Shareholder Services
Value-creating growth
Value-creating growth is the strategic challenge, and to succeed, companies must be good at developing new, potentially disruptive businesses.
Our team of experts can help you with:
- Cap Table Management
- Stock Option Management
- 409a Valuations & Compliance
- ASC 718 (Stock-based compensation) expensing
- Board Consents
- Business Insurance
- Contract Review
- Corporate Structuring
- Electronic Securities
- Form 3921 & 83b management
- Product Insurance
- Rule 701 management
- Scenario Modeling
- Secondary Market Transactions
- Stock Re-pricing
Key contacts

Bonnie Mott
Director, Stock AdministrationInterested in getting to know us?
We’re looking for new stories to tell. Should it be yours?