Lioness Consulting LLC

In our “Did You Know” series, we highlight the value in Unlocking Shareholder Support: The critical role of Retail investors in proxy solicitations for corporate shareholder meetings. #proxyvoting #lionessconsulting

In our “Did You Know” series, we highlight key updates and developments within the proxy industry. This issue focuses on the upcoming corporate annual meeting season and the various matters that companies and shareholders will be called upon to vote on. Institutional Shareholder Services (ISS), a leading proxy advisory firm, has recently unveiled updates to their benchmark voting policy recommendations for 2025. We invite our clients and advisory partners to review our analysis of some of the more notable changes in ISS’ 2025 recommendations. https://lnkd.in/eTdRabpB #proxyvoting #lionessconsulting

Wishing you a season of reflection and connection! At Lioness Consulting LLC, we empower voices through #proxyvoting, ensuring every opinion matters. As we celebrate this holiday season, we look forward to continuing our mission of fostering engagement and representation in the coming year. Cheers to a prosperous 2025 filled with collaboration and impactful decisions!

Proxy pressure at the SEC   Biden-era changes at the U.S. Securities and Exchange Commission were expected to make it easier for activist investors to seek changes to corporate climate and social policies through the proxy process — but it hasn’t quite shaken out that way.   The SEC blessed companies’ plans to keep shareholder resolutions off of corporate ballots 68 percent of the time this year, according to data gathered by the Shareholder Rights Group. That rate is on par with Trump-era levels and is significantly higher than had been seen since the agency moved in 2021 to ease the path for proposals dealing with “significant social policy.”   https://lnkd.in/eAkkykq5   #lionessconsulting Lioness Consulting LLC

Do you understand the critical role that an Information Agent plays in the success of corporate actions, especially when it comes to tender offers—including self tenders, dutch auctions, exchange offers and rights offers? These transactions can be complex and require precision to ensure shareholder participation and deal completion. In tender offers, particularly Dutch auctions, companies can efficiently repurchase shares at prices determined by the shareholders themselves, leading to an equitable distribution. In 2023 alone, Dutch auction tender offers in the U.S. reached a value of over $50 billion, showcasing their importance in corporate finance strategies. Exchange offers, often involving debt, provide companies with an opportunity to restructure their balance sheets, often exchanging old debt for new debt or equity. This process, while intricate, can lead to significant reductions in interest costs and improve the overall financial health of a company. Rights offers are another critical area where we step in, helping companies raise capital by offering current shareholders the right to purchase additional shares at a discount. This method not only empowers existing shareholders but also helps companies secure the funding they need without diluting ownership significantly. Our team at Lioness Consulting LLC is here to ensure that your shareholders are well-informed and that these offers are executed smoothly, maximizing value for all stakeholders #lionessconsulting

Understanding the Value of Proxy Solicitation and Corporate Governance for Emerging Companies    Did you know that over 70% of proxy contests are won by companies that actively engage in best-practice governance and proactive shareholder communication? Yet, many emerging companies overlook the importance of structured proxy solicitation, leading to missed opportunities and, in some cases, avoidable challenges during shareholder meetings.   At Lioness Consulting LLC, we believe in empowering CEOs and leadership teams with the knowledge and tools they need to navigate these waters effectively. We’re here not just to execute, but to teach—sharing insights on how best-practice corporate governance and strategic proxy solicitation can help solidify shareholder trust and drive long-term success.   Ready to explore how a solid governance framework and proper shareholder meeting execution can make a difference? Let’s connect and start a conversation.   #CorporateGovernance #ProxySolicitation #EmergingCompanies #Leadership #PublicCompanies

