Waheed Hassan, CFA

Senior Managing Director, M&A/Proxy Contest Group

Waheed advises clients in connection with M&A transactions, proxy contests, and other contested solicitations.  He is also the chief designer of Alliance’s Board Risk ScoreTM product, which he discusses in detail on this podcast episode.  Prior to joining Alliance Advisors, Waheed began his career in 2006 managing the M&A/Proxy Contest research team at Institutional Shareholder Services (ISS), a division of MSCI Inc.  At ISS, he provided advisory vote recommendations on 100+ contested M&A transactions and proxy contests. Waheed was involved in several high-profile proxy fights (Target, Barnes & Noble, NRG Energy, Office Depot), and merger transactions (IPC Holdings/Validus, Xerox/ACS, First Energy/Allegheny Energy).

Previously, Waheed worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and Khadim Ali Shah Bukhari (an affiliate of Merrill Lynch). He was included among the #1 rated financial sector research analysts in The Reuters Survey of Global Emerging Markets 1998 and was a member of the #1 rated research team according to both The Reuters Survey of Global Emerging Markets 1999 and Euromoney Awards for Excellence 2000. Waheed is a CFA charter holder and received an MBA with Beta Gamma Sigma honors from Vanderbilt University.