Handling Reverse Mergers & Shell Company Disclosures
Proxy statements that drive shareholder engagement
Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more.
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
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 public proxy statement software, 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. Our proxy statement design process is data-driven, resulting in documents that are aesthetically pleasing as well as informative.
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 reporting 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
Elevate your shareholder communications design
Elevate your shareholder communications design
Our proxy statement 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
Celebrating 2023-2024 award winning client partnerships
Continue building your perfect tech stack
Financial Reporting
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
ESG
Reporting
Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
Virtual Data Room
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
More findings, right this way
Video Podcast
Proxy Statements, Boards’ Cybersecurity and AI Oversight, and Navigating Anti-ESG Rhetoric
| Ron Schneider
Article
Preparing for Proxy Season 2025 Report featuring DFIN Commentary
| Ron Schneider
Blog
Infusing Pay-versus-Performance (PVP) Disclosure Requirement into Your Next Proxy
| Ron Schneider
Resources
Universal Proxy Rules in Contested Director Elections: A Guide for Shareholders
Case Study
How We're Helping a Global Manufacturer Support its Sustainability Initiatives
Case Study
How We Helped a Medical Technology Company Collaborate on Proxy Statements
Audio Podcast
Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025
| Ron Schneider
