A complimentary annual meeting and proxy statement review can help you determine if your company’s processes are as cost-effective and efficient as possible. At Toppan Merrill, we offer a comprehensive review of your process to help you identify strategies to improve overall shareholder connectivity and stay on budget.
As part of the review, we will look at your peer group to share best practices in making your proxy statement more contemporary and easier to read. Plus, our team of experts will provide suggestions on ways to help improve overall shareholder communication and responsiveness.
Project Management and Optimization of Timelines
Production and Mailing Review
Notice & Access Evaluation
Environmental Impact Statement Evaluation
A global entertainment company was able to identify savings based on how they produced and mailed shareholder materials leading to $10,800 in savings.
A technology consulting firm on the East Coast reduced costs for N&A, printing production and registered mailing services that led to a total savings exceeding $18,000.
A commercial real estate company in the Midwest reduced redundancies in registered mailing practices and eliminated unnecessary services for savings exceeding $35,000.
A well-known sporting goods retailer in the East to implement cost-effective N&A practices, reduce printing feed and eliminate redundant fees for a savings of more than $15,000.
A mass media company in Colorado updated their mailing methods to more cost-effective practices, resulting in postage savings of $175,000.
A retail giant in Ohio eliminated redundancies in services and reduced mailing costs, adding up to a savings of $34,000.
A gas station chain in the Midwest to identify workflow inefficiencies and reduce mailing, project and postage costs by $20,000.
A California-based semiconductor company eliminated redundancies in services and established best practices in production and mailing of their shareholder reports, resulting in more than $40,000 in savings.
A semiconductor company in California eliminated unnecessary services and redundant fees, leading to $10,000 in savings.
A partnership led a financial institution in Buffalo to modify report mailing practices, reducing costs in printing, material and postage by $18,000.
With more than 40 years in the financial print industry and as a recognized thought leader in annual meeting services and solutions, Mike is Toppan Merrill’s Annual Meeting & Proxy Solution Efficiency Expert, specializing in helping companies identify savings and improve shareholder connectivity.
“My role at Toppan Merrill enables me to assist publicly traded companies in eliminating redundancy in services as well as making sound choices regarding effective shareholder communication. Our primary mission is to comply, connect and communicate while reducing their AGM budgets.”