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.
What our clients say
Susan Walsh, Regional Vice President, Neuberger Berman, LLC
We provide a call and email service for your shareholders to ask questions. Our extensively trained agents answer these questions to take pressure off your teams. To maintain high standards, we use a pre-approved script and Q&A document and monitor our agents daily. The script draws on our extensive experience and understanding of the types of questions your shareholders will ask. The answers to these questions are then pre-approved by you and your legal team.