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Encourage your “small” shareholders to increase or sell their holdings

Mergers, acquisitions, spin-offs or routine stock transfers can create many “small” shareholders who own fewer than 100 shares. This, often inactive, segment of your shareholder population can be a surprisingly significant and recurring expense.

Georgeson can help reduce the costs associated with servicing these accounts, by helping shareholders increase or sell their holdings. With an average response rate of 30%-40%, we have offered, advised and managed small shareholder oddlot programs for more than 30 years.

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