Following up on our series of shareholder engagement blogs, some years you’ll be lucky and things are going swimmingly for the company and it doesn’t seem like investors will want to meet. Investors often say that they don’t want to meet just for the sake of meeting.

But how do you know for certain whether that’s the case for you. The answer is “you don’t.”
So a good approach is an email that reads something like:

“Here’s a few things that have been going on with our company over the past year that you might not know about. Is there anything else that you want to know about? Anything top of mind? We are happy to have our normal exchange if you think it would be of value to you.”

That approach is a little better than saying something like:

“As you probably know, our company has had a real good year and we haven’t heard any complaints from shareholders. But if you still want to conduct our normal exchange, we are happy to do it.”

This first approach is less presumptive – and it feels like more of a true exchange that builds a better relationship.

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Photo of Broc Romanek Broc Romanek

As a strategist for the firm’s Corporate & Securities practice, Broc Romanek has a deep understanding of the regulatory and environmental, social, and governance (ESG) marketplace. Prior to joining Perkins Coie, Broc served as editor at TheCorporateCounsel.net, CompensationStandards.com, and DealLawyers.com, where he oversaw…

As a strategist for the firm’s Corporate & Securities practice, Broc Romanek has a deep understanding of the regulatory and environmental, social, and governance (ESG) marketplace. Prior to joining Perkins Coie, Broc served as editor at TheCorporateCounsel.net, CompensationStandards.com, and DealLawyers.com, where he oversaw and managed coverage on issues related to ESG, corporate governance, executive pay, deals, and market trends and analysis.

In addition to his nearly two decades of working as a journalist and publisher, Broc served as assistant general counsel at a Fortune 50 company, worked in the Office of Chief Counsel of the U.S. Securities and Exchange Commission’s (SEC) Division of Corporation Finance, was a counselor to former SEC Commissioner Laura Unger, and worked in private practice. He also is the author, or co-author, of four legal treatises, and has authored several books focused on the legal industry.