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Newsletters

Whitepapers

Webinar Replay: Hindsight is 2020: Review of the 2020 Proxy Season and a Look Towards the Future

September 16, 2020

Brian Valerio, J.D.

Proxy Season in Uncertain Times – Webinar Recording

Alliance Advisors LLC

2019 Proxy Season Preview Webinar – Archived Presentation

January 16, 2019

Alliance Advisors LLC

Updated January 2018: Proxy Access – Issuer List

January 5, 2018

Alliance Advisors LLC

Updated February 2017: Proxy Access – Issuer List

February 1, 2017

Alliance Advisors LLC

Updated December 2016: Proxy Access – Issuer List

December 13, 2016

Alliance Advisors LLC

Transactions

Apollo Commercial Real Estate Finance, Inc.

Apollo Commercial Real Estate Finance, Inc. acquisition of Apollo Residential Mortgage, Inc.

Value: $641 Million

Proxy Solicitation

Keurig Green Mountain

Keurig Green Mountain Inc. acquired by a JAB Holding Company-led investor group

Value: $13.9 Billion

Proxy Solicitation

ACE Limited

ACE Ltd. acquisition of Chubb Corporation

Value: $28.3 Billion

Strategic Advisor

State National Companies, Inc.

State National Companies, Inc. acquired by Markel Corp.

Value: $919 Million

Proxy Solicitation

Sussex Bancorp

Sussex Bancorp merger with Community Bank of Bergen County

Value: $45.4 Million

Proxy Solicitation

World Energy Solutions Inc

World Energy Solutions Inc. acquired by EnerNOC, Inc.

Value: $68 Million

Proxy Solicitation

Information Agent

Robbins & Myers

Robbins & Myers acquired by National Oilwell Varco Inc.

Value: $2.5 Billion

Proxy Solicitation

Blue Coat

Thoma Bravo acquisition of Blue Coat Systems

Value: $1.3 Billion

Proxy Solicitation

YouTube Videos

Strategies for Effective Retail Campaigns

September 2, 2020

Brian Valerio, J.D.

Hybrid shareholder meetings may be the new standard

August 24, 2020

Brian Valerio, J.D.

A look at how COVID-19 and social justice protests will impact 2020 fall off-season engagements

August 18, 2020

Brian Valerio, J.D.

2020 Proxy Season Review

August 12, 2020

Brian Valerio, J.D.

BlackRock Investment Stewardship Report describes its 2020 voting and engagement activities

July 21, 2020

Brian Valerio, J.D.

NYC Comptroller, Scott Stringer, urges companies to report employee diversity data.

July 15, 2020

Brian Valerio, J.D.

Engagements during the 2020 Proxy Season proceeded smoothly despite COVID-19 pandemic

June 25, 2020

Brian Valerio, J.D.

A look back at Virtual Shareholders Meetings during 2020 Proxy Season

June 17, 2020

Brian Valerio, J.D.

Get in touch with Alliance Advisors today.