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Two industry leaders have become the partners of choice across all stages of the corporate lifecycle
We are the U.S. Shareholder Services division of the global Equiniti business and are an industry leading provider of ownership data management, analytics and advisory services to public and private companies as well as mutual funds.
Every day, we help our clients meet the evolving needs of their customers, employees and other stakeholders by leveraging key ownership intelligence data and our deep industry expertise. We help streamline operations, increase efficiencies and remove operational obstacles so that our clients can focus on moving their companies forward–in communications, in strategic planning and in growth.
Shareholders
Clients
Employees
of the S&P 5002
We are trusted advisors for critical events across all stages of a client’s corporate lifecycle. When partnering with us, you can expect to be met with the highest level of overall client and shareholder service satisfaction no matter which stage of the corporate lifecycle. We offer the advisory and operations expertise to address all of your needs, from flawless transfer agent and proxy services to IPO and ownership advisory services.
in IPOs by market share*1
Mutual Fund Proxy4
Information Agent (D.F. King)2
Most likely for clients to recommend and renew3
Overall client satisfaction and value3
Together, we offer an expanded portfolio of innovative products and platforms that provide you and your shareholders with the industry’s best tools and resources.
We embed principles of responsible business through our focus on collaborative partnerships, responsibility and sustainability. We believe that we must not only be fair but also equitable to our people and our partners so that they have the tools they need to succeed. And we believe that an inclusive culture, where people of all backgrounds and identities are brought together, is fundamental to our workplace.
Talk to our team to find out more about our full range of services to help your business thrive.
Connect With Us1 S-1 filings with the SEC; * Excluding SPACs | 2 Audit Analytics, December 2021 | 3 Group 5 Investor Communication and Engagement Benchmarking Study, 2021 | 4 SEC EDGAR filings
