Proxy for Public Companies

Step by step instructions
to reimagine your proxy

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the financial proxy process and deliver a more effective shareholder communication.

Get the Guide for US or Canadian Proxies

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Yield superior results with value-driven, intelligently-designed shareholder materials

Proxy Strategy

Disclosure Management, EDGAR Filing & Expertise

Design & Editing Services

Annual Meeting Services

Production & Distribution

Proxy Strategy, Design & Advisory Services

Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting.

Disclosure Management, EDGAR Filing & Expertise

Streamline financial reporting with our purpose-built proxy statement software, new ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.

Design & Editing Services

Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services.

Annual Meeting Services

DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:

Broker search capabilities
Real-time online vote results
Final tabulation
Inspector-of-election services
Virtual, in-person or hybrid shareholder meetings
SEC (Form 8-K) filing tabulation results

Production & Distribution

Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy format and handled by our experienced staff and globally distributed.

Did you know your proxy could help you do this?

Identify, understand and avoid risks
Create communication strategies
Put the spotlight on corporate strengths
Make data-driven decisions about content
Create custom designs for compelling storytelling
Tap into industry trends and best practices

Elevating your shareholder communications design

Our design experts can help you amplify your company story and define what sets your company apart.

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Proxy

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Annual Report

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Sustainability Report

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Investor Communications

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IR Website Services

Get in touch with us to talk affordable proxy solutions

or

call +1 800 823 5304

Super-charge your proxy process with our award-winning tools

A fast, affordable SEC filing platform

The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.

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Accelerate your deal process with our award-winning virtual data room

Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.

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Get ahead of regulatory momentum

New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.

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Accelerate the review process with AI by your side

Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.

Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.

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Celebrating 2022 IR Magazine award winning client partnerships

One in three North American filers are DFIN proxy clients

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Demands on ESG reporting are intensifying

Capital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.

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