History

Founded in 1942 and spurred by the creation of “giant conglomerates” in the 1960s, the “financial re-engineering” of the 1980s and continued "globalization" of financial markets, we developed an industry-recognized expertise in proxy contests and tender/exchange offers for corporate control – a reputation and proficiency that we maintain today. See M&A/Corporate Proxy Solicitation.

In fact, notwithstanding cyclical fluctuations in M&A activity levels and despite the comings and goings of many new competitors, we remain one of the leading providers of our services in U.S. M&A transactions and we have emerged as the dominant provider of these services in European M&A transactions. See Experience.

In the 1980s, we extended our proxy solicitation services to U.S. mutual fund managers. Today, we are one of the leading providers of these services to the mutual fund industry. See Mutual Fund Proxy Solicitation.

Through internal and external growth initiatives, over time we also have expanded our service lines vertically and laterally with complementary and value-added offerings, which can be integrated into our core services or provided on a stand-alone basis. See Corporate/Financial Communications and Shareholder Expense Management Programs. Also, see M&A/Corporate Proxy Solicitation Support Services and Mutual Fund Proxy Solicitation Support Services.

In 1991, in recognition of increased cross-border investment and in response to growing European demand for our services, we established a regional headquarters in the City of London to support ongoing work in the U.K. and on the Continent and to complement our Wall Street operations in New York. Our coordinated presence in the world's largest financial centers enables the application of “best-in-class” practices in each of our primary markets. See Technology.