Your reputation is based on the client relationships you’ve built, and the trust you instill. When it comes to your clients’ most important events, especially going public, there’s no room for error. Clients expect excellence. That’s why you need to build the right team around you, one that’s battle-tested and ready to deliver.

And the support and guidance your clients need doesn’t end at IPO. Clients will need help implementing the necessary operating rhythm for their life as a listed company and communicating with their board, shareholders, employees, regulators and advisors. With a strong record of commitment and excellence managing IPOs of all sizes, coupled with our experience as a global financial services provider, you can be confident that each client you refer to Computershare is handled with care and managed with precision. From understanding the complex processes your clients need to go public, to providing industry-leading technology required for life as a public company, Computershare is ready to combine forces with you to help them IPO intelligently.

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Our capabilities

Leading up to your client’s IPO

We guide your clients through the process and handle the details so they can focus on the future.

  • Complex processes navigated with ease
  • Exceptional customer service with a dedicated team of IPO experts
  • Innovative self-service digital technology for your clients and their shareholders (Issuer Online and Investor Centre platforms)

Launch date + 1 year

Successful execution of the IPO transaction is just the beginning. We guide your clients through the services they need as a newly public company.

  • Ongoing transfer agency services
  • Holding a successful first annual meeting
  • Engaging employees with equity plans

Beyond your client’s IPO

Computershare has your clients covered with a range of solutions to support their ongoing registry and governance needs and requirements.

  • Annual meetings and ownership intelligence
  • Environmental, social, and governance (ESG) advisory services
  • M&A corporate event solutions
  • Global capital markets access


The Computershare Difference

Computershare is a global market leader in transfer agency, employee equity plans, proxy solicitation, stakeholder communications, and other diversified financial and governance services. Many of the world’s leading organizations use Computershare’s services to help maximize the value of relationships with their investors, employees, creditors, members and customers. Our specialized teams in Vancouver, Calgary, Toronto and Montreal have a strong track record of guiding many of Canada’s most complex IPOs and most intricate Capital Pool Company programs.


Our expert team

Each IPO we oversee is assigned a dedicated, expert IPO service team who will guide you and your clients through the process of becoming a publicly traded company. With experience supporting hundreds of IPOs, our team has the knowledge and expertise to make every client IPO a success. Each client 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 for your clients.

  • Tara Israelson
    GENERAL MANAGER, WESTERN CANADA

    LinkedIn

  • David Cavasin
    GENERAL MANAGER, PACIFIC CANADA

    LinkedIn

Get in touch to learn how Computershare can help you and your clients IPO intelligently.

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