Asset Recovery

Our Asset Recovery program provides companies with an easy solution for post-merger cleanup and avoid shareholder administration cost and aggravation when shares or cash remain unclaimed after a merger or acquisition or when preparing for compliance with state escheatment laws - at no cost to the issuer.

Our comprehensive support team helps companies and shareholders with complex accounts and estate transfer requirements. Our unique approach locates and helps shareholders understand what assets they are due while providing the issuer with an excellent shareholder servicing opportunity. Our program can:

  • help up to 80% of the unexchanged shareholders exchange or sell their shares, thereby reducing shareholder service costs
  • identify and minimize risk regarding escheatment or abandoned property legislation
  • provide an opportunity for shareholders to claim their assets that is passive and voluntary, and informs shareholders of all available options in straightforward, plain language

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