INTEGRATED SERVICE OFFERING
SHAREHOLDER INTELLIGENCE
Exceptionally accurate & timely vote/share position report independently corroborates & complements internally sourced information. Identifies shifts in current/emerging key shareholders & their voting support as a foundation for informed oversight & strategic decision making.
SHAREHOLDER RISK ADVISORY
An in-depth shareholder-centric analysis that identifies and examines critical organizational elements through a dynamic filter of evolving governance standards & peer comparison. Proactively identifies anomalies for risk assessment and mitigation or potential exploitation.
PROXY VOTING
ADVISORY
Currently, passage of meeting agenda items face increased risk without focused oversight. Achieve greater certainty of outcome with expert “insider” knowledge of the proxy voting process to cost-effectively increase results of any proxy solicitation efforts, and optimize utilization of resources.
CONTESTED SHAREHOLDER EVENTS
Contested vote events can be extremely disruptive and costly, increasing risk of negative outcomes if unprepared. Gain tactical advantage & take control of potential adversarial campaigns with expertise from navigating hundreds of successful outcomes in contentious & complex shareholder actions.
OUR UNIQUE ADVANTAGES
EXPERTISE
Expertise gained from over a decade successfully advising boards, CEOs and key shareholders on hundreds of complex and contentious proxy support and governance situations, including many of Canada’s most notable transactions.
accuracy
Unrivalled accuracy and timeliness in intelligence reporting. Public filings continuously monitored and vote/holdings updates available within hours (not weeks/months), with up to 30%+ improvement in accuracy versus widely used data aggregators.
discretion
Independent, bespoke, discrete (non-disclosable), management-focused service that effectively removes conflict risk that can contribute to leaks and red flags. Acknowledges and maintains strict confidentiality of your intellectual property at all times.
BRAD ALLEN, FOUNDER & CEO
Brad is the Founder and CEO of βranav Shareholder Advisory Services since its inception in 2013. βranav emerged as a leading source of exceptionally accurate, independent shareholder intelligence and tactical insight, identifying potential risks regarding shareholder support and recommending mitigation strategies to maximize vote support. He’s provided expertise and guidance to boards and CEOs of a diverse group of companies ranging from mining sector micro-caps to financial sector mega-caps, including Canada’s largest bank.
Prior to founding βranav, as a senior proxy solicitation executive for a decade Brad was instrumental in the rapid establishment of a startup proxy firm into a top Canadian competitor, and previously led the growth of the Canadian subsidiary of a global proxy firm. Brad developed a reputation of expertise and integrity, developing compelling shareholder engagement strategies in hundreds of complex situations, including numerous of Canada’s most notable transactions. Brad began his career in the banking sector, ultimately leading executive client relationship management in the corporate/commercial/treasury groups for a leading Canadian bank.
A valued industry speaker, he’s appeared regularly in major broadcast and print media including The Wall Street Journal, Reuters, The Globe and Mail, CBC and BNN, and has participated on numerous industry panels across Canada and in New York on topics relating to shareholder activism and corporate governance trends.
BROADCAST/print APPEARANCES
SELECT ENGAGEMENTS
SHAREHOLDER INTELLIGENCE FINANCIAL SERVICES SECTOR
Engaged by one of Canada’s leading banks to provide shareholder intelligence & proxy voting advisory for their AGM. Highlights of engagement included: 100% accuracy in vote forecast intelligence identifying institutions that cast meaningful negative votes; live analysis of incoming votes received pre meeting; corrected 30% error rate in top holder share position data provided by multiple vendors; provided analytic reports post AGM for board.
ACTIVIST SHAREHOLDER DEFENCE RESOURCE SECTOR
Engaged by junior resource exploration company to provide activist shareholder defence & proxy voting advisory. Highlights from engagement included: identifying dissident share position pre-announcement; accurately forecasting timing & content of initial dissident press release, tactical communications guidance; coordinated proxy solicitor engagement using βranav shareholder intelligence resulting in reduced proxy solicitor cost and increased efficiency.
SHAREHOLDER RISK ADVISORY RESOURCE SECTOR
Engaged by junior gold exploration company post AGM with mandate to provide ongoing shareholder intelligence & risk advisory support. Provided regular shareholder intelligence updates & peer comparison reports that identified potential outreach candidates. Risk analysis outlined items for proactive mitigation. Highlights included identifying and enabling resolution of multiple issues subsequently flagged by proxy advisory firms.