David Outlaw, CEP
Managing Director, Valuation & HR Advisory Services
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The proxy is both a legal document and a marketing document that explains to shareholders how you arrived at your named executive officer (NEO) compensation decisions. Institutional investors, proxy advisors, activists, and the media all use information from this document to evaluate your company’s executive compensation.
With so much new regulation, today’s proxy has, on average, more than five times the page count than it did just 10 years ago. But this expanding girth has made it harder for key messages to stand out. A picture is worth a thousand words, and a table can convey more information than ten paragraphs of text.
Let us help you bring clarity to your proxy through the use of visualization, quantitative analytics, and framing of your story and the key business reasons that support it.
How We Help
We work with you to do the following:
- Identify potential proxy enhancement areas based on your objectives and current practices
- Develop insightful and relevant analytics using your stock plan data with peer and general capital markets data
- Produce tables, charts, and other visuals to tell a clearer and more impactful story
- Integrate visuals with plain-English commentary
For new equity plan proposals, we can also help you model likely proxy advisor recommendations. Specifically, we:
- Support with analysis of pros and cons of different plan features to maximize your share request
- Analyze burn rates and SBC expense trends compared to peers
- License ISS products to run the EPSC model and estimate potential share pools across different designs
We can also support other quantitative aspects of the proxy, including pay vs. performance, CEO pay ratio, and other executive compensation tables and disclosures
