Senpoint Partners · Services
Proxy Solicitation
Turn shareholder insight into a focused voting campaign.
Every vote begins with an understanding of who owns your shares, what matters to them, and where participation may fall short. We help companies prepare and execute solicitation campaigns for annual and special meetings, from early planning through the close of the polls.
A clear plan. An informed view of the vote.
A successful solicitation requires more than distributing materials. It takes a realistic assessment of support, targeted shareholder engagement, and disciplined follow-up. Our partners stay involved throughout the campaign, helping your team understand the position of the vote, the risks to a successful vote outcome, and where to focus next.
Scope of work
How we help
We shape the engagement around your shareholder base, the decisions ahead, and the time available.
Shareholder analysis
Identify institutional and retail holders, assess the ownership mix, and establish priorities for engagement.
Campaign planning
Build an outreach plan around the proposals, shareholder base, meeting timetable, and anticipated voting issues.
Targeted solicitation
Coordinate shareholder contact and follow-up with your team, counsel, Broadridge, and transfer agent as appropriate.
Vote monitoring
Track participation and voting trends, refine projections, and redirect outreach as the meeting approaches.
Our approach
Experienced partners. Practical execution.
Assess the vote
Review the shareholder base, proposals, and timetable to identify the participation and support needed.
Prepare the outreach
Set engagement priorities, coordinate the solicitation process, and establish a practical campaign plan.
Execute and adjust
Monitor votes and follow-up activity through the close of the polls, keeping your team informed as the picture changes.
Experienced partners lead the engagement and remain involved throughout strategy and execution. We work alongside your counsel and advisors, with candid assessments of the shareholder picture and the options available.
Preparing for an important shareholder vote?
Tell us about your meeting, the proposals, and your key dates. We will help you assess the next steps.