Explore exclusive reports, Kingsdale news, and case studies

The new rules from the SEC have strengthened the hand of activists. Michael Fein, US President at Kingsdale Advisors, shares his expertise with Dealreporter on what companies should consider.

Michael Fein, US President at Kingsdale Advisors, shares on a panel that no company is “immune”, as activist funds are seeing increased success in getting their agendas enacted.

The Globe and Mail highlights key statistics from Kingsdale’s 2021 Proxy Season Review.

Ian Robertson, CEO at Kingsdale Advisors, talks to the Financial Post about shareholder activism during the pandemic and what it means for Canadian companies.

A series of core questions and insights that companies and boards need to critically consider.

On December 7, 2021, Institutional Shareholder Services Inc. (“ISS”) published its Benchmark Policy Changes for multiple countries in the Americas, including Canada. This publication of the final policy for 2022 comes more than a month after ISS released its proposed updates for comment on November 4.

Glass, Lewis & Co. has released its 2022 Policy Guidelines for the Canadian market as part of its annual proxy voting policy update process. These guidelines will be effective for shareholder meetings held on or after January 1, 2022.

On October 1, Institutional Shareholder Services (“ISS”) published the results of two global policy surveys it conducted with market participants as part of its annual policy development process.

Activism is a year-long event, and in 2021, Canadian issuers were subject to the most proxy contests since 2013 as activists sought to make big changes in boardrooms.

On Nov. 4, 2021, influential proxy advisory firm Institutional Shareholder Services Inc. (“ISS”) released proposed updates to its main benchmark proxy voting policies in multiple regions, including Canada and the U.S.

How COVID-19 Put a Spotlight on Executive Pay and Performance.

The Ontario Capital Markets Modernization Taskforce released its 115-page final report, with over 70 ground-breaking recommendations to improve Ontario’s capital markets to better support a dynamic and competitive economy.

Kingsdale Advisors releases its 2021 AGM Checklist, a series of core questions that every Canadian board should be asking in preparation of their next annual general meeting

A special report spotlighting the growing momentum in M&A and the significant number of high profile activist campaigns in the gold industry.

Today, we launched the first in a four-part corporate trailer campaign focused on helping business leaders succeed in high-stakes situations that require critical, shareholder-focused strategic expertise, such as corporate takeovers and proxy contests.

The ad highlights Kingsdale’s long-standing position as trusted strategic advisor.

Ian Robertson, President, Canada to succeed Amy Freedman as CEO, who is departing for new career challenges.

Ian Robertson, President, Canada talks to Activist Monitor about how psychedelic companies can learn from cannabis companies.

Ian Robertson, President, Canada, and Grant Hughes, COO, discuss how COVID-19 impacted shareholder activism and why we’re seeing a rise in contested M&A.

Kingsdale Advisors is pleased to announce the appointment of Himesh Ghai as Executive Vice President.

Ian Robertson, President, Canada talks to Activist Monitor about how shareholder activists in Canada have triggered the most proxy fights since 2013.

On Nov. 24, 2020 Glass, Lewis & Co., LLC released its 2021 Proxy Voting Policy Guidelines. The links below provide our insights and advice on how these policy updates may impact companies in both Canada and the United States.

On Nov. 12, 2020 ISS released its 2021 Benchmark Proxy Voting Guidelines updates. The links below provide our insights and advice on how these policy updates may impact companies in Canada.

On October 14, 2020, Institutional Shareholder Services (“ISS”) released its 2021 Benchmark Policy Consultation requesting feedback from interested market constituents on new or potential changes to their voting policies.

The 2020 Proxy Season Review highlights the major events of the proxy season, important developments in corporate governance, and the trends that will impact Canadian boardrooms in 2021.