The Laurel Hill Advisory Group provides comprehensive strategic Information Agent consulting services to public companies and its advisors on all aspects of their Tender Offers and other Corporate Action services. These services range from the formulation of broad strategies to the implementation of specific tactics for each segment of their shareholder base.
Laurel Hill suggests specific solicitation approaches for each of the Company’s major institutional shareholders, working with our client’s management, we customize a protocol for the communications cycle. Our specialists communicate with all major shareholders (institutions, arbs, hedge funds, etc.) monitoring their comments, any changes in share positions and identifying the timing of expected tenders from major institutional holders and arbitrageurs. We provide in-depth snapshots of our client’s institutional and arbitrage shareholders, updating ownership levels and investor contacts.
We’ll assist in the preparation and placement of any tombstone announcement and distribution of Press Releases regarding the offer. We also offer analysis identifying the company’s shareholder base outlining projected participation from each shareholder segment.
Our in-house call center sets up a custom toll-free telephone number to answer inbound calls from shareholders with questions capturing shareholder sentiment. If required, we will commence a telephone solicitation campaign to untendered registered and “street name” retail holders.
As part of our service we confirm with Cede & Co./Depository Trust & Clearing Corporation (“DTC”) that all bank and broker participants and Broadridge/ADP clients receive all Tender Offer materials. We make certain all materials are forwarded to beneficial holders in a timely manner. Laurel Hill also offers an online document hosting suite and electronic distribution services.
During the offer, we will monitor and supply an update status to management during the process. We pride ourselves on clear concise communication during any of our programs.
To find out how we can tailor a program to fit your exact needs call (516) 933-3100.