Laurel Hill Advisory
Laurel Hill Advisory Group is a privately held North American proxy solicitation and shareholder communications firm serving public companies, banks, SPACs, and corporate issuers with proxy, M&A, and governance advisory services.
- Company typePrivate
- Founded2008
- HeadquartersJericho, United States
- Headcount11–50
- GTM typeB2B
- Offering—
What Laurel Hill Advisory does
Laurel Hill Advisory Group is a privately held, North American proxy solicitation and shareholder communications advisory firm founded in 2008 and headquartered in Jericho, New York, with additional offices in Toronto and Vancouver. The firm serves publicly traded companies (listed on TSX, NYSE, and NASDAQ), banks and thrifts, SPACs, and corporate issuers requiring shareholder approval for corporate actions including annual and special meetings, proxy contests, mergers and acquisitions, tender offers, rights offerings, and bank conversions. Its service portfolio spans core proxy solicitation, M&A advisory, institutional investor identification, unclaimed property / asset reunification (ShARP), corporate action agency services, depositary and escrow services, and virtual meeting advisory. The firm is consistently ranked #1 in North America and Top 10 globally by Bloomberg's Shareholder Activism Report, and acted on 38% of all publicly disclosed mandates in 2024.
The firm's technology platform centers on a shareholder communications infrastructure with in-house call center capabilities and QuickVote, an electronic voting tool pioneered in Canada that has been used for more shareholder meetings than all competitors combined. Revenue is generated on a per-engagement professional services basis: each mandate — whether a routine annual meeting, a contested proxy, or an M&A transaction requiring shareholder approval — is scoped and priced individually. The firm is family-owned (led by the Catacosinos family), with no transfer-agent conflicts and a senior team of approximately 20 professionals carrying 250+ years of combined industry experience, including former ISS research associates. Distribution flows through direct senior-advisor engagement with corporate boards, management teams, legal counsel, and institutional investors, supplemented by thought leadership (annual Trends in Corporate Governance report, ISS/Glass Lewis policy commentary) and industry-conference presence.
Laurel Hill Advisory firmographics
Firmographics- Name
- Laurel Hill Advisory
- Legal name
- The Laurel Hill Advisory Group, LLC
- Website
- https://laurelhill.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Laurel Hill Advisory Group is a privately held North American proxy solicitation and shareholder communications firm serving public companies, banks, SPACs, and corporate issuers with proxy, M&A, and governance advisory services.
- Ownership category
- akta.pro rank
Laurel Hill Advisory industry classification
Industry- NAICS
- Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Proxy Voting & Governance Services (FSAAAOAJ)
- akta.pro secondary industries
- Governance & Board Effectiveness Advisory (BPAHAFAC), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
Keywords
Where Laurel Hill Advisory is headquartered
LocationHeadquarters
- HQ city
- Jericho
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Laurel Hill Advisory business model
Business model- GTM type
- B2B
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Proxy Solicitation Services: Professional services for annual and special shareholder meetings, including strategic advice, shareholder outreach, and vote solicitation on a per-engagement basis.
- M&A Advisory and Transaction Support: Comprehensive consulting services for mergers, acquisitions, tender offers, and other corporate actions requiring shareholder approval.
- Institutional Investor Identification Services: Quarterly reports identifying institutional and Schedule 13(d) investors, including contact information for vote-casting decision makers.
- Unclaimed Property / Asset Reunification Services: Pre-escheatment services, address correction, life status verification, and shareholder asset reunification programs (ShARP) to locate unresponsive investors.
- SPAC Advisory Services: Specialized advisory for Special Purpose Acquisition Companies pursuing business combinations requiring shareholder approval.
- Bank & Thrift Advisory Services: Proxy solicitation and consulting for financial institutions including annual/special meetings, rights offerings, conversions, and shareholder asset recovery.
- Depositary & Escrow Services: Escrow management for financial transactions including cash and securities escrow services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Laurel Hill Advisory product offering
Product offeringCore offering
Laurel Hill Advisory Group is North America's leading strategic shareholder communications and proxy solicitation advisory firm. The company provides professional advisory and solicitation services to public companies for annual and special shareholder meetings, M&A transactions, proxy contests, contested situations, and other corporate actions requiring shareholder approval. Its service portfolio spans proxy solicitation, proxy contest advisory, M&A transaction advisory, institutional investor identification, unclaimed property/asset reunification (ShARP), SPAC business combinations, corporate action agency services, bank and thrift advisory, and depositary and escrow services.
