Smarter Engagement. Better Results.

Trusted Advice
When it Matters Most

For more than eight decades, D.F. King has advised companies, boards and investors through complex and consequential situations. We combine deep market expertise, proven campaign strategy and hands-on execution, leveraging AI and analytics to help clients navigate shareholder engagement, corporate transactions and critical voting events with confidence.

Since 1942

advising issuers, funds and their counsel through the votes that matter

#1

U.S. information agent in liability management, six consecutive years

2,000+

successful special meeting transactions, powered by ProxyIQ

League table: Prospect News, 2025.

Trusted by

  • Macquarie
  • MFS Investment Management
  • Eaton Vance
  • Two Harbors Investment Corp.
  • dun & bradstreet
  • Interpublic Group
  • Kenvue
  • NextEra Energy
  • Skyworks
  • Franklin Templeton
  • Fifth Third
  • American Water
  • Coursera
  • First Trust

and hundreds more across equity, fund and debt

All client logos disclosed in public filings

Paul Torre

Corporate proxy, fund proxy, debt and governance advisory under one roof, connected to Notified and ownership intelligence across Equiniti Market Engagement. No other firm covers the full engagement cycle end to end. That is what makes D.F. King the most capable partner in the marketplace.

Paul TorrePresident, D.F. King

Equiniti Market Engagement

Always-On Shareholder Engagement

Proxy season is no longer a single event. D.F. King, Notified and Ownership Intelligence work as one Market Engagement team, so the people who track your register, distribute your news and run your IR website are the same people who win your vote.

Know

Ownership Intelligence

Shareholder identification, register analysis and ongoing monitoring show who holds the stock and how positions are moving.

Tell

Notified

GlobeNewswire distribution, IR websites, earnings webcasts and media monitoring carry your story to investors all year.

Engage

D.F. King Governance Advisory

Investor outreach preparation, vulnerability analysis, disclosure review and board education, so the strategy is formed before the ballot is printed.

Win

D.F. King Campaign Strategy

Solicitation across phone, email, text, digital and direct mail, with vote tracking until the polls close.

Shareholder receiving a message on a phone

How we win

Decades of judgment applied against real-time intelligence.That’s the art & the science of
how we win.

Digital-First Outreach

We reach registered and street-name holders by phone, email, text, digital and direct mail, in the order each holder is most likely to respond.

Market-Tested Vote Intelligence

Models built on proprietary voter data flag trends and opportunities in real-time, so effort shifts to the accounts that move quorum fastest.

Perspective Forged in High-Stakes Campaigns

Contested elections, activist defenses and transformational mergers have taught our senior team where a campaign is actually won.

Insights

Research Boards and Counsel Actually Read

Our strategic advisory team publishes The Debriefing, D.F. King’s annual review of the U.S. proxy season, and shares insights throughout the year through research publications, webinars, panel discussions, and contributions to leading governance, legal and corporate board publications.

Leadership

Senior People on Every Campaign

Meet the full team

Erik Carlson
Erik Carlson CEO, Market Engagement
Paul Torre
Paul Torre President, D.F. King
Mike Madalon
Mike Madalon Managing Director, Solicitation & Investor Engagement · Co-Head of Corporate Proxy
Zally Ahmadi
Zally Ahmadi Managing Director, Strategic Advisory · Co-Head of Corporate Proxy
Kristian Klein
Kristian Klein Senior Managing Director, Debt & Liability Management
Tom Nader
Tom Nader Executive Vice President, Fund Advisory

Have a Meeting, Contest or Transaction Coming Up?
Talk to Us Before the Record Date.

Contact D.F. King