Between Proxy Seasons: Four Trends to Watch

Francisco Morales Barrón, Jon Solorzano, and Robert Ritchie analyze key developments following the 2025 proxy season, outlining four trends shaping corporate strategy and investor relations. They highlight a continuing M&A rebound, the rise of private over public shareholder activism, the importance of proactive “peacetime” investor engagement, and the impact of recent SEC guidance on shareholder disclosure. Emphasizing preparation and adaptability, they advise companies to build strong investor relationships and understand evolving regulatory dynamics to navigate the shifting landscape heading into 2026.