Solicitation & Shareholder Engagement – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Thu, 02 Oct 2025 15:40:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://e4h8grreyn6.exactdn.com/wp-content/uploads/2023/01/cropped-favicon.png?lossy=1&resize=32%2C32&ssl=1 Solicitation & Shareholder Engagement – Alliance Advisors https://allianceadvisors.com 32 32 Lou Vega https://allianceadvisors.com/staff-member/lou-vega/ Mon, 25 Jul 2022 09:07:36 +0000 https://aadvisors.vog.in.rs/?page_id=26446

Lou brings a unique perspective to business development and has the ability to identify the Alliance service that best suits corporations’ needs. During his time at Alliance, Lou has built a stellar reputation based on his integrity and expertise in the industry.

Prior to joining Alliance Advisors, Lou spent several years working in Business Development in various industry sectors. Lou received his B.A. in Political Science with a minor in Criminal Justice from Montclair State University.

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Jason Vinick https://allianceadvisors.com/staff-member/jason-vinick/ Sun, 24 Jul 2022 10:29:42 +0000 https://aadvisors.vog.in.rs/?page_id=26302

Jason Vinick is a Senior Vice President in the Proxy Soliciation Group at Alliance Advisors. Jason has worked in the proxy soliciation and corporate governance industry since 1999. He focuses on M&A transactions, tender offers, proxy contests and corporate governance related consulting. Jason also has extensive experience in all Limited Partnership/BDC transactions having handled over 500 tender offers, numerous bank mergers, LP consent solicitations, rights offerings, LP Roll-ups, and class action litigation. Jason received his B.S. in Finance from Stockton College of NJ.

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Richard Babineau https://allianceadvisors.com/staff-member/richard-babineau/ Tue, 01 Oct 2024 16:20:25 +0000 https://allianceadvisors.com/?post_type=staff&p=50452 With over 30 years of experience in the financial services industry, Rich is a seasoned leader and innovator in shareholder communications and proxy event management. Most recently, Rich was the Director of Asset Management Solutions at Mediant, a BetaNXT business, where he worked with asset managers to deliver the best investor communications solutions to the financial services industry, leveraging his extensive knowledge of the proxy and regulatory communications lifecycle.

Rich has a proven track record of designing and executing successful solicitation strategies for corporate issuers, mutual funds, REITs, and insurance companies, supporting their long-term corporate governance goals and enhancing their shareholder engagement.

He has also held leadership roles in client services, operations, and product management for leading proxy and legal service providers, including Georgeson LLC and Broadridge Financial Solutions. Rich is an active member of several industry associations and a graduate of the prestigious Securities Industry Institute, sponsored by SIFMA and The Wharton School at the University of Pennsylvania. He also holds a certificate from the Corporate Governance Bootcamp Program at New York University’s School of Law.

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Tyler Herka https://allianceadvisors.com/staff-member/tyler-herka/ Sun, 24 Jul 2022 13:54:26 +0000 https://aadvisors.vog.in.rs/?page_id=26262

Tyler Herka is a Senior Vice President in the Corporate Governance Group where he works with corporate issuers to achieve successful results on complex shareholder matters.

Tyler focuses on providing timely, data-driven, and insightful advice on complicated governance and compensation-related issues. Ranging from micro-to-mega-cap clients, Tyler is well versed in proxy solicitation strategies regardless of the shareholder base – whether that be individual retail investors or institutional investors – to provide issuers with effective guidance and a plan to achieve a successful vote outcome. In addition to being a member of the corporate governance practice and full-time proxy solicitor, Tyler manages all in-house databases and program development. Tyler graduated from Montclair State University with Finance and Management of Information Systems and Technology degrees.

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Victor Jendras https://allianceadvisors.com/staff-member/victor-jendras/ Fri, 26 Sep 2025 18:58:21 +0000 https://allianceadvisors.com/?post_type=staff&p=59669 Victor Jendras brings more than 25 years of experience within the capital markets space, serving in various Sales, Business Development, Management and Advisory roles. Victor has served in the corporate issuer space for over 20 years as a trusted advisor and sales consultant to the Corporate Governance and Investor Relations community, focusing on the client relationship and needs. Prior to joining Alliance Advisors, Victor most recently spent 3 years with Sodali & Co. and 9 years at Q4 Inc. where he earned a reputation as a valued subject matter expert for helping publicly traded companies succeed in the capital markets. Victor is active in capital markets intelligence, corporate governance advisory, ESG advisory and shareholder services. Victor’s professional experience includes tenure with Zacks Investment Research, Northern Trust, MZ Group, NASDAQ, Q4 Inc. and Sodali & Co. Victor holds a BA in International Business from Bradley University and is a member of NIRI and Society for Corporate Governance, as well as Board Member for NIRI Chicago and Care for Cops Corporation.

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Jacob Park https://allianceadvisors.com/staff-member/jacob-park/ Fri, 19 Sep 2025 12:59:37 +0000 https://allianceadvisors.com/?post_type=staff&p=61297

Jacob Park is a corporate finance and capital markets professional with more than 15 years of experience advising companies and investors across Asia.

For the past eight years, he has led SS&C Intralinks Korea, where he supported more than 200 M&A and strategic transactions and built extensive relationships with Korea’s top corporate dealmakers.

