Special Situations Research and Data

Leverage in-depth special situations research and data to advance investment decision-making.

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Shareholder activism, such as proxy contests and opposition to M&A transactions, is gaining momentum globally. In turn, evaluating special situations is becoming more complex and time-consuming, leading to a heightened need for in-depth research and data to thoroughly prepare.

Glass Lewis’ Special Situations Research and Data is designed for investors that need contextual analysis and vote recommendations to advance decision-making on critical corporate events. Our suite of research and data solutions also helps advisors to fully prepare for activist situations.

Special Situations Research and Data Solutions

Special Situations Research

Insightful research on M&A/Special Situations that provides economic analysis and situation
context leading to an informed vote recommendation.

Proxy Talk

An event-based communication platform offered to parties involved in contested situations. The Proxy Talk service enables each party to frame their narrative and present their case directly – and at scale – to our global institutional clients.

Proxy Research

Glass Lewis’ Proxy Paper® is the gold standard for objective and high-quality corporate governance research and vote recommendations.

Controversy Alerts

Timely alerts that highlight the most controversial ESG issues at companies which may impact shareholder meetings.

Report Feedback Statement (RFS) 

Opportunity to convey your narrative directly to Glass Lewis’ 1,300 institutional clients ahead of final vote decisions.

Historic Director Concerns

New intelligence tracking on past director concerns across all related companies.

Custom Data Reports

Bespoke data reports covering a variety of different issues related to M&A, activism, and other governance and ESG trends.

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Use cases

Activist Investors

Leverage actionable insights throughout the entire campaign lifecycle, from identifying potential targets to building a case for change and garnering support from other shareholders.

Understand and Evaluate Special Situations/M&A Transactions

  • Analyze the fairness and value of proposed M&A transactions and make informed vote decisions.
  • Understand the core issues and arguments driving proxy contests and contested M&A situations.

Identify Targets and Mitigate Potential Risks

  • Uncover vulnerabilities and key concerns at target companies.
  • Identify and mitigate potential risks associated with special situations in your portfolio holdings.

Plan and Execute Campaigns

  • Engage effectively with companies on governance and ESG issues and back shareholder interests.
  • Develop activist proposals.

Corporate Advisors

Gain valuable insights into investor sentiment, prepare effective defense strategies, and engage constructively with shareholders, ultimately safeguarding a company’s interests during potentially challenging situations.

Understand Investor Sentiment

  • Gauge investor concerns to address key issues proactively and mitigate shareholder opposition.
  • Tailor defense arguments and engagement strategies.

Prepare Defense Strategies

  • Craft shareholder presentations, proxy statements, and rebuttal letters.
  • Determine company areas for improvement, e.g., governance practices and ESG disclosures.

Engage with Investors

  • Understand concerns likely to arise during engagements and prepare for constructive dialogue.

Sample M&A Report

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Sample Proxy Contest Report

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Key Benefits

Access to expert insights 

Our team of experienced analysts utilizes their deep knowledge of corporate governance, finance, and legal matters to produce insightful research reports and informed recommendations.

Benefit from our 360-degree engagement efforts

Engaging with key stakeholders involved in special situations is a core part of our research process and informs our vote recommendations.

Gain awareness of historical issues, controversies, and key vote decisions

Leverage Glass Lewis 20+ years of governance research and data to assess director qualifications, related-party transactions, and insider affiliations.

Extensive global reach

Glass Lewis’ broad global presence and research coverage on companies ensures you have access to valuable insights regardless of the location or complexity of the situation.

Additional Solutions to Meet Your Range of Governance Needs

Stewardship Solutions

Our Stewardship Solutions accommodate a range of needs, from a SaaS-based tracking and reporting platform to a fully custom service that leverages our Stewardship team to perform and manage engagement campaigns on your behalf.

Proxy Voting Solutions

Our intuitive proxy voting software, Viewpoint, streamlines end-to-end proxy voting from ballot reconciliation to post-season reporting – combined with industry-leading research, recommendations, support, and expertise.

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