IR Services

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Broadridge

  • Corporate access
  • Stock transfer agents/ Registrars

John Dunn

Tel: 1-800-353-0103

Broadridge provides shareholder communications, proxy processing and transfer & registrar solutions including complete annual meeting services.  Proxy services include our industry leading Notice and Access solution, and innovations such as, Virtual Shareholder Meeting & Shareholder Forum.

Joele Frank, Wilkinson Brimmer Katcher

  • IR & financial PR agencies

Joele Frank

Tel: 212-355-4449

Joele Frank, Wilkinson Brimmer Katcher provides effective and disciplined communications counsel and support to help our clients advance their business and strategic objectives.  Our clients include both large, global public corporations and smaller, private enterprises in a wide range of industries.  Our professionals have been recognized by our peers, journalists and the financial community for their quality work, strategic acumen and creative approach to challenging issues.  JF,WBK consistently ranks among the top PR firms in announced M&A transactions as well as restructurings.

PondelWilkinson Inc.

  • IR & financial PR agencies

Roger Pondel

Tel: 310-279-5980

As one of the nation’s highly acclaimed advisory firms, PondelWilkinson has deep roots on Wall Street.  The firm provides a full complement of investor relations and strategic public relations services for publicly traded, pre-public and privately owned companies and their executives in a wide range of industries.  Our senior counselors also are praised for their strategic management of communications during crises, mergers and acquisitions, litigation, proxy fights, and more.  Let us put our experience to work for you.

Precision IR

  • IR & financial PR agencies
  • Conferencing & webcasting
  • Web hosting/ management
  • Web design
  • Conferencing & webcasting

Email

Tel: 1-888-301-2498

For over 20 years, PrecisionIR has helped companies build interest amongst retail and institutional investors through its unique network of over 100 prominent media partners and one million investors. Over 2,500 public and private companies worldwide trust PrecisionIR to provide best-in-class investor outreach solutions. With services such as the Annual Reports Service and PrecisionQT, PrecisionIR equips your company with the necessary tools to maximize visibility, target new investors, effectively communicate your investment story, gain powerful investor insights and overall enhance all aspects of your IR outreach program.  Whatever your need, PrecisionIR specializes in providing powerful, turn-key and cost-efficient IR solutions.

SNL IR Solutions

  • Newswires
  • Financial media publications
  • Web hosting/ management
  • Web design

Michael O'Connell

Tel: +1.866.296.3743

SNL IR Solutions specializes in building and managing investor relations websites for companies in various industries across the market cap spectrum, from multibillion-dollar financial institutions and REITs to small community banks - and everywhere in between. SNL offers an all-in-one IR solution that's second to none, with features such as an advanced IR console for website management, custom site design with free redesigns, a mobile-friendly platform for on-the-go investors, exceptional client support and a full suite of conference call and webcast services.

CHF Investor Relations

  • IR & financial PR agencies

Julia Clark

Tel: 416-868-1079x.236

Under the same management for 18 years, CHF Investor Relations is Canada’s oldest IR practice (est. 1958). Client-focused initiatives tailored to specific needs and goals, commitment to value-added services that keep IR budgets in check and an unmatched understanding of the marketplace have consistently kept CHF among Canada’s top IR firms. Its foundation is entrenched in values for integrity, teamwork, prudence and ethical conduct which has fostered a reputation second-to-none in the investment community at large. Enduring as an Investor Relations leader drives CHF to innovate and adopt new strategies while adhering to IR’s fundamentals for reliable communications and relationship-building.

LS Global Advisory Group, Inc.

  • Proxy solicitation
  • Corporate governance
  • Stock surveillance & analysis
  • Shareholder ID/ share register analysis

Lucas Scheer

Tel: 1-212-430-3782

LS Global Advisory Group is a leading provider of institutional shareholder identification and analysis, as well as sector trend analysis, in equity markets around the world. The firm also offers stock surveillance, debt-holder identification, hedge fund intelligence and activist monitoring and consulting.

LS Global delivers a new standard of capital markets intelligence and value-added consulting to CFOs, IROS and IR agencies around the world, with special attention given to providing personalized service.

Boudicca Proxy Consultants

  • Proxy solicitation
  • Corporate governance
  • Shareholder ID/ share register analysis

Sheryl Cuisia, Tony Quinn

Tel: +44 (0) 207 099 2075

Boudicca is a specialist, progressive, independent proxy solicitation and shareholder communications consultancy.

We provide robust, proven, innovative solutions for communicating and engaging with shareholders in AGM/EGM, M&A and corporate action situations, with a view on maximising participation and support. We exceed traditional proxy solicitation offerings with our year-round Execution, Consulting and Training Services, that benefit issuers, advisory firms, asset managers, private client brokers and shareholders as a whole.

Our differentiated offering uses the latest technology platforms to deliver an enhanced, faster and more responsive service for our clients. Our formidable team, consisting of highly experienced industry experts with a collective track record of over 50 years and 1,500 shareholder meetings, M&A and corporate action transactions worked on, are able to handle the most complex of transactions.  We build on the solid foundations and legacy of proxy solicitation to bring the industry into the 21st Century.

Ipreo

  • Research and perception studies
  • Contact management software/ database
  • Shareholder ID/ share register analysis
  • Stock surveillance & analysis
  • Targeting

Chris Taylor
EVP & Managing Director, Global Investor Relations

Tel: (201) 499-3510

1359 Broadway, 2nd Floor
New York, NY 10018

Ipreo is the global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo's BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo is a KKR portfolio company with more than 600 employees supporting clients in every major financial center around the world.

The Works Design Communications

  • IR & financial PR agencies
  • Research and perception studies
  • Web hosting/ management
  • Web design
  • Annual report design
  • Sustainability report design

Lorie Brière
Principal

Tel: 416.599.9991 x 221

The Works Design Communications is an award-winning integrated communications company specializing in investor relations (IR) and sustainability (CSR) communications. We provide a comprehensive range of in-house services including strategic counsel, writing, design, print production and online development. We have produced IR and CSR communications for many of North America’s most respected organizations. The Works prides itself on delivering “common-sense creative”, – breakthrough solutions that reach the intended audience while always meeting our clients’ objectives.

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