Reach out to your retail shareholders
For issuers with registered shares, we can undertake a detailed analysis of the register, geared towards breaking down positions held under:
- Street name
- Private Client Broker (PCB) designations
This information will enable us to identify as many retail shareholders as possible, by name. We can then proactively contact them for you.
We can act as information agent to help you communicate with shareholders
Explaining complex issues to shareholders can be a challenge. It takes a thorough knowledge of the issues and an understanding of the types of questions shareholders will raise. Beyond that, it takes the capacity to reach and respond to shareholders, often on a large scale, including retail investor communities.
We have the resources, experience and capabilities to facilitate complex communications with your shareholders. We offer an array of integrated services to meet your needs, for even the most complex corporate restructurings, offers, spin-offs and other transactions.
Activate your retail votes
You often need a response from these investors to achieve challenging acceptance thresholds. Our strategy is based on a top-down approach to target the largest retail investors and help you understand what they will do. Our TeleVote® solution has been proven to be an effective method by which to engage retail shareholders and increase vote participation – with technology to take votes by phone.