Proxymity
Venture Round in 2025
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
CMi2i is a firm specializing in strategic intelligence and advisory services, focusing on mergers, acquisitions, transactions, and debt restructurings. The company offers analytical and consultancy assistance aimed at enhancing investor relations and identifying potential risks to corporate reputation. CMi2i serves equity and debt issuers, corporate boards, and advisors, helping them navigate shareholder activism, capital restructuring, and regulatory obligations. Through its comprehensive range of services, CMi2i enables clients to achieve their financial and strategic objectives effectively.
ingage IR
Acquisition in 2024
Ingage IR is a comprehensive investor relations software platform designed to facilitate effective engagement between listed companies and investors. Founded by experienced investment professionals, Ingage provides a low-cost and efficient marketplace that connects investors directly with senior management of leading publicly traded companies. The platform offers a state-of-the-art solution for arranging corporate access while adhering to regulatory compliance standards. By equipping corporate investor relations teams and institutional investors with a robust suite of tools, Ingage enables clients to enhance their investor engagement strategies and make informed strategic decisions. With a focus on transparency and efficiency, Ingage IR aims to strengthen the relationship between companies and their investors globally.
BNY Trust Company of Canada
Acquisition in 2024
BNY Trust Company of Canada provides trust and agency services including issuers, corporations, banks, and government entities.
Proxymity
Series B in 2022
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
Proxymity
Series B in 2021
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
Wells Fargo-Corporate Trust Services business
Acquisition in 2021
Wells Fargo-Corporate Trust Services business provides a wide variety of trust and agency services in connection with debt securities issued by public and private corporations, government entities, and the banking and securities industries. It is annually ranked among the top service providers in most league tables by deal count and dollars serviced.
Verbatim Global Compliance
Acquisition in 2020
Verbatim Global Compliance is a corporate governance and data management company based in Wheeling, West Virginia. Founded in 2006, the company specializes in corporate secretarial procedural requirements, ensuring adherence to local company laws and best practices in corporate governance. With expertise drawn from a global network of lawyers across more than 130 jurisdictions, Verbatim Global Compliance addresses a wide range of compliance matters. The company focuses on global subsidiary governance, catering to both Fortune 100 companies and rapidly growing privately held organizations. By providing efficient and cost-effective compliance solutions, Verbatim alleviates the burden of routine compliance activities while also supporting complex and specialized compliance needs. In 2010, it rebranded from its former name, Orrickās Corporate Services, and became a subsidiary of Computershare Limited in 2020.
Proxymity
Corporate Round in 2020
Proxymity Limited is a technology company based in London, United Kingdom, that specializes in developing a digital platform for proxy voting and investor communications. Founded in 2017, Proxymity's platform connects issuers, intermediaries, and investors in real-time, streamlining the proxy voting process and enhancing the flow of information among parties. By automating shareholder disclosure requests and responses in regulatory-compliant formats, Proxymity improves the efficiency, accuracy, and transparency of investor communications. Its digital solution facilitates the real-time exchange of meeting data, votes, and other critical information, eliminating the need for manual data entry and paper-based processes.
Corporate Creations Enterprises
Acquisition in 2020
Corporate Creations Enterprises is a provider of registered agent and compliance services, catering to a diverse clientele that includes small, medium, and large corporations across the United States. The company specializes in legal compliance, offering a range of services such as document filing, compliance management, dissolution assistance, judgment searches, and apostille and legalization services. Corporate Creations serves many prominent law firms, including those ranked in the Am Law 200 and NLJ 250, reinforcing its reputation as a trusted partner in legal matters.
Equatex
Acquisition in 2018
Equatex specializes in providing comprehensive administrative services for international employee and executive compensation plans. With over a decade of experience, the company supports the entire value chain of compensation plan management, including implementation, distribution, and expiry. Equatex offers a range of services from software as a service (SaaS) solutions to fully outsourced administration, catering to various needs of global companies. Its global share plan administration platform, complemented by a mobile application and advanced reporting capabilities, enables organizations to implement effective and engaging compensation schemes across diverse borders, languages, and currencies. Additionally, Equatex is adept at navigating the complexities of local tax and regulatory requirements, ensuring compliance in international plan management.
