​​We can support your te​​​n​​​​der or exchange offers

​Effectively communicate the offer to all holders. We work closely with you and your advisors, conduct a complete material distribution, identify larger beneficial owners, place strategic financial advertising and contact holders directly to achieve a high participation rate.​

Strategic consulting

We’ll work with you and your advisors from the planning stages through to the execution of the proposed action.

Advance review of offer documents

We review all offer documents in advance of printing and dissemination and to make them easier for the investor to understand.

Financial printing

We work directly with the financial printer to provide format suggestions and delivery instructions, and arrange printing of offer-related documents.

Bank and broker communications and mailings

We continuously survey bank and brokerage communities to obtain material requirements and ensure awareness of the offer and coordinate mailing of offer materials.

Arbitrage analysis and updates

Over the course of the transaction, we track changes in ownership and the presence and holdings of arbitrage firms and hedge funds so we can project potential participation and help you better understand patterns in trading activity.

Financial advertising

Because making sure an offer is well known is a critical part of any offer, we place advertisements in the correct publications nationally and globally and maintain strong relationships with those publications.

Inbound and outbound calls

We provide a dedicated phone number and we display it in offer documents, ads and press releases.

Depositary communications

We initiate and maintain communications with your company’s depositary and the structural change departments of bank and brokerage firms to monitor offer progress.

Progress updates

We inform you of security holder responses to the offer, gauge the expected level of participation, track shifts in the ownership of shares and provide analysis.

 We offer:

Security holder composition analysis and outreach
We can contact identified institutional investors and arbitrage firms throughout the offering period
Mailing, distribution and telephone calls
We can coordinate all aspects of document distribution and establish a dedicated toll-free telephone number for security holders and their advisors to contact us with questions

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