We are with you as your company grows and changes 


We can support your needs throughout the full lifecycle of your business. Our diverse range of services eliminates the need for coordinating with multiple vendors for your business needs, making it easier for you to focus on reaching your goals. 


Take your company public.

If you decide to go public, our expert team will guide you through the pre-initial public offering (IPO) and IPO process.


Motivate employees.

If you award your employees with stock options or other equity-based compensation, we can administer those plans and offer your employees convenient access to their holdings.


Connect with investors.

When you decide to hold an annual or special investor meeting, you’ll need to communicate meeting details, provide a means to vote on company matters and run the meeting. We’ll work with you to tailor a meeting that meets your needs, including electronic presentation of meeting materials, web-based voting and independent tabulation.


Stay compliant with escheatment obligations.

We can handle your due diligence and filing requirements and help you comply with regulations for all 50 states to locate shareholders before their property is classified as lost or escheated.


Support your board.

Our board portal software enables secure, private access to board materials, allowing directors to work offline to prepare for a board meeting, advise senior management and make strategic decisions faster.

Let's talk about how we can support your needs throughout the lifecycle of your business.