Eagle Rock provides a full range of proxy solicitation, corporate governance advisory, call center, information agent and related services including:
Proxy Solicitation and Advisory Services
Eagle Rock has an unparalleled portfolio of proxy distribution and solicitation services. Having been involved in countless routine and non-routine shareholder meetings, including numerous proxy fights, the team at Eagle Rock is well equipped to analyze your proposals and tailor strategies for a successful meeting.
From before you start your broker search, to designing and printing your message, Eagle Rock’s talents and ingenuity will enhance the effectiveness of your campaign while keeping an eye on costs. Our solicitation experts can assist in all aspects of the shareholder meeting, from coordinating the broker search, estimating the materials needed to considering distribution options such as Notice and Access, segmentation and Householding to arranging typesetting, printing and mailing of material. We will work closely with your tabulator and the street to maximize your vote – and the outcome of your meeting.
With Proxy Access looming and the changes to Delaware’s proxy rules, proxy communications are becoming more complex, while giving opponents greater opportunities for challenges. Let Eagle Rock assist you in delivering winning shareholder-meeting strategies!
Shareholder Identification Programs
When there is unusual trading volume in your stock and the price is being driven, senior management will want to know why and what is driving the activity. Knowing who your largest stockholders are and keeping current on trading trends is an art unto itself. Eagle Rock can help provide the answers by analyzing trends and providing insights to these activities and the parties behind them.
Call Center and Information Agent Services
Eagle Rock’s in house telephone system and staff are designed to support a myriad of Call Center operations. Our out-reach programs have integrated telephone number look-up capability to maximize the effectiveness of campaigns. Scripts are carefully prepared and screened with clients. Information agent programs are run with incoming calls segregated and directed to staff prepared to respond knowledgeably to your investors’ questions. As with all operations, good systems and operational processes are dependent upon getting the right people to handle the call processing. The Eagle Rock staff are carefully screened, prepared and supervised to ensure that they are ready to make the call center operations effective, yet not impersonal.
The senior staff at Eagle Rock has been involved in numerous successful proxy contests. Contests require careful and complete analysis, weighing the opposition, the strategies and options that offer the greatest potential for success, costs of each alternative and other factors. Our arsenal of resources are available to you to ensure your shareholders hear your message, maximizing the potential for success.
Limited Partnership Services
Eagle Rock has extensive experience in the LP arena. Our team members have successfully handled a wide variety of programs including consent drives, tender offers, merger proposals, roll ups and elective proposals. Programs can be tailored to meet the specific needs of each client, with Eagle Rock’s integrated processing center handling all of the work, from tax reporting to providing output for the sponsor’s own agent or internal processing.
Eagle Rock has abundant experience in a wide variety of processes including assisting in bankruptcies and other outreach programs. Whatever your needs, you can trust the staff and management of Eagle Rock to use their experience and ingenuity to think out-of-the-box to develop innovative and cost-effective solutions.