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​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Thanks to the JOBS Act of 2012, private companies have more opportunities to raise capital, but with greater scrutiny and oversight from regulators. As equity crowdfunding gains popularity, the capital markets have seen strong activity in Regulation D private placement offerings. New rules for Regulation A/Regulation A+ promise to generate even more action.

Rely on our expertise to manage your private securities and exempt offering recordkeeping needs, allowing you to focus on the growth of your busin​ess.​​​

Transfer agents aren't just for public companies any more.

Learn how you can benefit from partnering with a registered transfer agent.

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Congratulations, you have investors!

Let us manage the details so you can focus on growing your core business. Partner with us for traditional shareholder recordkeeping as well as distributed ledger digital securities using Blockchain technology. As your needs grow, so do the services available to you. Services include:

  • Check circle iconStock issuances
  • Check circle iconOwnership transfers
  • Check circle icon Restricted securities transfers
  • Check circle iconPre-IPO and IPO transfer agency services​
  • Check circle iconInvestor communications
  • Check circle iconPayments and distributions
  • Check circle iconProxy and meeting services
  • Check circle iconEscheatment and unclaimed property services
  • Check circle iconEmployee equity plan administration
  • Check circle iconBoard portal
  • Check circle iconDistributed ledger digital securities
  • Check circle iconTax reporting​​
  • Check circle iconDTC eligibility​

We will help you

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    Save time

    We manage your shareholder records so that you don’t have to.

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    Stay on budget

    Our flexible and cost-effective fee structure is designed with the small company in mind.

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    Keep your investor data secure

    Records are protected with strict data security protocols in a compliant environment.

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    Have peace of mind

    We have the experience and knowledge to help clients large and small with any level of investor complexity.

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    Enjoy personalized service

    Your dedicated client relationship team is focused solely on private companies. They have the expertise to provide tailored solutions to serve your needs, supported by the full resources of our organization.

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    Meet your corporate objectives

    We are uniquely positioned to partner with your company in many ways including corporate governance obligations, subscription escrow, corporate actions, initial public offering (IPO) services or equity compensation plan administration.

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Related solutions

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Initial public offering (IPO)​

Our specialized teams in the US and around the globe have a strong track record guiding IPOs, SPAC programs and direct listings, from the routine to the most complex events.

Initial public offering (IPO)​
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Equity plans

Engage, motivate and align employees to your corporate goals.

Equity plans
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Corporate actions​

We have decades of experience managing every type of corporate event and a full range of corporate actions services, including our web portal.

Corporate actions​
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Let’s talk

We're here to discuss how our services for private securities, Regulation D, Regulation A and Regulation A+ offerings can help you.​​