FIND YOUR ADVANTAGE

Strategic intelligence & guidance on high stakes corporate situations



CMi2i is an independent and trusted counsel to Boards, executives and advisors of some of the largest public companies in the world. We provide guidance that helps our clients identify and engage with investors on complex, contested and high stakes issues.

We have worked on hundreds of corporate transactions, proxy battles and activist defences where real time ownership, accurate decision maker mapping and technical knowledge is a critical part of success or failure of the project. The fund data in the public domain used by most advisors is too dated, incomplete and fallible. It compromises the advice given and results achieved. With CMi2i Advisory’s solutions you receive not only the best investor intelligence available anywhere, but you also receive the guidance needed to use it to your client’s advantage.

OUR ADVISORY SOLUTIONS

The power of intelligence-driven guidance

Due to the sensitive nature of our solutions, we ask that you contact us for details of each package. More information can be found on our Advisory Solutions page >


ACTIVIST DEFENCE

We offer a proven strategy for defending against activists based on our S.H.I.E.L.D. methodology. Our senior activist defence advisors are ex-activists themselves, offering unrivalled insight.

 

MERGERS & ACQUISITIONS

CMi2i’s Mergers & Acquisitions Solution is based on a combination of forensic investor intelligence and proactive engagement techniques. We identify and engage with those who actually hold the voting mandate.

 

DEBT RESTRUCTURINGS

Our Debt Restructuring Solution is founded on our unrivalled debt experience. We have identified over $100 billion worth of bondholders in the secondary market not visible through public data, leading to many successful restructurings.

HIGH STAKES & CONTENTIOUS SITUATIONS

Our Contentious Situations Solution provides critical, ongoing, real-time shareholder information and engagement advice in a solution that ensures advisors are always one step ahead.

 

TRANSACTIONS

We minimise the risk of failure of your clients transactions. The transaction will not be a success if your client does not win the vote. Our Transactions Solutions are designed to ensure maximum positive voter participation.

 

INTELLIGENCE ENABLED PROXY

Our intelligence enabled proxy does what mainstream proxy firms can’t: accurately identifying, engaging and mobilising the shareholders that actually have the voting mandate. The vote is thereby de-risked, with the best possible chance of success.

 
 

OUR DIFFERENCE

Intelligence that provides an edge


Unlike other investor intelligence providers who rely on canvassing portfolio managers and public data, CMi2i's methodology accurately identifies the ultimate beneficial owner, who manages the investment decisions (internal or external) and who holds the power in the voting mandate.

We consistently find more share and bondholders than our competitors, giving advisors a true edge when it comes to investor targeting, shareholder engagement, winning the vote on key resolutions, de-risking a transaction, and much more.

CAPITAL MARKETS INTELLIGENCE SERVICES

The foundation of advantage

Underlying CMi2i Advisory Solutions are our proprietary capital markets intelligence and insights


  • Beneficial Owner & Asset Manager Identification - Equities and Debt

  • Voting Mandate Identification

  • Composition Analysis

  • Investor Weighting & Trend Analysis

  • Look-Through Analysis

  • Investor Risk Analysis & Mitigation

  • US SEC Tier I and Tier II Regulatory Analysis

WHY TRUST US

Our undeniable track-record

Explore our experience >



A successful acquisition, supported by CMi2i’s forensic global shareholder identification, and Look-Through Analysis

A successful acquisition, supported by CMi2i’s forensic global shareholder identification, and Look-Through Analysis

CMi2i achieved approval on both sides, utilising forensic shareholder analysis, corporate governance engagement techniques, and global proxy solicitation

CMi2i achieved approval on both sides, utilising forensic shareholder analysis, corporate governance engagement techniques, and global proxy solicitation

The offer was approved after a global proxy solicitation campaign aimed at increasing uptake

The offer was approved after a global proxy solicitation campaign aimed at increasing uptake

How we support advisors

How we support advisors

Advisors not only need the most accurate information, they need to use it to the advantage of their client. This is why CMi2i Advisory doesn’t simply give you a report. We give you the guidance and strategic takeaways needed to win.

CONTACT

Speak to our advisors

Meet the team >


HARRY ST. JOHN COOPER

Senior Advisor Shareholder Activism

harry@cmi2i.com

AUDRA WALTON

Head of ESG Solutions & Advisory

audra@cmi2i.com

NIC BENNETT

Senior Advisor Strategic Communications

nic@cmi2i.com

NANCY HAMENI

Head of Proxy and M&A

nancy@cmi2i.com