Data-led strategy. Senior judgment. Disciplined execution.
Our team's experience across complex transactions, contested situations and annual meetings informs a disciplined approach that turns ownership intelligence into clear strategy and coordinated execution.
A disciplined framework, adapted to every engagement.
Ownership Intelligence
We begin with the facts: detailed ownership profiles, institutional voting behavior and vote-projection modeling that establish the factual foundation for strategy.
Senior Judgment
Experienced professionals translate ownership, voting and market intelligence into decision-ready advice for boards and management teams, working alongside legal and financial advisors to frame strategic alternatives, assess likely investor response and inform engagement and solicitation strategy.
Disciplined Execution
The result is a clearer understanding of the vote, a coordinated engagement strategy and disciplined execution at each stage of the assignment.
One Shareholder Fact Base for the Advisory Team
Harkins & Co. provides boards, management teams and their legal and financial advisors with a common, regularly updated view of ownership, applicable voting requirements, investor priorities, proxy advisory firm positioning and evolving vote dynamics. This allows the advisory team to test alternatives against the same facts and adjust its advice as the situation develops.
We don't guess the vote. We model it.
Every recommendation is grounded in vote-projection analytics and a current, regularly updated view of ownership, voting behavior and policy alignment. We map ownership, interpret proxy advisory firm policy and stress-test scenarios to identify risk early and reduce uncertainty before meeting day.
A Coordinated Workstream from Analysis Through Execution
The firm’s analytical and execution capabilities operate as one coordinated workstream, giving boards, management teams and their legal and financial advisors consistent ownership analysis, solicitation activity and vote reporting throughout the engagement.
You work directly with experienced proxy solicitation professionals, supported by:
- Ownership analysis, vote modeling and stock surveillance
- Direct institutional shareholder outreach
- A directly operated virtual call center for retail outreach
- Cross-border experience in the U.S. and Europe
Continuity of advice, from the boardroom to the ballot.
The same team that supports your off-season investor dialogue carries that intelligence into annual-meeting strategy and solicitation. The team remains involved from initial analysis through solicitation, the meeting and post-event review.
Ownership & Situation Analysis
Ownership intelligence, voting behavior and issue analysis establish the factual foundation.
Strategy & Messaging
Vote modeling and scenario analysis inform the engagement and solicitation plan.
Shareholder Outreach
Coordinated communication with institutional and retail holders.
Vote & Participation Monitoring
Ongoing tracking, projections and reporting through the relevant deadline.
Results & Follow-Through
Final analysis and recommendations for subsequent engagement.
Discuss Your Next Shareholder Matter
Contact us with a brief overview of the matter. A member of our team will respond to arrange a discussion.