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
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.
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.