CMi2i Advisory Solutions
Whether it is a M&A situation, hostile takeover, re-domiciliation, proxy battle or other transaction, CMi2i will provide the crucial intelligence you need to ensure a positive outcome. Being one step ahead in any of these situations depends on knowing who your shareholders are and what level of support you have. CMi2i’s unrivalled ability to determine the beneficial owners of shares, including who has the vote, enables our clients to gain the edge they need to get their transaction over the line.
A crucial part of our transactional support is real-time, rolling shareholder and bondholder identification. Even if stock positions change during the course of the event, you have the most up-to-date information possible.
In addition to the solutions below, we also provide non-publicised intelligence services. Please contact us to discuss your exact situation.
AREAS OF EXPERTISE
500 companies can’t be wrong
We have helped more than 500 of the world’s largest issuers reach their goals. Due to the sensitive nature of our solutions, we ask that you contact us for details of each package.
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.
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.
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.
Without CMi2i we would not have seen what was coming.
CEO, LARGE CAP, LSE, OCTOBER 2020
OUR UNIQUE METHODOLOGY
The basis of advantage
Unrivalled investor intelligence coupled with actionable guidance
CMi2i’s investor intelligence methodologies go far beyond public filings and the stock surveillance method of other firms. Our experts use disclosure laws and our knowledge of compliance & custody to uncover the shareholders with the voting mandate and provide critical information and actionable guidance.
We are able to determine support from shareholders and track if it shifts
CMi2 offers an integrated proxy solicitation process, including executing shareholder campaigns and running virtual AGMs / EGMs
CMi2i’s team has a unique combination of skills, experience and methodologies that allow us to provide powerful support and guidance in the most complex of transactions, deals or situations.
Benefit from the full-spectrum of intelligence & advisory insights
Beneficial Owner & Asset Manager Identification - Equities and Debt
Voting Mandate Identification
Investor Weighting & Trend Analysis
Investor Risk Analysis & Mitigation