Vote Monitoring by Lioness Consulting LLC   At Lioness Consulting, we understand that every vote counts, especially in the world of public companies where shareholder decisions shape the future. Our "Monitor the Vote" service is designed to provide public company CEOs and shareholders with peace of mind, knowing that the integrity and accuracy of the voting process are upheld.   What is Vote Monitoring?   Vote Monitoring involves a meticulous oversight of the voting process during shareholder meetings. Our team at Lioness Consulting ensures that all votes are accurately recorded, verified, and reported. This transparency helps prevent discrepancies and maintains shareholder trust.   Why It Matters for CEOs and Shareholders: Accuracy and Integrity: We ensure every vote is counted correctly, protecting the decision-making process from errors or manipulation. Real-Time Insights: Stay informed with real-time updates on voting progress and outcomes, enabling quick and informed decision-making. Enhanced Trust: Demonstrating a commitment to transparency and accountability strengthens shareholder relations and corporate reputation. Compliance Assurance: Our services ensure compliance with regulatory requirements, reducing the risk of legal challenges and fines.    #ShareholderEngagement #VoteMonitoring #CorporateGovernance #PublicCompanies #ProxySolicitation #LionessConsulting

Rescue Mission Alert!    Picture this: A company is approaching a crucial shareholder meeting vote. Two weeks before the vote, they realize they don’t have enough support to approve the proposals due either to low participation, unexpected opposition, or other technical factors, and panic sets in. Without those votes, their plans are at risk of falling apart, or at least being delayed. That's where we come in. At Lioness Consulting LLC, we specialize in these high-stakes proxy solicitation rescues. When companies find themselves in a bind, we step in, midstream and dive into action. Our team deploys, and identifies what aspects of the solicitation need to be remedied, reaching out to #shareholders and ensuring vital votes are cast. Here's a peek into what happens during a "rescue": 1.           Immediate Response: We jump in with a clear plan, tackling the challenge head-on. 2.           Strategic Outreach: Our experts connect with shareholders, making sure they understand the importance of their vote. 3.           Relentless Effort: We work tirelessly, leaving no stone unturned, to secure the votes needed. Don’t wait until it’s too late. Plan ahead, and if you ever find yourself in a last-minute scramble, know that Lioness Consulting is just a call away.    We're here to ensure your corporate governance needs are met with precision and urgency. https://lnkd.in/e-T_y_Qv #lionessconsulting

Navigating the complexities of proxy solicitation is crucial for maintaining strong corporate governance. Here are three essential things you should know: Strategic Influence on Corporate Actions: Effective proxy solicitation can significantly impact mergers, acquisitions, and shareholder votes, ensuring your strategic objectives are met. At Lioness Consulting LLC, we expertly manage these processes to align with your corporate vision. Enhanced Shareholder Engagement: A well-executed proxy solicitation fosters better communication and engagement with shareholders. This not only helps in gaining their support but also builds trust and transparency within your organization. Tailored Solutions for Diverse Needs: Whether you're a newly public enterprise or a well-established corporation, each company requires unique strategies. Lioness Consulting provides customized solutions, from annual meetings to complex SPAC transactions, empowering you to excel in today's dynamic corporate landscape. Comprehensive Support Services: In addition to proxy solicitation, we also serve as Information Agent on tenders, exchanges, and rights offers, ensuring you have the expert guidance and support needed for these critical processes. For more information or to discuss your proxy needs, feel free to message or reach out to us. https://lnkd.in/eZpYJp4t #CorporateGovernance #ProxySolicitation #ShareholderEngagement #LionessConsulting #MergersAndAcquisitions #SPAC #CorporateStrategy

This Proxy Season, Companies’ Success Against Activist Investors Surged   Climate investors have long used shareholder proposals to voice their demands on emissions reductions and renewable energy. But this year, they didn’t fare all that well before the SEC.   Shareholder proposals are a critical tool for activist investors fighting climate change, allowing them to formally bring up issues like emissions goals during a company’s annual meeting by submitting them to a vote.    This opaque process largely relies on lengthy exchanges of letters between the shareholders, companies and the U.S. Securities and Exchange Commission. The proposals, often meticulously crafted and reviewed by lawyers, are frequently met with accusations of “micromanagement” from companies.   https://lnkd.in/e5qat-Pf                                                                                        (609) 651-2267 info@lionessconsultingllc.com   #lionessconsulting #ipo #spac #proxy #solicitation #voting Lioness Consulting LLC