Services
Shareholder Advisory

Activism preparedness, perception and proxy strategy.

Discreet board-level work on shareholder relationships — long before any campaign becomes public.

Overview

Apeltrys Advisors helps chairs, lead directors and management teams understand how their shareholder base sees them, anticipate where activism could emerge, and prepare a response framework before it is needed.

The work is built around the specific register of each company. We do not apply templates — perception studies, defence playbooks and engagement plans are tailored to the actual owners, voting behaviour and proxy advisers in play.

What we deliver
  • Activism vulnerability assessments and red-team reviews
  • Shareholder perception studies (qualitative interviews with top holders)
  • Proxy advisor engagement strategy (ISS, Glass Lewis)
  • Defence and response playbooks
  • AGM and contested-vote preparation
  • Board communications and disclosure positioning
Our approach

Confidential and senior. Engagements typically run partner-to-chair, with limited team exposure.

We separate genuine governance issues from tactical demands and help boards respond accordingly.

When clients engage us
  • A new chair or board is taking stock of governance and shareholder posture
  • Total shareholder return is lagging and the register is shifting
  • An activist has filed a position or made a private approach
  • An AGM is approaching with contested resolutions
Discuss a mandate

Speak with a senior banker in confidence.