Alliance Advisors

Equity Compensation Plans: What Makes Them Work? In today's competitive talent landscape, equity compensation plans are more than just numbers on a spreadsheet—they're strategic tools that can make or break shareholder support. In the latest issue of Financier Worldwide, experts from Alliance Advisors, Donald Cioffi, Stephen Freyman, Etelvina Martinez, Reid Pearson, and Michael Vogele share actionable insights on how to shape proposals that actually get approved. Key takeaways: Understand your shareholder base and tailor your plan to their expectations. Avoid outdated plan structures especially those with evergreen provisions or single-trigger clauses. Communicate proactively and transparently. Your proxy statement should tell your story. Benchmark against peer norms to stay credible and competitive. Whether you're a board member, governance professional, or investor relations lead, this is a must-read. Read the full article here: Financier Worldwide: https://lnkd.in/eZnE9D9f Join our community, its quick, easy, and completely free. https://bit.ly/3xrkU0W #EquityCompensation #CorporateGovernance #ProxySeason #AllianceAdvisors #ShareholderEngagement #ExecutiveCompensation #FinancierWorldwide

Nearly half (45.5%) of retail investors buy more during market downturns. During market dips they see opportunity. Does your IR strategy anticipate how investors react in volatility? Alliance Advisors can help you prepare and position for these cycle: https://loom.ly/9eMyNOw Stockperks #RetailInvestorTrends #StockperksSurvey #AllianceAdvisorsIR #stockperks #perks #irchat #retailinvestors #stakeholderengagement #shareholderengagement

Alliance Advisors participated at the Governance Intelligence’s Corporate Governance Forum in NYC today at Cooley’s offices. Michael Vogele discussed Executive Pay Under Pressure: Navigating Governance and Disclosure Challenges. See you all tonight at the Corporate Governance Awards! Etelvina Martinez

Congratulations to Lumen Technologies on being named “Best Shareholder Engagement (Small to Mid-Cap)” at the 2025 Corporate Governance Awards by Governance Intelligence! Alliance Advisors is proud to support Lumen Technologies through their off-season engagement efforts and proxy solicitation campaigns. This well-deserved recognition highlights their proactive approach to investor communications and transparency. We’re honored to work alongside the Lumen Technologies team in advancing best practices in corporate governance and shareholder engagement.

How do you build an equity‑compensation plan that earns shareholder support? In this latest piece from Financier Worldwide Magazine, our team, comprising Donald Cioffi, Stephen Freyman, Etelvina Martinez, Reid Pearson, and Michael Vogele, shares key insights into what companies must do to navigate dilution, proxy advisor scrutiny, and shareholder outreach when proposing an equity plan. ☑️ Understand your shareholder base ☑️ Tailor plan design to align with market norms ☑️ Engage investors early and tell a clear story These takeaways aren’t just theory; they’re what help issuers secure broad support and avoid costly missteps. 🔗 Read the full article here: https://lnkd.in/e_VsZ8j4

We’re excited to welcome Danyelle Schulz to the Alliance Advisors team! Danyelle joins our Proxy Logistics Group as a Virtual Shareholder Meeting Coordinator, where she’ll oversee the execution of virtual shareholder meetings on our VSM platform. With a strong background in project coordination and client service, Danyelle ensures a smooth, professional experience for both public and private companies. Welcome aboard, Danyelle!

We’re delighted to welcome Mayra Baraschi to the Alliance Advisors team as Director, Shareholder Engagement Services (SES), International, based in London! Mayra brings a strong background in capital markets, banking, and oil & gas, along with deep expertise in equity and bond analysis. Welcome to the team, Mayra!

Where are retail investors looking next? Stock Perks recent survey suggests: • 44% Information Technology • 40% Energy Remember, sector trends shape investor expectations. Let’s strategize on how to highlight your company’s sector strengths and how your story resonating with the right audience: https://loom.ly/9eMyNOw Stockperks #RetailInvestorTrends #StockperksSurvey #AllianceAdvisorsIR #stockperks #perks #irchat #retailinvestors #stakeholderengagement #shareholderengagement