Solium is a leading global provider of web-based stock plan administration technology and services. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. Founded in 1999, Solium has offices in Canada and the United States.
RicePoint Administration
Acquisition in 2016
RicePoint Administration is a provider of legal settlement services focused on businesses and enterprises in Canada. The company specializes in various aspects of claims settlement, including case management, notice administration, claims processing, and escrow agent services. With a proven track record, RicePoint has successfully administered over 35 settlements of varying sizes and complexities, distributing more than $500 million in settlement funds. The firm's professional services team is recognized for its strategic guidance in matters related to case sizing, administration structure, and effective notice reach, ensuring that clients receive comprehensive support throughout the settlement process.
Altavera Mortgage Services
Acquisition in 2016
Altavera Mortgage Services, LLC is a business process and knowledge process outsourcing company dedicated to the residential mortgage industry. Established in 2013 and headquartered in Westminster, Colorado, with additional branches in Irving, Texas, and Queen Creek, Arizona, Altavera specializes in offering third-party mortgage origination and related services to residential mortgage originators. Its service offerings encompass mortgage loan fulfillment, consumer loan fulfillment, quality control, due diligence, and conduit services, making it a comprehensive provider for mortgage lenders. As of 2016, Altavera operates as a subsidiary of Computershare Limited.
Capital Markets Cooperative
Acquisition in 2016
Capital Markets Cooperative, LLC, established in 2003 and headquartered in Ponte Vedra Beach, Florida, is a mortgage capital markets company that offers a comprehensive range of secondary marketing services to banks, credit unions, and independent mortgage lenders across the United States. With a national network of over 200 Patron members, the company utilizes their collective power to negotiate better products, pricing, and liquidity solutions during mortgage processing, sale, and servicing. Capital Markets Cooperative provides essential services such as hedging, risk management, pipeline risk management, performance reporting, and loan and securities trading. Additionally, the company offers fulfillment services, including credit and fraud detection, quality control solutions, and technology support. Its JUMBO Exchange platform connects originators with buyers, enhancing correspondent operations and marketing support. Through strategic alliances, the company aims to bolster the competitiveness and profitability of its members in the mortgage banking industry.
Gilardi
Acquisition in 2015
Gilardi & Company LLC, established in 1984 and headquartered in Larkspur, California, specializes in class action notice and claim administration services. The company assists clients through various stages, including data transactions, follow-up procedures, check disbursement, address searches, initial processing, bankruptcy administration, asset management, and taxation. Its client portfolio comprises prominent entities such as Brooktree, Caldor, Davstar, Eron, and others. As of 2015, Gilardi operates as a subsidiary of Kurtzman Carson Consultants LLC.
Valiant Trust
Acquisition in 2015
Valiant Trust is a comprehensive service provider specializing in stock transfer, corporate trust, escrow, and employee plan services tailored for both public and private corporations. The company offers a range of debt trust services, which include managing various financial instruments such as debentures, convertible debentures, medium-term notes, first mortgage bonds, redeemable debentures, promissory notes, and senior debentures. Additionally, Valiant Trust delivers warranty trustee services for public and private placement transactions, ensuring efficient management and oversight of corporate obligations and responsibilities.
Homeloan Management
Acquisition in 2014
Homeloan Management Limited specializes in financial outsourcing and third-party mortgage administration services for financial institutions in the United Kingdom and Ireland. The company offers a comprehensive range of services, including mortgage services, asset trading support, commercial loan servicing, legal title management, and credit management. Additionally, it provides interest-only strategies and mortgage origination services. Homeloan Management primarily serves banks, building societies, retail outlets, and finance companies, catering to their diverse mortgage and asset management needs.
