Mergers & Acquisitions

For transactions requiring shareholder approval, Harkins & Co. analyzes the shareholder base and the factors likely to affect voting decisions. Working with legal and financial advisors, we translate the applicable shareholder-approval standard into a working vote model, identify the holders most likely to influence the outcome and monitor progress against the required approval level. We develop outreach priorities and coordinate institutional outreach and retail solicitation, providing regular reporting as the shareholder meeting approaches. We review transaction communications through the lens of institutional voting policies, proxy advisory firm frameworks and the concerns of the company's actual shareholder base.

We provide boards, management teams and transaction teams with regular assessments of shareholder-approval risk, investor concerns and the practical implications of changes in the shareholder base or voting trajectory. We work alongside legal and financial advisors and company leadership to align transaction rationale, shareholder communications and solicitation strategy ahead of critical votes.