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Proxy Advisors Update Voting Guidelines for 2023

Harvard Corporate Governance

Institutional Shareholder Services (ISS) and Glass Lewis, the leading proxy advisors in the United States, have announced updates and clarifications for their voting guidelines for the 2023 proxy season. This post is based on a Fenwick memorandum by Mr. Bell, Mr. Kristy, Ms. Forbess, Ryan Mitteness , and Ron C.

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Oversight of Proxy Voting Advisors: US and EU Regulators Converge

Harvard Corporate Governance

Implications of this regulatory conjunction have immediate consequences for proxy advisors, as well as for companies and investors on both sides of the Atlantic. In 2013, facing issuer calls to install hard rules on proxy advisors, the Authority instead asked the industry to develop its own code of best practice.

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Business Advisor Highlight: Raleigh, NC

Viking Mergers

Like all of our advisors across the Southeast, the Viking business advisors in Raleigh, NC, are experienced professionals who are here for the long term. Viking advisors are not just transactional. Why Viking Is Here. Selling a business can be the biggest decision in a person’s life. That way, when you’re ready to exit, you can.

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Fiduciary Duties of Public Pension Systems and Registered Investment Advisors

Harvard Corporate Governance

Slaughter Professor of Law at Yale Law School and an advisor to Strive Asset Management. Posted by Jed Rubenfeld, Strive Asset Management, on Wednesday, March 1, 2023 Editor's Note: Jed Rubenfeld is Robert R. This post is based on his Strive memorandum.

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Advisor Feature: Reed Kelly in Nashville, TN 

Viking Mergers

Reed Kelly’s journey from a small town in Tennessee to a Senior Advisor at Viking M&A is an inspiring one. His friend’s father was a successful financial advisor and a great encouragement to Reed. After college, Reed began his career as a Financial Advisor. Related Articles What is an Exit Strategy?

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Advisor Feature: Eric McKeehan in Asheville, NC

Viking Mergers

Today, he lives out that passion as an Advisor with Viking Mergers & Acquisitions in Asheville, NC, driven by values learned through a decade of working with small to midsize businesses. This kind of advance preparation is why Viking Advisors work with clients far before they intend to exit. It’s all about relationships.

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Advisor Feature: Jimmy Span in the Grand Strand 

Viking Mergers

As a Senior Advisor at Viking, Jimmy enjoys personal interaction with entrepreneurs and the small business community. “I Like all of our advisors across the Southeast, Jimmy and our team of South Carolina business brokers are experienced professionals who are here for the long term.