Registrar and Transfer
Acquisition in 2014
Registrar and Transfer Company specializes in stock transfer services for both private and public entities across the United States. The firm offers a comprehensive range of services, including support for corporate initial public offerings, real estate investment trusts, limited partnerships, and limited liability companies. In addition to stock transfer, the company provides various related services such as investment plans, stock and cash dividends, and proxy services. It also facilitates telephone and internet voting, manages annual meetings, and adheres to house holding guidelines. With its focus on delivering complete in-house solutions, Registrar and Transfer Company plays a crucial role in the operational framework of public entities, ensuring efficient management of shareholder communications and related processes.
Olympia Capital Corp.
Acquisition in 2013
Olympia Capital Corporation Limited, an investment holding company, manufactures and sells vinly tiles, and aluminium windows.
Zumbox is a paperless postal system that enables businesses to send transactional mail electronically to consumers' digital mailboxes. Founded in 2006 and based in Los Angeles, California, Zumbox offers a web-based delivery and archiving platform that serves as an online alternative to traditional postal services. It facilitates the secure delivery and storage of various documents, including bills, monthly statements, warranties, healthcare materials, insurance documents, and mutual fund disclosures. By connecting large transactional, financial, and government mailers with consumer households, Zumbox streamlines the process of digital postal mail delivery and archiving through the internet.
Shareworks
Funding Round in 2010
Solium is a leading global provider of web-based stock plan administration technology and services. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. Founded in 1999, Solium has offices in Canada and the United States.
Kurtzman Carson Consultants
Acquisition in 2009
Kurtzman Carson Consultants (KCC), established in 2001 and based in El Segundo, California, specializes in providing administrative support services tailored for legal professionals. The company offers a range of services including class action, corporate restructuring, mass tort, and legal document support. KCC is recognized for its commitment to client service, industry expertise, and innovative technology solutions that enhance clients' business processes and transactions. The firm has garnered national and industry recognition for its leadership, innovative business model, and growth.
Electronic Data Filing
Acquisition in 2008
Electronic Data Filing helps with the conversion of documents from various formats and provides filing services.
Busy Bees Vouchers
Acquisition in 2008
Busy Bees Childcare Vouchers Limited (BBCV), one of the leading UK based managers and administrators of childcare voucher schemes.
Datacare Software Group
Acquisition in 2007
Datacare Software Group is a supplier of entity management and subsidiary governance solutions.
Equiserve
Acquisition in 2005
EquiServe is a provider of shareholder services for corporations in the United States, catering to a diverse range of industries. The company offers a variety of services, including investment plan administration, employee plan record keeping, and stock option plan administration. Additionally, EquiServe provides stock surveillance consulting and handles merger and acquisition processing for both public corporations and closed-end fund clients. Through its comprehensive offerings, EquiServe supports organizations in managing their shareholder-related activities effectively.
Transcentive
Acquisition in 2004
Transcentive is a company that specializes in innovative software solutions designed for stock plan management and financial reporting. It provides technology and services that facilitate the management and communication of information to optionees, directors, and subsidiaries. By focusing on enhancing the efficiency and effectiveness of stock plan administration, Transcentive aims to streamline processes and improve user experience for all stakeholders involved in equity compensation programs.
Pepper GmbH
Acquisition in 2004
Pepper GmbH, also known as Pepper Global, operates as a marketing and communications agency. It offers intelligent analysis and insights, such as market, customers, staff, and sales partners research and studies; target group segmentation and modeling services, which include behavioral analysis, product-related analysis, and geographical analysis; and market process optimization services, such as sales processes, sales organization, and service processes. Pepper GmbH, formerly known as Pepper technologies AG, was founded in 1998 and is based in Munich, Germany. The company has offices in Chicago, New York, London, Melbourne, Singapore, Milan, Madrid, Paris, and Vienna. As of February 3, 2004, Pepper GmbH operates as a subsidiary of Computershare Ltd.
Georgeson
Acquisition in 2003
Georgeson Inc. is a strategic shareholder consulting firm based in New York City, established in 1935. It specializes in providing a range of services including proxy solicitation, corporate governance advisory, and information agent support. Additionally, Georgeson offers expertise in areas such as mergers and acquisitions, debt management, corporate repurchase, spin-offs, and unclaimed property services. The firm primarily serves clients in the manufacturing, business products, and services sectors, both in the United States and internationally.