Investment Banks
Leverage Actionable Insights to Navigate M&A and Contested Situations
Access governance research and data to support client needs and strengthen advisory strategies.

Investment banks must provide strategic guidance on M&A, shareholder activism, and governance risks while navigating evolving regulations. Glass Lewis' governance research and data helps banks anticipate investor reactions, refine deal strategies, and enhance shareholder engagement.
Key Solutions
Our Core Benefits
Enhance Due Diligence
Harness 20+ years of governance research and data to evaluate director qualifications, related-party transactions, and insider affiliations, which helps to uncover opportunities and mitigate risks.
Strengthen Deal Narratives
Access an extensive library of proxy voting policies, thematic and annual reports covering critical global and regional governance developments to enhance deal narratives.
Anticipate Voting Trends
Refine deal strategies and mitigate risks by leveraging Glass Lewis’ governance and special situations research and data.


Stewardship in Action: Engagement Snapshots on Executive Pay Incentives and Peer Groups
This article shows how investment stewardship engagement with a biotech company and an advanced analytics company led to positive outcomes for institutional shareholders.


Stewardship in Action: Engagement Snapshots on Executive Pay Incentives and Peer Groups
This article shows how investment stewardship engagement with a biotech company and an advanced analytics company led to positive outcomes for institutional shareholders.

Tracking Shareholder Proposals and Company Exclusions: Mid-Season Observations
How has the SEC’s new approach to no-action requests impacted the shareholder proposal landscape?

Tracking Shareholder Proposals and Company Exclusions: Mid-Season Observations
How has the SEC’s new approach to no-action requests impacted the shareholder proposal landscape?


Market Brief: What Proxy Voting for Third-Party Tokenized Stocks and ETFs Might Mean for Governance
This article examines how proxy voting for third-party tokenized stocks and ETFs could reshape governance. Though it creates new ways for investors to participate in proxy voting, it also raises unresolved governance questions around ownership rights and voting eligibility, transparency, intermediary accountability, and fiduciary responsibility.


Market Brief: What Proxy Voting for Third-Party Tokenized Stocks and ETFs Might Mean for Governance
This article examines how proxy voting for third-party tokenized stocks and ETFs could reshape governance. Though it creates new ways for investors to participate in proxy voting, it also raises unresolved governance questions around ownership rights and voting eligibility, transparency, intermediary accountability, and fiduciary responsibility.


The Current Strategic Landscape for Investment Stewardship
Based on findings from the 2026 Investment Stewardship Survey Report, this article covers current engagement priorities, operational approaches to stewardship, criteria for prioritization of engagement themes, and key areas of improvement.


The Current Strategic Landscape for Investment Stewardship
Based on findings from the 2026 Investment Stewardship Survey Report, this article covers current engagement priorities, operational approaches to stewardship, criteria for prioritization of engagement themes, and key areas of improvement.
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