Skip to Content

End-To-End Solutions

Planning and running your annual meeting have never been easy. Whether your focus is understanding the fast-changing regulatory environment, getting shareholders relevant information on time, managing the logistics of printing and proxy distribution to both registered and beneficial shareholders or proactively monitoring voting results in the days leading up to your meeting, rely on Donnelley Financial.

Dedicated, Expert Project Manager

An experienced project manager serves as a single point of contact to streamline and build accountability into the process, freeing your resources for other priorities.

Regulatory Expertise

Our experts are well versed in the ever-changing SEC, NYSE and FINRA rules. At every step in the process, you can feel confident that your regulatory requirements will be met.

State-of-the-Art Systems

Stay informed and in control with real-time tabulation reporting.

Comprehensive Service

Our skilled, accountable and responsive team is available 24/7/365.

Proxy Statement Creation & Design

We help you identify an appropriate style and format for your proxy statement, one that matches your company’s unique culture and proxy-related objectives.

Broker Search Capability

Donnelley Financial executes broker searches in a timely manner.

Enhanced Document Creation & Webhosting

Our customizable platform leverages corporate branding, text, images and video content to create a valuable shareholder touchpoint. Our interactive documents have enhanced functionality for easy navigation, full search capabilities and document access on all devices for download, email and print.

Production, Filing, Printing & Distribution

From SEC filing, printing the proxy and annual report, and creating and web-hosting online versions through filing the 8-K, electronic voting and hard-copy fulfillment, our turnkey Annual Meeting Services make managing shareholder communications simple and cost effective.