Who We Are
We are a strategic advisory firm focused on shareholder activism preparedness and defense
We advise public companies on how to plan for the day when they may be targeted by an activist investor and, if targeted, how to execute a highly strategic and calibrated shareholder activism defense. We work in close coordination with the company’s legal and other advisors.
We aim to be the destination advisory firm for a public company that is concerned with being in the crosshairs of an activist investor and looking for a strategic advisor that is trusted, highly experienced, and battle-tested.
We bring to our clients over three decades of experience advising public companies on shareholder activism preparedness and defense
Our firm is led by Keith Gottfried, a very experienced, battle-tested, and results-oriented shareholder activism defense advisor. Over the course of a career that spans over 30 years, working at some of the country's most prominent firms, Keith has been a highly trusted, sought-after shareholder activism defense advisor to public companies in connection with numerous high-profile proxy contests and other activism campaigns.
We bring to clients our extensive familiarity with the activist investor playbook and toolbox, broad industry experience, strong collaborative relationships with other shareholder activism defense advisors, and a highly strategic, differentiated, and holistic approach.
We keenly understand the high stakes involved in any shareholder activism defense and the kind of high-level attention, engagement, responsiveness, and commitment needed by our clients.