What Does a Shareholder Engagement Program Look Like?
Companies need an organized set of engagement procedures with priorities and the ability to call on internal cross-department coordination – and director participation – when needed, depending on what is on the engagement agenda. Some companies have a written shareholder engagement policy to memorialize their processes and procedures and help set the company’s ground rules. […]
Posted by Broc Romanek, Cooley LLP, on Thursday, November 7, 2024
Editor's Note:
Broc Romanek is a Senior Strategic Advisor at Cooley LLP. This post is based on his Cooley memorandum.
Companies need an organized set of engagement procedures with priorities and the ability to call on internal cross-department coordination – and director participation – when needed, depending on what is on the engagement agenda. Some companies have a written shareholder engagement policy to memorialize their processes and procedures and help set the company’s ground rules.
You should tailor your engagement approach depending on which investor you’re dealing with and the issues to be discussed. A mature and seasoned engagement program is key to successful engagement. Like most things in life, it’s quality over quantity.
