List your IPO successfully

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Taking your company public is exciting.

But it can also be challenging if you're not working with the right people. As transfer agent for your initial public offering (IPO), we guide you through the IPO ​process and handle the details so you can focus on your business growth.

 

Conta​ct us

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Are you prepared to begin your IPO?

Find out

 Our IPO experts will be with you every step of the way
  • Dedicated team
    Your IPO service team and relationship manager will be there to guide you through the IPO process and the vital activities that take place after you’ve gone public.
  • Project management tools
    Our IPO Handbook provides you and your counsel a project plan, timeline, task checklist and templates for required documentation.
  • Reliable expertise
    Our team has seen it all. Leverage our expertise to answer your questions, understand the process and receive guidance on pre- and post-IPO activities.

 The right transfer agent for your IPO

Our knowledgeable team will make sure you have all the bases covered.

  • Establish book entry shares vs. paper certificates
  • Set up exchange agent services
  • Complete closing documentation such as treasurer certification, certificate of incumbency and corporate resolution
  • Convert any pre-IPO shareholder records​
  • Manage exchange of pre-IPO shares as required
  • Process selling shareholder transactions
  • Issue shares and close IPO
  • Manage restricted share positions, including maintaining and removal of lock-ups and sale of shares​

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 These companies chose us to help with their IPO
  • IPO shares: 3 million
    Total value: $135 million
  • IPO shares: 14 million
    Total value: $201 million
  • IPO shares: 80 million
    Total value: $2 billion
  • IPO shares: 1.1 million
    Total value: $122 million

Our proven experience

300 + IPOs
4 billion shares issued
73.1 $ billion total value of all IPOs


*​January 2013 - December 2017

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​​​​​​​​Contact us

Considering going public? Then you will need a transfer agent. Contact us to learn more about how we can help you prepare for a successful IPO.​​