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GPS in 2015
Governance & Activism – a shifting landscape
April 2015
1
2015 landscape
 Heightened director & board scrutiny
 Remuneration reports under attack
 Absence of Animal Spirits / low business confidence
 Micro/small caps attracting biggest share of 249d’s
 Capital starvation afflicting micro/small caps
BUT…
 Shareholder confidence is holding up
 Foreign investors emboldened by AUD
 Big ticket M&A kicks off
What’s New
1
2
Influencers
2
3
 ESG
 Institutional agitation
 Director diversity and skills-set
 Remuneration
 Activists
 Class actions
 Stubborn retail investors
Issues for Boards
3
4
 Opportunistic activism
 Big ticket M&A could boost the cycle
 Industry consolidation (property/resources/ telcos)
 Uptick in inbound cross-border (IT, property, resources, agri, food,
transport)
The Outlook
4
5
GPS as Your Resource
Disciplined
team
Strategic
Advice
Activist
savvy
Execution experts
High-level institutional
database/contact
Efficient and
economic
capital-raising
program
Effective
proxy
strategies
We are happy to discuss our experience and insights
Maria Leftakis
Governance & M&A
(0411 275 275)
Michael Chandler
Governance
(0401 754 338)
Murray Williams
Activism & M&A
(0411 11 90 90)
Andrew Thain
ECM, Activism & M&A
(0411 432 221)
Contact Us

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GPS in 2015 Presentation APR

  • 1. GPS in 2015 Governance & Activism – a shifting landscape April 2015
  • 2. 1 2015 landscape  Heightened director & board scrutiny  Remuneration reports under attack  Absence of Animal Spirits / low business confidence  Micro/small caps attracting biggest share of 249d’s  Capital starvation afflicting micro/small caps BUT…  Shareholder confidence is holding up  Foreign investors emboldened by AUD  Big ticket M&A kicks off What’s New 1
  • 4. 3  ESG  Institutional agitation  Director diversity and skills-set  Remuneration  Activists  Class actions  Stubborn retail investors Issues for Boards 3
  • 5. 4  Opportunistic activism  Big ticket M&A could boost the cycle  Industry consolidation (property/resources/ telcos)  Uptick in inbound cross-border (IT, property, resources, agri, food, transport) The Outlook 4
  • 6. 5 GPS as Your Resource Disciplined team Strategic Advice Activist savvy Execution experts High-level institutional database/contact Efficient and economic capital-raising program Effective proxy strategies
  • 7. We are happy to discuss our experience and insights Maria Leftakis Governance & M&A (0411 275 275) Michael Chandler Governance (0401 754 338) Murray Williams Activism & M&A (0411 11 90 90) Andrew Thain ECM, Activism & M&A (0411 432 221) Contact Us