Proxy for Public Companies

Reimagine your proxy. Over 500 examples of innovative proxy disclosures.

Experience a seamless proxy process through an expert-guided, consultative approach paired with modern digital proxy statement solutions—empowering you to engage shareholders with clarity and impact. From precise financial proxy statement preparation and dynamic design to comprehensive compliance management, our tailored solutions elevate your shareholder communications, helping you stay one step ahead.

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Thoughtfully-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 for optimized shareholder engagement, maximizing efficiency throughout the year leading to your annual meeting.

Disclosure Management, EDGAR Filing & Expertise

Streamline financial reporting with our purpose-built public proxy statement software, ActiveDisclosure. Pair expert service with modern technology to ensure your proxy-related filings are compliant, efficient, and positioned to drive shareholder engagement.

image of a disclosure management document

Design & Editing Services

Leverage 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 meetings 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

Custom branded shareholder documents – available in print or interactive digital formats – professionally managed and assembled by a team of experts for global distribution.

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.

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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.

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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.

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