LDG Advisory Solutions

In Control & In The Lead

Our unparalleled insights and paradigm-shifting approach ensure our clients are in control with their shareholder engagements and in the lead with meeting investor expectations.

360 degree Engagement Solutions: Activist Investors, Index Funds, Active Investors, Quantitative Funds, Stewardship Teams, Portfolio Managers / Analysts, Retail Investors, Proxy Advisory Firms, Public Company Boards of Directors and Management Teams

Contested Campaign Strategy

We develop the bespoke, investor mindset-informed, strategy necessary to win in today’s increasingly complex shareholder landscape.

We provide comprehensive, independent, strategic advice to help our capital markets clients – including public company boards of directors, management teams and investors – successfully navigate shareholder activism campaigns and other investor challenges. Our independent advice is deeply informed by our team’s:

  • First-hand experience advising activist investors

  • Best-in-class approach to advising corporate boards and management teams

  • Extensive knowledge of the investment stewardship teams at companies’ largest shareholders

  • Long track record of crafting campaigns that resonate with the leading proxy advisory firms

Strategic Advisory Retainer

Laying a foundation for success so our clients are unassailable if challenged.

Partnering with our capital markets clients, we integrate our firm’s investor perspective to assess vulnerabilities and enhance all facets of strategy regarding shareholder engagement, investor communications, corporate governance and ESG.

“Never underestimate the imagination of a highly engaged shareholder with a flexible mandate to drive value.”

Getting In Touch

From proxy fights to contested M&A campaigns to “off-season” stewardship team engagement, we craft the customized solutions that position our clients to win.