Evidence-based expertise,
Real Impact.

Corporate leaders today face a paradox: the strategies most likely to create long-term value are often the hardest to defend to the shareholders who fund them. I help boards and executives resolve that tension — turning governance complexity into competitive clarity.

My advisory work draws on over a decade of rigorous research into how ownership structures and governance design shape firm performance. I translate that research into actionable insight for clients navigating high-stakes decisions.

Areas of focus

Shareholder Strategy

I help boards and executives build a proactive shareholder strategy: identifying which investors align with their long-term direction, understanding what drives shareholder loyalty and defection, and designing strategies that attract and retain the right capital.

Stakeholder Strategy

My advisory work helps clients identify which stakeholder relationships are genuinely value-relevant, how to sequence and communicate decisions across multiple constituencies, and when proactive stakeholder engagement becomes a competitive advantage rather than a compliance exercise.

Activist Preparedness & Response

I advise boards and management teams on how to assess their vulnerability to activist campaigns, and develop credible response frameworks before pressure arrives. For companies already under attack, I provide rapid situation assessment and strategic counsel grounded in systematic evidence on what works and what backfires.

Corporate Governance Design

Sound governance is not a compliance exercise — it is a strategic asset. I advise boards on governance structure and effectiveness, including board composition, executive compensation, and governance provisions that shape how investors and regulators perceive the firm.

Engagement models

  1. Advisory retainers for boards and executive teams seeking ongoing strategic counsel on governance and shareholder matters.

  2. Project-based engagements for discrete challenges such as activism preparedness assessments, governance audits, or shareholder strategy development.

  3. Board advisory roles for organizations seeking an independent voice with deep governance and strategy expertise.

  4. Executive education and workshops for leadership teams and board members on governance, shareholder dynamics, and strategic decision-making.

  5. Expert witness and litigation support for legal matters involving corporate governance, shareholder activism, or executive decision-making.