Strategic intelligence for activist investors

Polaris Corporate Risk Management provides strategic intelligence for activist investors. To complement our traditional investigative techniques, Polaris utilizes comprehensive, creative methods and technologies, including, but not limited to, screenings for dark web breaches and sales, proprietary database searches, reputational risk analyses, and a brand-new tool precisely designed to inform portfolio decisions, including activist investments. Polaris provides clients with actionable insight — that is, intelligence that is usable and dependable.

Our searches and results are precisely targeted, and our findings are organized to give you the leverage you need in any activist campaign. No offensive strategy is complete without intelligence, and Polaris' Intelligence Division has time and again proven its financial intelligence capabilities — and activist investing scenarios always present an exciting challenge in which to exercise our expertise.

Case study

Case Study:

CASE STUDY: A group of outside investors were concerned by an unprofitable company's poor spending practices; this company was, as far as they could see, burning capital, with no thought to long term growth or investment, at a time when American companies were reaching new heights. At the same time, they began to hear rumors that the CEO was involved in legally questionable activity. Rather than spread these rumors, however, the concerned investors came to Polaris, seeking our investigative services. We were able to confirm their suspicions and, armed with our intelligence, these investors were able to get the ear of the company's board. Now? That company is much healthier today for all the trouble, as the strategies that our clients recommended proved profitable, and the firm circumvented a storm of adverse media behind the scenes that could have disrupted their operations and hampered their financial performance.

Feature highlights

The recent surge in activist investing has seen activists deploy modern, refined approaches. Polaris' methods have kept pace with these advancements; we utilize creative, unique data sources that result in more actionable intel.

Polaris' investigative scope is not simply limited to your target. Our sophisticated link analysis methods can drastically expand our sources of intelligence as we analyze relationships between directors and other relevant targets.

After you're equipped with the intel you need, Polaris can help you communicate your findings and negotiate next steps. By translating findings into a concrete action plan and report, we make data digestible, and heighten your chances of success.

Learn more

For more information on Polaris' services, visit www.polarisrsk.com.

Read our PDF brochure on Investigations for Activist Investors

Strategic intelligence for activist investors