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Understanding Capital Pool Companies and emerging trends
Computershare’s CPC transaction and ongoing services — a one stop shop solution
When you engage Computershare to manage your CPC transaction, we get straight to work, outlining responsibilities, tasks and goals for all involved stakeholders, helping ensure everything runs smoothly and efficiently. Completing this transaction is just the beginning stage of life as a public company. Computershare provides many of the services public companies need from day one, and ongoing services for continued growth and success. Our full-service delivery model includes:
CPC/IPO Launch
Pre-IPO Activities
- Computershare IPO onboarding portal
- Dedicated client care team
- Transfer agent and escrow agent selection
- Coordination of appointment closing documentation
- Issuance of common and escrow shares
Business Combination / Qualifying Transaction
Skilled, Dedicated Support
- Executive management
- Dedicated relationship manager
- Subject matter experts to assist with:
- Onboarding
- Shareholder inquiries/transactions
- Treasury
- Reporting
- Audit
- Escrow
Growth & Management – Newly Listed Issuer
- Ongoing transfer agency services
- Corporate governance support
- Equity plan administration
- Entity compliance services
- Board management tools
- Unclaimed property management
- Warrant agent services
- Ongoing annual meeting services
Why choose Computershare for your CPC qualifying transaction?
Strong local presence
With offices in each major region of Canada, you’ll have direct access to resources in your area. We have more than 700 employees throughout our offices in Vancouver, Toronto, Montreal and Calgary dedicated to grow with you as an organization. With Computershare as your partner, the support you need is always just a phone call or visit away.
Strong global presence
Along with the benefit of working with a partner that can provide regional support, is working with a partner with a global footprint. Computershare’s worldwide network of offices and operations provides us with unique insights from around the world and knowledge capital in nearly every major financial market. We have over 14,000 employees in 21 countries, and 5 continents where we integrate best practices and innovative developments to strengthen our competitive advantage for our clients. The advantage of our global footprint includes the economies of scale to maintain robust compliance, audit, risk, anti-fraud, disaster recovery and business continuity planning programs – offering peace of mind to our clients and their stakeholders.
Industry leading technology
Computershare continuously looks for ways to improve process and experience. Our IPO onboarding portal is a tool built with collaboration in mind, bringing new issuers and their advisors together to collaborate in a secure environment. IPO documents and data can be shared securely; stakeholders can collaborate on tasks simultaneously; deadlines, reminders and alerts can be set; and progress can be tracked, to ensure goals are met.
Computershare’s proprietary recordkeeping systems and other software used for ongoing administration are supported by our technology division of 1,000+ people worldwide. You will have real-time access to all your registry data in Computershare’s Issuer Online platform, and your investors will enjoy the simple, intuitive navigation and industry leading functionality of our Investor Centre site to manage their investor portfolio online. You’ll also be able to offer your shareholders an ecosystem of modern communication channels such as online chat, traditional web, Interactive Voice Response system and live customer service channels.
Opportunities as you grow your business
Our services scale to meet the changing needs of companies over time. We provide all core registry related services such as transfer agency recordkeeping and annual meeting services – and services companies need as they grow – M&A corporate event processing, entity management, corporate governance services, equity plan administration. With one partner that can handle it all, there’s no need to juggle multiple vendor relationships.
Dedicated care team
Each CPC transaction is assigned a relationship manager (RM) as point person who is supported by a care team, working hard behind the scenes on your transaction. Your RM and care team are skilled at addressing the unique needs of emerging issuers and will continue to support your account once your transaction is complete and moves into day-to-day operations. This continuity provides you with access to professionals that know your company’s culture and business and are focused on your ongoing success from the start.
Our expert team
Each IPO we oversee is assigned a dedicated, expert IPO service team. With experience supporting hundreds of IPOs, our team has the knowledge and expertise to make every IPO a success. Each of our clients is also assigned a relationship manager at the start of the IPO, to build client knowledge and history, and provide further support along the way. Relationship managers are assigned in part based on geographic location, providing an optimum level of ongoing local support.
Mike Tuff
VP Law Firm, Business Development
Mike joined Computershare in June of 2022 and he brings more than 20 years of enterprise sales and business development expertise within the Canadian capital markets. He is currently the Vice President Law Firm Business Development, Canada. As a proud life long Calgarian supporting the community is important to Mike and his family, and through the various endeavors they regularly support Mike is honored to be on the board of directors for the Heart and Stroke Foundation of Canada, and the board of directors for the Luna Child and Youth Advocacy Centre in Calgary. LinkedIn
Eamon O'Leary
General Manager, Registry Services – Select Issuers
Eamon has been with Computershare for over 20 years. He is currently the General Manager for Registry Services, overseeing the day-to-day client management of public and private issuers in the Central Canada region. Prior to this role, Eamon was responsible for managing the Canadian Front Office team of the Corporate Actions business. For much of the past 15 years, Eamon has been managing and advising issuers on North American mergers/acquisitions, plan of arrangements, issuer buybacks, hostile offers, rights/subscriptions offers, and other corporate actions events. Eamon also has a great deal of experience managing and coordinating cross-border events, including inbound/outbound transactions out of Australia, Europe, South Africa, Hong Kong, and the United States. He has in-depth knowledge of how to navigate the global network of registrars, brokers, custodians, and central depositories, and the operational flow of cash and securities between them. With his strategic guidance and deep understanding of the industry’s dynamics, he continues to drive the success of both the organization and its clients.
Tara Israelson
General Manager, Registry Services – Enterprise Issuers
Tara is a seasoned general manager with a wealth of experience in leading client management teams. With a strong background in banking, payments, and technology, she brings a unique blend of industry knowledge and strategic insight to drive exceptional results. Throughout her career, Tara has consistently demonstrated exemplary leadership skills, inspiring and motivating teams to achieve and exceed targets. She possesses a keen ability to identify and nurture talent, fostering a collaborative and high-performing work environment. Her leadership style emphasizes open communication, mentorship, and empowerment, resulting in increased team productivity and employee satisfaction. Tara has held similar roles in in large banking and financial services organizations, where she has made significant contributions to her respective organizations' growth and success. Her track record includes successfully managing large client portfolios, implementing innovative strategies, and delivering exceptional sales results. Client service lies at the heart of Tara’s skill set. She prioritizes building and maintaining strong relationships with key clients, ensuring their needs are understood and met with the highest level of professionalism and dedication. LinkedIn
David Cavasin
General Manager, Registry Services – Emerging Issuers
David is the General Manager, Registry Services and has been instrumental in developing solutions for the emerging issuer services client segment. David has been with Computershare for over 17 years and has spent his entire tenure in client facing roles. Prior to his time with Computershare, David worked in the securities industry as a financial advisor. David’s current role focuses on issuers in the developmental to late stages of their business growth cycle across both public and private sectors. David has a wealth of experience assisting startup companies from small cap to large cap across various industries. He has worked on over a hundred initial public offerings and has onboarded copious distinguished private companies. David is well-versed in both private and public company shareholder meetings and has participated (as Meeting and Mailing agent) in numerous high profile contentious and dissident meetings. LinkedIn
The advantages of Capital Pool Companies during periods of market uncertainty
Read Computershare’s interview with Canadian Lawyer
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