UNIQUELY ACCURATE MARKET INTELLIGENCE
Gain a more powerful vantage point
CMi2i delivers unique investor intelligence and strategic advice that provides the world’s largest issuers with a more powerful vantage point by which to conduct IR programmes, AGMs, transactions and activist defences.
New regulations, greater shareholder accountability, more active voting, and the integration of ESG principles into investment processes have increased the importance of knowing who shareholders are and what their investment approach might be. Having this knowledge has become a primary enabler of effective investor engagement and an early warning sign of potential corporate reputation issues.
CMi2i provides the full spectrum of investor relations and C-suite support services, ranging from the most accurate shareholder identification service available to intelligence-based proxy and transactional support.
INTEGRATED SOLUTIONS
Reach your goals
EQUITY & DEBTHOLDER IDENTIFICATION
-
Shareholder & Bondholder Identification Analysis
-
Beneficial Owner & Asset Manager Identification
-
Voting Mandate Identification
-
Global Institutional Investor Targeting & Screening
ADVISORY & INSIGHT
-
Risks, Opportunities & Recommendations (ROAR)
-
Corporate Governance / AGM / EGM Risk Assessment
-
Financial Equity Story Assessment
-
Regulatory Reporting Obligations
TRANSACTIONS & CRITICAL CORPORATE SITUATIONS
-
US SEC Tier I and Tier II Regulatory Analysis
-
Issues & Crisis Management
PROXY SOLICITATION, ENGAGEMENT & RECONCILIATION
-
Information Agency Services
-
Corporate Governance Roadshows
-
Capital Markets Days & Investor Roadshows
-
Investor Relations Advisory Support Services
-
Management & Investor Relations Coaching
OUR DIFFERENCE
Investor 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 our clients a true edge when it comes to investor targeting, shareholder engagement, winning the vote on key resolutions, de-risking a transaction, and much more.
SUCCESS STORIES
Our impact
BONDHOLDER INSIGHTS
Expertise when it matters
Companies are facing unprecedented challenges. Debt is being comprehensively restructured, once exemplary rated corporate bonds are at risk of downgrades, and governments are being forced to buy corporate bonds. CMi2i offers solutions and expertise to help with many of the debt issues facing today’s companies. Our world-renown debt team has worked with issuers and their advisors across the globe on both corporate actions and Debt IR activities, analysing over $100 billion worth of bondholders in the secondary market. Key debt services include:
-
Debt Investor Targeting
-
Transactional / Debt Restructuring Support
CONTACT
Speak to our advisors
RICHARD RACZ-CLARKE
Director and Head of Business Development
SIMON BRAY
Director
DANIEL STROMGREN
Managing Director of Forensic Analytics
NANCY HAMENI
Head of Proxy and M&A