- "Optimization programs": review of shareholder-oriented programs for compliance, cost reduction, insourcing and outsourcing.
- Annual meeting support: planning, staffing and highly experienced independent inspectors of election.
- Market research/marketing materials
- Expert consulting/Expert witnesses: involving securities transfer; lost, stolen and restricted securities; tenders and exchanges and proxy voting matters.
- Plain-English materials: designed to optimize shareholder understanding and obtain desired responses.
- Staff support: part-time, temporary & permanent staffing guaranteed to have the skills you need.
- Vendor evaluation
- We also publish The Shareholder Service Optimizer, a bi-monthly newsletter, "Helping public companies – and their suppliers – deliver better and more cost-effective service..."
Ways clients are using these services:
- Improve service quality, lower costs, deal with "breaking" or unusual corporate events, analyze and select best practices/best partners in a fast-changing environment and take maximum advantage of technology.
Types of companies or industries currently serving:
- Publicly traded companies
- Advisors and suppliers to public companies
