Information Agent
The success of a major corporate action often hinges on effective communication with a diffuse and fragmented shareholder base. The Information Agent is the specialist appointed to manage this communication, ensuring that the transaction's details are clearly disseminated and that shareholder participation is maximised.

Our Role
We act as an expert and impartial Information Agent for a wide range of corporate actions, including M&A transactions, tender offers, and proxy solicitations. We serve as the strategic communication link between our client and their security holders, managing the flow of information to drive a successful outcome.
We work with our client and their legal and financial advisors to develop a comprehensive communication strategy, reviewing offering documents to ensure the message is clear, compelling, and tailored to different shareholder constituencies.
We manage the distribution of all official documentation to registered security holders, as well as to the network of banks, brokers, and intermediaries that hold securities on behalf of beneficial owners.
We conduct targeted outreach campaigns to institutional and retail investors to explain the transaction, answer questions, and encourage participation, thereby maximising the response rate.
We act as a central point for inbound shareholder inquiries and provide our client with real-time feedback and intelligence from the market, allowing them to gauge sentiment and make informed strategic decisions.


Strategic Shareholder Engagement
We provide more than just a call centre. Our approach is strategic and analytical, focusing on identifying and engaging the key investors and decision-makers whose participation is critical to the success of the transaction. We understand the nuances of communicating with different investor types, from institutional asset managers to retail shareholders, and tailor our outreach accordingly.
Actionable Market Intelligence
Our role as an intermediary provides a vital feedback loop. By consolidating shareholder inquiries and sentiment, we provide the deal team with actionable intelligence, enabling them to anticipate challenges, address concerns, and adapt their strategy in real time to secure a successful outcome.
Confidential Consultation
For strategic and effective communication on your next corporate action, please contact us.