His work has spanned Conglomerates, Bio-Pharmaceuticals, Semiconductors, and SMEs, positioning him as a trusted advisor in many of the country’s most high-profile deals and investments. Prior to SS&C Intralinks, Jacob held senior roles at UBS, where he gained expertise in business development, financial market analysis (forex and derivatives), and strategic planning. His career reflects a strong record in enterprise sales, market analysis and trading, with a focus on aligning clients’ strategic goals to market opportunities.

Jacob earned his MBA from the Korea Advanced Institute of Science and Technology (KAIST). He also holds a BS in Management of Financial Institution from De La Salle University.

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Donna M. Corso https://allianceadvisors.com/staff-member/donna-m-corso/ Wed, 17 Sep 2025 14:12:27 +0000 https://allianceadvisors.com/?post_type=staff&p=60594

Donna M. Corso is a seasoned Senior Managing Director with more than 35+ years of experience in the financial services industry, specializing in proxy solicitation and corporate governance. Throughout her career, she has advised Fortune 100 companies, mid-cap, and small-cap corporations on annual and special shareholder meetings, proxy contests, mergers and acquisitions, restructurings, and governance matters.

In her previous roles, Donna built and sustained a diverse client portfolio, guiding senior executives through complex transactions, including multimillion and multibillion-dollar mergers such as AT&T/SBC, Aviall/Boeing, Lucent/Alcatel, and most recently, Marel/John Bean, Heska/Mars and Magellan/ONEOK. She also pioneered SPAC advisory services from the inception of the SPAC market, overseeing more than 850 business combination and extension meetings.

Donna is a member of the Society for Corporate Governance and has presented on proxy and governance topics across the industry.

Earlier in her career, Donna rose from Assistant to Vice President, leading major proxy solicitations and corporate reorganizations, including the landmark restructuring of The Columbia Gas System, Inc. She has also served as an Independent Inspector of Elections, presented widely on proxy and governance issues, and held memberships with the Society of Corporate Secretaries and Governance Professionals and the Corporate Transfer Association.

Known for her strategic insight, negotiation skills, and deep client relationships, Donna has built a reputation as a trusted advisor who delivers results with professionalism and integrity.

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Brian Hwang https://allianceadvisors.com/staff-member/brian-hwang/ Tue, 01 Apr 2025 15:07:08 +0000 https://allianceadvisors.com/?post_type=staff&p=56651 Brian is SVP of Business Development and Global Partnerships at Alliance Advisors. Brian is a seasoned business development and partnerships executive with extensive expertise in capital markets, fintech, and financial services. With a career spanning over two decades, Brian has held senior roles at leading financial technology and services firms, including IDR Group, Visible Alpha (acquired by S&P Global), SS&C Intralinks, and RR Donnelley Financial. Throughout his career, he has successfully originated and closed multi-million-dollar deals, spearheaded global partnerships, and structured complex commercial agreements. His deep knowledge of SaaS, data licensing, ECM, and M&A transactions has made him a trusted advisor to institutional clients and industry leaders. Previously, Brian played a pivotal role in corporate development and partnerships at SS&C Intralinks, where he managed global partner relationships and drove strategic M&A initiatives. Brian began his career as a corporate paralegal at Wachtell, Lipton, Rosen & Katz, where he worked on high-profile M&A transactions exceeding $400 billion.

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Fernando Rodriguez https://allianceadvisors.com/staff-member/fernando-rodriguez/ Thu, 13 Feb 2025 19:31:21 +0000 https://allianceadvisors.com/?post_type=staff&p=55316

Fernando Rodriguez is a Proxy Group Administrator at Alliance Advisors. Fernando supports senior proxy executives, focusing on N-PX research, advisory influence analysis, and updating daily vote reporting. Fernando began his career at Merrill a Bank of America Company in 2022 as a licensed investment advisor.

He was responsible for guiding clients through the complexities of inheriting wealth. Fernando also provided clients recommendations for different asset classes. Fernando graduated with a B.A in Economics from Ithaca College in 2022. During his time in college, he was inducted into the Omicron Delta Epsilon, an international honors society that recognizes students for their outstanding achievements in economics.

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Sandro Barbato https://allianceadvisors.com/staff-member/sandro-barbato/ Wed, 22 Mar 2023 16:29:27 +0000 https://allianceadvisors.com/?post_type=staff&p=31149

Sandro Barbato joined Alliance Advisors in early 2023 having previously worked for IHS Markit (now part of S&P Global) for over two years and prior to that Morrow Sodali for over 5 years. Having worked on nearly 100 transactions globally, Sandro, who is fluent in German, Italian and English, is experienced in assisting and advising clients on Corporate Governance & ESG, Proxy Solicitation, Roadshows, M&As Transactions and Activism.

Sandro holds a German degree in business law (Diplom-Wirtschaftsjurist), is a member of the UK IR Society (MIRSoc), the Italian IR Society AIR, and of the AIAF (Italian Society of Financial Analysts) which is the Italian member within the EFFAS (European Federation of Financial Analysts).

He is certified as a Financial Modelling & Valuation Analyst (FMVA) and ESG Specialist, both by the Corporate Finance Institute (CFI). In addition, he is a certified ESG Analyst (CESGA) by the EFFAS Societies and certified in Investor Relations (ICIR) by the UK IR Society.

 

Recent articles by Sandro Barbato

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