Proxy Talk

Frame your narrative and present your case to the world’s leading institutional investors who vote on contested situations and M&A transactions.

With shareholder activism rising globally and so much shareholder value at stake, evaluating special situations is becoming more complex and time-consuming. Glass Lewis’ Proxy Talk service is an event-based communication platform offered to parties involved in contested situations, specifically proxy contests and M&A transactions. Leveraging the Proxy Talk service, each party can frame their narrative and present their case directly – and at scale – to Glass Lewis’ global institutional investor clients, enabling them to understand the context of a contest or M&A transaction to make more informed vote decisions.

Why Work with Glass Lewis?

Extensive Global Reach

1,300+ global institutional clients
3,000+ global corporate clients
31,000 Proxy Papers published
180+ Controversy Alerts across 27 markets
1,300+ issuer meetings

Unmatched Research Scope and Timeliness

Proxy Papers feature case-by-case, independent analysis
Proxy Papers delivered ~21 days in advance
Special Situations Research Reports delivered ~14 days in advance
2,000+ IDRs provide transparency into the data points used in our Proxy Papers
~200 Report Feedback Statements enable key stakeholders to convey their narrative directly to our institutional clients

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Proxy Talk FAQs

Benefits of Glass Lewis’ Proxy Talk Service

Participating stakeholder parties deliver their narrative directly to institutional investors.
Understand the core issues and arguments driving proxy contests and contested M&A situations.
Ability to consider the fairness and value of proposed M&A transactions and make informed vote decisions.
Live presentations and Q&A provide up to date information in fluid special situations.

How Glass Lewis’ Proxy Talk Works

Glass Lewis always offers both sides involved in special situations the opportunity to participate in their Proxy Talk service.

Representatives from the activist firm and the targeted company present their respective cases separately in a proxy contest. In an M&A transaction, potential acquirer and acquisition target representatives separately convey their narrative.

Format/Structure

Webinar-based. Each party has one hour to present
Both parties are never on the same Proxy Talk
Organized and hosted by Glass Lewis

Proxy Talk Event Flow

Brief introduction
Participating party’s presentation
Live Q&A managed through Zoom chat functionality
Final comments and conclusion from participating party

Communication/Promotion

Glass Lewis promotes the Proxy Talk to its institutional clients via email, news release and on glasslewis.com
Presenting parties are encouraged to promote the Proxy Talk to their own interested stakeholders

Additional Information

Glass Lewis’ Special Situations Research team members will not participate in or present our perspectives during the Proxy Talk, but will consider it in our research if a transcript is made publicly-available by the participant.
Both parties do not need to sign-up for a Proxy Talk for one to occur
The Proxy Talk is a global service unless any regional regulatory requirements prohibit such a service offering