MacKenzie Partners
MacKenzie Partners is a privately held New York-based proxy solicitation, investor relations, and corporate governance consulting firm serving public corporations and their boards during M&A transactions, proxy contests, tender offers, and restructurings across five offices in the US and UK.
- Company typePrivate
- Founded1990
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What MacKenzie Partners does
MacKenzie Partners, Inc. is a privately held, full-service proxy solicitation, investor relations, and corporate governance consulting firm founded in January 1990 and headquartered at 7 Penn Plaza in New York City. The firm serves publicly traded corporations, their boards, and senior management teams involved in M&A transactions, proxy contests, tender and exchange offers, consent solicitations, corporate restructurings, and governance disputes, working in close partnership with client-side attorneys, investment bankers, and other consultants. Its services span advisory and execution across shareholder base analysis, voting projections, solicitation campaigns, beneficial ownership identification, market surveillance, information agent duties for tender/exchange offers, debt consent solicitations, and corporate governance research on shareholder proposals.
The firm's product surface is organized into three pillars: Proxy Services (proxy solicitation, M&A advisory, annual and special meetings, proxy contests, financial/investor/media relations); Securities Expertise (tender and exchange offers, securityholder identification, market surveillance, and the proprietary trademarked Sentinel Market Intelligence service); and Corporate Consulting (restructuring and reorganization, debt consent solicitations, corporate governance consulting). Sentinel Market Intelligence (TM) combines a proprietary database of account numbers and trading information with institutional relationships and customized reporting on shareholder base profiles, vote projections, and voting process tracking. The firm operates a Manhattan calling center that handles hundreds of shareholder calls daily.
MacKenzie generates revenue through fee-based professional services engagements, with each M&A transaction, proxy contest, or tender offer representing a discrete paid mandate; pricing is not publicly disclosed. Customer acquisition runs almost entirely through senior-executive relationships, referrals from attorneys and investment bankers, and reputation built across hundreds of transactions since the 1980s. The firm has grown to a team of 40+ experienced executives across five offices in New York City, Washington DC, Los Angeles, Palo Alto, and London, serving enterprise clients in industries ranging from pharmaceuticals and oil & gas to banking, technology, and mining.
MacKenzie Partners firmographics
Firmographics- Name
- MacKenzie Partners
- Legal name
- MacKenzie Partners, Inc.
- Website
- https://mackenziepartners.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- MacKenzie Partners is a privately held New York-based proxy solicitation, investor relations, and corporate governance consulting firm serving public corporations and their boards during M&A transactions, proxy contests, tender offers, and restructurings across five offices in the US and UK.
- Ownership category
- akta.pro rank
MacKenzie Partners industry classification
Industry- Product category
- Proxy Solicitation and Corporate Governance Consulting
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where MacKenzie Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
MacKenzie Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services - Proxy Solicitation: Fee-based professional services for proxy solicitation including advisory and execution services for annual and special meetings, corporate control contests, unsolicited tender offers, proxy fights and consent contests. Services include shareholder base analysis, voting projections, solicitation campaigns, and communications strategy development.
- Securities Expertise Services: Information agent services for tender and exchange offers, beneficial ownership identification, market surveillance, and associated financial, investor and media relations services. Includes telephone calling campaigns and distribution of tender offer documents.
- Corporate Governance Consulting: Corporate governance consulting services including background research and analyses on shareholder proposals covering governance issues such as cumulative voting, director compensation, classified boards, and shareholder rights plans. Also includes counseling on proposal likelihood and vote projections.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
MacKenzie Partners product offering
Product offeringCore offering
MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm serving publicly traded corporations, boards of directors, and senior management teams involved in M&A transactions, proxy contests, tender offers, and corporate governance matters. The firm provides advisory and execution services for annual and special meetings, corporate control contests (unsolicited tender offers, proxy fights, consent contests), securityholder identification, market surveillance, and restructuring/reorganization consent solicitations, supported by its proprietary Sentinel Market Intelligence (TM) platform.
Product overview
MacKenzie Partners is a full-service proxy solicitation, investor relations, and corporate governance consulting firm that operates as a unified service offering rather than a software platform. The firm's portfolio centers on three core service pillars—Proxy Services (encompassing proxy solicitation, mergers & acquisitions advisory, annual & special meetings, and proxy contests), Securities Expertise (including tender & exchange offers, securityholder identification, market surveillance, and the proprietary Sentinel Market Intelligence TM), and Corporate Consulting (covering restructuring, debt consent solicitations, and corporate governance). These services work in concert to provide clients with advisory, execution, and intelligence capabilities throughout corporate control contests and M&A transactions.
