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, target companies are under more pressure than ever from investors to articulate their position and demonstrate value. 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, companies 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 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+ Issuer Data Reports provide transparency into the data points used in our Proxy Papers
~200 Report Feedback Statements enable stakeholders to convey their narrative directly to investors.

Download Brochure

Proxy Talk FAQs

Benefits of Glass Lewis’ Proxy Talk Service

Address the claims of an activist investor and deliver your narrative to the world’s leading institutional investors.
Benefit from Glass Lewis organizing, hosting, and promoting your Proxy Talk.
Gauge investor sentiment through live Q&A.
Demonstrate transparency and a willingness to engage with shareholders.

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 participants.
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.