​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​With thousands of annual meetings under our belt, we can help you plan and manage a successful shareholder meeting, including:
  • ​​​Stak​​eholder communications
  • SEC document filing and hosting​
  • ​Shareholder voting, tabulation and reporting​

 Our comprehensive meeting solutions offer:

Start planning your shareh​​older meeting today.​​

Contact Us​​​


 Here are some of the ways that we help companies like yours with their annual meetings:

​We’ll host a kickoff session to review and plan the meeting. Then we’ll take the lead in preparing and developing the necessary materials.

​We'll ensure that you comply with SEC rules with a thorough search process and dissemination of proxy material to all banks and brokers.

​Our advanced sorting capabilities keep your costs under control and ensure that your proxy materials are sent by the required record date.

Our experts will help you plan a proxy notice and delivery strategy that complies with SEC requirements and lowers your printing and mailing costs. We also offer convenient online access to shareholder materials.

We keep it streamlined by providing 10K and DEF-14A proxy statement production and distribution.

Our taxonomy experts can submit your 10K, proxy statement and quarterly filings in HTML and XBRL to the SEC.

We offer shareholders a mobile-friendly website to view all annual meeting documents, connect to the voting platform or view video statements from your company.

We can reduce your print and mail costs by giving shareholders the option to access information online.

Generate the reports you need, when you need them. Our online tool gives you real-time access to information including vote results.

Georgeson is the leader in proxy solicitation and helps companies identify, locate and communicate to important shareholders to secure the votes they require. We manage complex solicitations including friendly and hostile acquisitions, proxy fights and takeover defenses 

​Promote greater engagement with your shareholders by allowing them to attend your meeting virtually. Shareholders will have the ability to view your meeting live and cast their votes online. Watch Video​

​We host thousands of annua​l meetings e​​ach year 

  A few upcoming meetings​:

  • Redwood Capital Bancorp
    Web hosting
    Telephone/online voting
    Printing and mailing
    Broker search
  • Xerox
    Notice and access
    Web hosting
    Telephone/online voting
    Broker search
  • CH2M Hill
    Telephone/online voting
    Web hosting
  • Crown Media
    Telephone/online voting
    Proxy mailing
    Proxy vote tabulation
    Broker search

Meeting ​​​​management simplified

​​Our meeting management tools reduce the time and costs of planning and man​aging your annual shareholder meetings. Our solutions include:

​Looking for meeting services and voting tools beyond shareholder meetings?

Our experience, services and technology can also support your non-shareholder meetings, from stakeholder in-person meetings to virtual staff meetings to industry organization and association meetings.

Whether you're running an in-person or virtual meeting, our hosting services, electronic distribution, online voting and ability to collect consent for future meetings save you time and money.


Contact us to learn how we can make your next meeting better.


We help boards make strategic business decisions faster

Take advantage of our easy-to-use board portal, BoardWorks, to help facilitate your next meeting.
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