Product overview
Laurel Hill Advisory Group is North America's leading strategic shareholder communications and advisory firm offering a comprehensive suite of services built on proxy solicitation, corporate governance expertise, and shareholder engagement. The company's portfolio centers on Proxy Solicitation Services and Proxy Contest Advisory as core offerings, supplemented by Mergers & Acquisitions Advisory for transactional work, Institutional Investor Identification Services for ownership intelligence, and Unclaimed Property Services featuring the ShARP (Shareholder Assistance & Reunification Program) for asset reunification. Additional specialized services include SPAC Business Combination Advisory, Corporate Action Agency Services (Information Agent for tender offers and corporate actions), Bank & Thrifts Advisory Services, Depositary & Escrow Services, and Virtual Meeting Advisory Services. The firm is privately owned and exclusively focused on shareholder communications, ranking in the Top 3 Solicitors in North America and Top 10 globally according to Bloomberg's Shareholder Activism Report.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Record high voter turnout and overwhelming shareholder support achieved for clients
- +3 more outcomes
Companies that use Laurel Hill Advisory
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles5 records
Laurel Hill Advisory technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Laurel Hill Advisory partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
Laurel Hill Advisory competitors and assessment
Company assessmentBroad incumbents
- Donnelley Financial Solutions (DFIN): Capital markets compliance and communications solutions provider serving public companies with shareholder communications, capital raising, and regulatory disclosure tools, offering some overlap with Laurel Hill's information agent and unclaimed property services.
- Glass Lewis & Co. Proxy advisory firm providing independent voting recommendations and governance research to institutional investors; a key counterpart in shareholder meeting outcomes rather than a direct solicitation peer.
- Institutional Shareholder Services (ISS): Dominant proxy advisory firm providing voting recommendations and governance research to institutional investors; not a direct solicitation competitor but a key counterparty whose policies drive Laurel Hill's advisory work.
- Broadridge Financial Solutions: Large-cap financial services and investor communications platform that provides proxy distribution, vote processing, and increasingly shareholder advisory services; competes broadly through scale and bundled technology solutions.
Direct peers
- Innisfree M&A Incorporated: U.S.-based proxy solicitation and strategic advisory firm focused on M&A transactions, hostile takeovers, and proxy contests, serving a similar issuer client base in North America.
- Georgeson LLC: One of the largest global proxy solicitation and corporate governance advisory firms, directly competing with Laurel Hill on annual meetings, M&A mandates, and proxy contests for North American and European listed companies.
- D.F. King & Co., Inc. Long-established proxy solicitation and information agent firm, historically one of the largest North American competitors in shareholder communications and M&A advisory (William W. Catacosinos previously worked at D.F. King).
- Morrow Sodali: Global advisory firm specializing in proxy solicitation, shareholder engagement, M&A, and corporate governance consulting, with overlapping service lines and target client base of public companies facing shareholder votes.
- MacKenzie Partners, Inc. U.S. proxy solicitation and investor relations advisory firm providing shareholder communication, proxy contest, and M&A services to public companies — closely overlapping with Laurel Hill's core offerings.
- AST Fund Solutions (now part of Equiniti): Provider of proxy solicitation, transfer agent, and corporate action services including specialized support for SPACs, rights offerings, and bank conversions, directly overlapping with Laurel Hill's bank/thrift and SPAC advisory lines.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Laurel Hill Advisory social profiles
Digital presenceLaurel Hill Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Laurel Hill Advisory leadership team
Management profileNumber of profiles
Profiles18 records
Laurel Hill Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Laurel Hill Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Laurel Hill Advisory
What does Laurel Hill Advisory do?
Laurel Hill Advisory Group is North America's leading strategic shareholder communications and proxy solicitation advisory firm. The company provides professional advisory and solicitation services to public companies for annual and special shareholder meetings, M&A transactions, proxy contests, contested situations, and other corporate actions requiring shareholder approval. Its service portfolio spans proxy solicitation, proxy contest advisory, M&A transaction advisory, institutional investor identification, unclaimed property/asset reunification (ShARP), SPAC business combinations, corporate action agency services, bank and thrift advisory, and depositary and escrow services.
Is Laurel Hill Advisory a public or private company?
Laurel Hill Advisory is a private company. It is currently operating.
When was Laurel Hill Advisory founded?
Laurel Hill Advisory was founded in 2008. It employs 11 to 50 people.
Where is Laurel Hill Advisory based?
Laurel Hill Advisory is headquartered in Jericho, United States, in the North America region.
How does Laurel Hill Advisory make money?
Seven revenue lines are on record. Proxy Solicitation Services are the primary driver. The others are M&A Advisory and Transaction Support, institutional Investor Identification Services, unclaimed Property / Asset Reunification Services, SPAC Advisory Services, bank & Thrift Advisory Services and depositary & Escrow Services.
Who are Laurel Hill Advisory's main competitors?
Broad incumbents on record are Donnelley Financial Solutions (DFIN), Glass Lewis & Co., Institutional Shareholder Services (ISS) and Broadridge Financial Solutions. Direct peers are Innisfree M&A Incorporated, Georgeson LLC, D.F. King & Co., Inc., Morrow Sodali, MacKenzie Partners, Inc. and AST Fund Solutions (now part of Equiniti).
Does Laurel Hill Advisory have an API?
No public API is recorded for Laurel Hill Advisory.
What industry is Laurel Hill Advisory in?
Its primary akta.pro industry code is FSAAAOAJ, Proxy Voting & Governance Services, with a secondary code of BPAHAFAC, Governance & Board Effectiveness Advisory. Its NAICS code is 541618 and its SIC code is 8742.