Senpoint Partners · Services
Retail Shareholder Engagement
Help individual shareholders understand the issues and vote.
We help companies reach individual shareholders through targeted campaigns. We track participation and focus efforts on holders who have yet to vote, supported by social media targeting and online intelligence. We make it easier for shareholders to vote through the channels they actually use.
Make retail participation part of the plan.
A dispersed shareholder base calls for organized, sustained outreach. We help your team understand the retail audience, explain the proposal and voting process clearly and follow up with holders who have yet to participate. The approach is shaped by your ownership profile, campaign needs and meeting timeline.
We assess where retail investors are discussing your company, which messages are gaining attention and which creators or commentators may influence the conversation. That assessment helps prioritize social media targeting and keep digital activity aligned with shareholder outreach.
Scope of work
How we help
We shape direct and digital outreach around your ownership profile, campaign objectives and meeting timetable.
Retail ownership assessment
Understand the retail portion of the shareholder base and its relevance to participation and the vote.
Telephone campaigns
Execute targeted calling campaigns to reach retail shareholders, explain the proposal and voting process and follow up with holders who have yet to vote.
Email and text outreach
Reach shareholders through coordinated email and text campaigns that direct them to meeting materials and voting instructions, reinforce deadlines and support timely follow-up.
Participation monitoring
Track participation and coordinate follow-up with the broader solicitation campaign as the meeting approaches.
Social media targeting
Identify relevant platforms and investor audiences, and plan targeted social media outreach around the campaign's priorities.
Influential retail investor assessment
Evaluate the reach, credibility, audience relevance and tone of creators and commentators discussing your company or the vote, and assess their potential influence on retail sentiment.
Our approach
Shareholder insight. Strategic advantage.
Identify the participation need
Review the retail audience and the voting picture to establish where engagement should focus.
Coordinate the outreach
Coordinate telephone, email, text and social media outreach with your team and service providers, keeping campaign materials and voting instructions consistent.
Follow through
Increase voting participation through targeted text messages and links that enable NOBO and registered holders to vote directly.
Experienced partners lead the engagement and remain involved throughout strategy and execution. We work alongside your counsel and advisors, providing candid assessments of the shareholder base and the options available.
Need stronger participation from retail shareholders?
Let us know about your shareholder base and meeting date. We can help you plan focused outreach.