Contested Proxy Solicitation Services

Through our extensive expertise, vast resources and dedicated support team, we provide a comprehensive plan that mitigates challenges and maximizes opportunities of closed-end fund, BDC and MLP contests.

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Overview

At EQ, we understand the complexities involved in closed-end fund, BDC and MLP proxy contests. They can take unexpected twists and turns and a variety of challenges can present themselves at any time. As your strategic partner, we proactively foresee these issues and provide a customized strategy expertly designed to meet your needs.

Our team of tenured professionals, along with our proprietary technology platform, streamline the process by organizing, planning, and advising you on the optimal path forward to avoid a proxy contest. If a proxy contest is initiated by the dissident, you can rely on our experienced, dedicated, and trusted team to ensure their defeat.

We know how high the stakes are for you when proxy contests come up. The outcome can redefine control of the fund, its strategic direction and shareholder value. That’s why we work tirelessly on your behalf to develop a solicitation strategy that unlocks the power of your ownership and mitigates any issues.

CONTESTED PROXY SOLICITATION SERVICES
Our advisory services cover several critical areas:

Proprietary ID Platform: Through our proprietary system, we develop vote projections based on historic voting patterns of both institutional and retail shareholders. These projections allow us to customize a solicitation strategy to meet your specific needs.
Targeted Communications: We work with management to develop a strong communication plan to educate shareholders about management's positions and to counter arguments made by the dissident. This includes assistance with the development and preparation of materials to be used when communicating with proxy advisory firms.
Experienced-Based Insight: With more than 40 years of experience, we have developed training and scripting that enables us to have the industry’s highest success rate.

Proxy contests are an unwelcome distraction, but with EQ as your partner, you can trust that we will help manage any activist issues on your behalf, so you can stay focused on moving forward.