All forms of stock-based compensation are under an increasingly powerful microscope, making it as challenging as ever to achieve share request success. Our experts partner with clients to help them navigate the maze of proxy advisor policies and investor guidelines that influence plan design.
Start with a Balanced Approach
When it comes to gaining shareholder approval for new equity compensation plans, a one-size-fits-all methodology doesn’t work. While clients should absolutely pay close attention to investor policies and proxy advisory guidelines, simply following their view of best practices may not yield the best outcomes for your business.
We work with clients to take an independent, balanced approach to share request design, focused on preserving flexibility in both plan features and compensation practices, while also ensuring the best possible alignment with external constraints, where possible. Additionally, unlike our competition, we have the ability to leverage a wide range of talent, rewards, governance and legal experts to customize our recommendations to the specific needs of your business, your people and your investors.
Understand the Share Request Modeling Process
Our clients receive a comprehensive report at every step in the modeling process— as we iterate, you’ll be kept in the loop. Our reports include:
- In-depth explanations of ISS equity plan scorecard methodologies, Glass Lewis policies and institutional investor policies;
- Multiple approaches for modeling share authorization outcomes;
- A detailed breakdown of all assumptions used in the modeling process; and
- Recommendations for plan document changes and next steps.