Differentiator
Problem solved
Functional benefit
Products and services
- Proxy Solicitation
Quantifiable outcome
- Hundreds of shareholder calls handled daily through Manhattan calling center
Companies that use MacKenzie Partners
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
MacKenzie Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
MacKenzie Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights4 records
MacKenzie Partners competitors and assessment
Company assessmentDirect peers
- Georgeson: Georgeson is a proxy solicitation and information agent firm owned by Computershare, providing M&A proxy advisory and ownership identification services. It serves the same enterprise issuer client base as MacKenzie Partners on contested deals, tender offers, and annual meeting campaigns.
- EQ (Equiniti): Equiniti provides share registration, proxy services, and corporate actions services to issuers globally, including proxy solicitation and ownership tracking. As one of the broader corporate services platforms, it competes with MacKenzie on information agent mandates and proxy campaigns, particularly in the UK and Europe.
- Innisfree M&A Incorporated: Innisfree is one of the largest independent proxy solicitation firms specializing in M&A, hostile takeovers, proxy contests, and consent solicitations. It is one of MacKenzie's most direct competitors for high-stakes contested transaction mandates on both the issuer and dissident sides.
- Laurel Hill Advisory Group: Laurel Hill is a proxy solicitation and corporate governance advisory firm serving public companies, activist investors, and bondholders on M&A, proxy contests, restructuring, and consent solicitations. It is one of MacKenzie's direct competitors in the same advisory niche.
- Morrow Sodali: Morrow Sodali is a leading proxy solicitation and corporate governance consulting firm, now operating within the Broadridge platform. It directly competes with MacKenzie Partners across M&A proxy contests, tender offers, annual meeting solicitations, and shareholder engagement services for global issuers.
- Investorcom: Investorcom is a proxy solicitation and corporate governance firm providing solicitation, strategic advice, and shareholder identification services for M&A and contested situations. It competes with MacKenzie for proxy contest and M&A advisory engagements with public issuers.
- Shareholder Services Group: Shareholder Services Group is a proxy solicitation and corporate governance advisory firm providing proxy contest advisory, ownership analytics, and solicitation services. It directly competes with MacKenzie in mid- and large-cap M&A and contested situations.
- D.F. King & Co. D.F. King is a long-standing proxy solicitation, information agent, and corporate consulting firm serving public companies on M&A, proxy contests, and tender offers. Its service offering mirrors MacKenzie's across proxy services, tender/exchange offers, and ownership analytics.
Others
- Glass Lewis: Glass Lewis is the second-largest proxy advisory firm, providing voting policy research and recommendations to institutional investors. Like ISS, it is adjacent rather than directly competitive, but its recommendations materially affect the contested votes that MacKenzie Partners' clients are working to win.
- Institutional Shareholder Services (ISS): ISS, owned by MSCI, is the dominant proxy advisor providing voting recommendations and governance research to institutional investors. While it operates upstream of MacKenzie's solicitation role rather than directly competing for the same engagement, ISS directly influences the vote outcomes that MacKenzie's solicitations are designed to shape.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
MacKenzie Partners social profiles
Digital presenceMacKenzie Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
MacKenzie Partners leadership team
Management profileNumber of profiles
Profiles7 records
MacKenzie Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MacKenzie Partners 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 MacKenzie Partners
What does MacKenzie Partners do?
MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm serving publicly traded corporations, boards of directors, and senior management teams involved in M&A transactions, proxy contests, tender offers, and corporate governance matters. The firm provides advisory and execution services for annual and special meetings, corporate control contests (unsolicited tender offers, proxy fights, consent contests), securityholder identification, market surveillance, and restructuring/reorganization consent solicitations, supported by its proprietary Sentinel Market Intelligence (TM) platform.
Is MacKenzie Partners a public or private company?
MacKenzie Partners is a private company. It is classified as unknown and is currently operating.
When was MacKenzie Partners founded?
MacKenzie Partners was founded in 1990. It employs 51 to 100 people.
Where is MacKenzie Partners based?
MacKenzie Partners is headquartered in New York, United States, in the North America region.
How does MacKenzie Partners make money?
Three revenue lines are on record. Professional Services - Proxy Solicitation is the primary driver. The others are securities Expertise Services and corporate Governance Consulting.
Who are MacKenzie Partners's main competitors?
Direct peers on record are Georgeson, EQ (Equiniti), Innisfree M&A Incorporated, Laurel Hill Advisory Group, Morrow Sodali, Investorcom, Shareholder Services Group and D.F. King & Co.. Others are Glass Lewis and Institutional Shareholder Services (ISS).
Does MacKenzie Partners have an API?
No public API is recorded for MacKenzie Partners.
What industry is MacKenzie Partners in?
MacKenzie Partners's product category is Proxy Solicitation and Corporate Governance Consulting. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 523940 and its SIC code is 6282.