced client reporting through tech-enabled solutions.

Growth Signals Revenue in the 1M–10M range with referrals driving new client relationships. Upsell opportunites include expanding service lines to mid-market financial firms, investment banks, and advisory boutiques seeking activist or governance support.