Philosophy

Our Clients Play Offense.

At LDG Advisory, we bring our capital markets clients next-generation, independent, strategic advice to succeed in their highest-stakes shareholder engagements. 

Bespoke solutions that address each campaign’s unique needs

We ensure our clients are on the front-foot with customized solutions that position them to not only win the shareholder vote, but also win the long-game. From deftly navigating activist investors, to ensuring our clients’ strategic platform for change resonates with the key vote decision-makers at index funds and active managers, to securing the support of the proxy advisory firms – we offer 360-degree shareholder and stakeholder engagement solutions.

Independent advice for independent thinkers

LDG Advisory is the long-awaited independent strategic advisory practice for public company boards of directors, management teams and investors looking to deploy best-in-class shareholder engagement practices, showcase their responsiveness to the market and center their fiduciary duty at every decision-point to support their effort to do what is best to drive long-term, sustainable performance at public companies.

“The north star of our advice is always — does this win us the vote?”

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.