A CHECKLIST OF SERVICES

• AFFINITY GROUP STOCK OWNERSHIP PROGRAMS: We have helped more than 100 companies to benchmark, evaluate, design, launch or re-market programs - like ESOPS, DRPs and DSPPs…including the first-ever Internet-Only program - in order to optimize both their mix of individual investors and the significant amounts of money companies typically spend on them.

• COMPLETE ANNUAL MEETING SUPPORT: Planning, staffing and other assistance with logistical arrangements, re-bidding and vendor evaluation. We have helped over 100 companies with shareholder meetings  that were expected to be closely-contested or “difficult” and we have helped companies solicit and evaluate bids for everything from financial printing to proxy solicitation to audio-visual and broadcasting services.

• INDEPENDENT INSPECTORS OF ELECTION: Using a nationwide team of highly experienced, hands-on professionals. 

• EXPERT CONSULTANT/EXPERT WITNESS: Specializing in cases involving  securities transfers, exchanges and tender offers, “lost” and restricted securities, record keeping and proxy voting matters. (Call or email us for a summary of cases, depositions and/or where we or our associates have testified at trial)

• MARKET RESEARCH: We have conducted customer and shareholder satisfaction surveys for some of America’s leading companies. We have also conducted in-depth market research for a number of service-providers seeking to launch new products, enter new markets, make acquisitions or better understand customer needs.

• “OPTIMIZATION PROGRAMS”: In-depth review of shareholder service plans and programs for compliance, cost-reduction, service quality and insourcing or outsourcing opportunities.

A very impressive list of references is available upon request.

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