​​​​Has your company undergone a merger, acquisition, spin-off, or stock transfer? This can create many "small" shareholders who own fewer than 100 shares — known as 'oddlot' holders. ​Your shareholders can easily sell or increase their holdings to 100 shares using our programs, which are designed to be cost​-effective for you and your shareholders – and often can be offered at little or no cost to the issuer.​​


We take on the day-to-day respons​​ibilitie​s of managing the program so you don't have to, making the process simple for yo​​​​​​​​u:​​

  • Customized program development
  • Strategic shareholder communications
  • Full coordination with your transfer agent
  • Regular reporting on shareholder response

We have advised and managed small shareholder oddlot programs for more than 30 years.​​​​​​​​​​​​