Overview

Simplify the shareholder meeting process.

Proxy Management by Alliance Advisors is a comprehensive program that oversees all of the regulatory obligations and tasks required for a shareholder meeting. Our approach commences with the selection of the meeting and record date, recommendations on Full Set Delivery or Notice Only and functions such as printing, web hosting, mailing, vote tabulation and Inspector of Elections services.

This unique program gives the client one point of contact for all proxy-related tasks, in lieu of having to communicate with multiple vendors individually. On behalf of the client, Alliance will also communicate and work with the proxy intermediaries. Proxy Management significantly reduces our clients’ workload with the additional benefit of minimizing the costs associated with a shareholder meeting.

  • Consulting Stage

    Consulting Stage

    Alliance reviews past procedures and makes recommendations to ensure best practices for critical corporate events. 

  • Execution Stage

    Execution Stage

    Time-sensitive logistics of the shareholder meeting process can generate a host of cost considerations for issuers. 

  • Meeting/Post-Meeting Stage

    Meeting/Post-Meeting Stage

    Collection of voted proxies, daily reports to the client with updated vote tallies and an Alliance representative at the... 

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About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

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