About

A forward-looking approach.

Alliance is a full service proxy solicitation and corporate advisory firm. We provide our clients with year-round guidance to maximize their ability to have successful shareholder meetings and cultivate the strongest possible relationships with their investors.

Since 2005, Alliance has used our unique methodology to address the ever-changing roles of proxy advisory firms, institutional investors, shareholder activists and the proxy intermediaries. The combination of our dedicated professionals, their expertise and the firm’s collective commitment to flawless execution has been the bedrock of our longstanding success.

Mission Statement

Alliance’s objective is to provide corporations with data-backed research, strategies and consultation to meet their regulatory requirements, proxy and investor intelligence needs. Our philosophy is based on a “client first” approach which focuses on their unique shareholder profile and specific proxy agenda.

Whether advising the CEO in a proxy contest, counseling the Corporate Secretary on a compensation proposal or providing the IRO with capital markets intelligence, Alliance is an information center of industry experts supported by the most sophisticated array of proprietary databases and technological systems available. Our mission is to provide corporations with high level consulting, governance-driven proxy solicitation and support services that reduce costs and streamline the shareholder meeting process.

Our philosophy is based on a “client first” approach which focuses on their unique shareholder profile and specific proxy agenda.

Alliance Advantage

Our philosophy is simple: provide actionable advice that’s grounded in accurate intelligence, delivered by seasoned professionals throughout the entire year. Utilizing our extensive proprietary databases provides Alliance with in-depth knowledge of the voting patterns of both institutional and retail investors and key corporate governance issues. Our proxy executives, which include former ISS professionals, have mastered ISS and Glass Lewis’ proxy voting policies and can also project their recommendations. Alliance maintains an excellent relationship with the investment community and our guidance enables our clients to engage with these major investors on proxy and governance issues. The strategies we apply are designed to best articulate our clients’ position, counter the effects of a negative vote recommendation, defend against shareholder activism and maximize shareholder support.

Alliance History

The Founding

Alliance Advisors is founded as a firm that manages the proxy process for shareholder meetings.

2005

2010

The Expansion

Alliance markedly expands its service offerings to include proxy solicitation, governance consulting and information agent services. The firm brings senior proxy executives on board as partners.

The Launch

Alliance launches an affiliate company, Alliance Shareholder Communications, further expanding its business into asset reunification and mutual fund proxy solicitations.

2011

2012

The Opening

Alliance expands its corporate governance practice by opening offices in Atlanta, Georgia and Rockville, MD.

The Growth

Alliance builds a client base of 300 proxy solicitation clients making it the fastest growing firm in the industry. Alliance enters the market surveillance business.

2015

2018

The Perfect Score

Alliance receives a perfect score of 100% in overall client satisfaction in the Proxy Solicitor Benchmarking Study – first time a solicitor received a perfect score in any prior study.

The Milestone

Alliance hits another growth milestone with 450 corporate clients.

2019

2020

The Extension

Alliance expands its Asia-Pacific practice.

Get in touch with Alliance Advisors today.

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