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The case studies below give you a flavour of the types of companies we have provided a service to, the scope of their business challenge and the solution we delivered.
| Current Case Studies | ||||
| Title | Description | Download | Region | |
| Lost and Found (Reliance Mutual) | Georgeson's expertise helps trace and verify Reliance Mutual's missing members. |
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Europe, Middle East & Asia |
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| Tracing on a Global Scale (Standard Life) | Georgeson reunites 124,000 Standard Life shareholders with their lost entitlements. |  |
Europe, Middle East & Asia | |
Watt A Result (Scottish Power & Iberdrola S.A.) |
Georgeson helps Iberdrola S.A. reunite former Scottish Power shareholders with £14.5 million of unclaimed assets. |
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Europe, Middle East & Asia | |
| Knowledge is Power (Cadogan) | Georgeson helps Cadogan Petroleum plc defeat activist shareholder using Ownership Analysis. | |
Europe, Middle East & Asia | |
A Toast to Success (Punch Taverns) |
Georgeson assisted Punch Taverns in attaining over 75% approval in their open/placing offer. |
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Europe, Middle East & Asia | |
| The Right Result (HBOS) | Georgeson completes a proxy solicitation campaign for HBOS plc, resulting in a record voter turnout. | |
Europe, Middle East & Asia | |
An Even Coverage (ICI) |
Georgeson’s work as an information agent with ICI in August 2007. |
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Europe, Middle East & Asia | |
Stand up and be Counted (Unilever) |
Unilever asked Georgeson to provide a Vote Reconciliation service after their 2006 AGM. In doing so, we uncovered the surprising fact that nearly 8% of Unilever's shares did not get counted, got lost or were wrongly executed. |
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Europe, Middle East & Asia |
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A Steely Defence (Arcelor) |
Georgeson’s Proxy Solicitation solution came to the aid of Arcelor when it was subject to a hostile takeover bid by Mittal Steel. |
Europe, Middle East & Asia |
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Facing the Music (Sanctuary) |
Georgeson worked closely with the Sanctuary Group to help them to ensure that a crucial resolution went in their favour. |
Europe, Middle East & Asia |
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Plain Sailing (Aviva) |
Georgeson help to reunite Aviva 'missing' policy holders with windfall payments |
Europe, Middle East & Asia |
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A Welcome Windfall (Bradford & Bingley) |
Bradford and Bingley used Georgeson’s Asset Reunification service to locate and communicate with missing members who had still not claimed their entitlement, following their demutualisation |
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Europe, Middle East & Asia |
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Against The Odds, Victory Over The Dissidents (EMS) |
Environmental Management Solutions (EMS) was engaged in a “come from behind” proxy contest with a group of dissident shareholders as they attempted to gain control of EMS through the election of the Board of Directors Annual and Special Meeting. |
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Americas |
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Mutual fund proxy solicitation in an M&A (Neuberger Berman) |
Georgeson’s proxy solicitation campaign in a multi-fund M&A transaction
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Americas |
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Saving policyholders from escheatment (The Principal Financial Group) |
Georgeson assisted in reuniting policyholders with their assets in one of the largest demutualisations in recent years. |
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Americas |
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