IST is proud to partner with these leading firms to support you.
Printing Services
Innovative Graphics and IST have a long term relationship as they produce all of our proxy cards and supply IST with a number of stationary items. Innovative Graphics has been in business for over 20 years and offers complete printing services.
Contact: Matt Paterson (630) 761-9246
Filing for SEC Requirement for EDGAR and XBRL
Merrill Corporation offers comprehensive, technology-based services that support a corporation’s regulatory compliance reporting. With a focus on printing and distributing proxy statements and annual reports, our solutions facilitate collaborative work environments, accelerate the delivery of proofs and assist with the electronic delivery of compliance documents to the SEC in EDGAR and XBRL formats.
Contact: Greg Jenkins (312) 674-6513
Stock Certificate Printing
AFPI has a long history of managing complex processes leading to the successful production and distribution of highly regulated and time-sensitive print communi-cations. In the financial services industry, these include stock certificates, 10K filings and annual meeting materials. AFPI’s online storefront systems enable marketers to manage their print inventories, customize and re-purpose digital assets, and personalize the content and distribution of their print and online communications, while maintaining brand and regulatory compliance. To learn more about AFPI, please visit us at www.afpi.com.
Contact: Mark Ewell (612) 378-0711
Internet Marketing
e-Media Resources is a keenly focused Internet Marketing company that brings strategy, creativity and technology together to provide interactive media solutions that help our clients grow their business and build brand equity. Our core services include Website design & development, e-commerce, SEO, e-mail marketing, hosting and Web application development. Contact us today for a no-obligation conversation. www.e-mediaresources.com
Contact: Kent Orfan (608) 825-8822 x13
Proxy Solicitation
Morrow & Co., LLC, founded in 1972, is a full service proxy solicitation firm providing services to over 650 clients. Services include proxy solicitation, corporate governance advisory, stock surveillance, and M&A. Please contact us on any current proxy related issues, such as Say on Pay, ISS, and compensation proposals
Contact: Kevin Kelly (312) 236-8600
Broker Services
Boenning Scattergood, established in 1914, provides trading and market making support for over 300 community banks. These banks range from NASDAQ listed stocks trading heavy volume each day to small private banks, trading a few times per year.
Contact: Tom Dooley (614) 408-1222
Broker Services
Raymond James is a full service brokerage firm in Chicago, IL. Its equity capital markets department specializes in sales, trading, research and investment banking services for community banks and thrifts. Through its private client services department, the firm provides investment advice and products to both individual and institutional customers.
Contact: Todd Raclaw (312) 655-2975
Legal Counsel
Kilpatrick Townsend & Stockton LLP is a full-service law firm that provides advice to public and private corporations at all stages of the growth cycle. We are an established leader in the financial institutions industry, having counseled hundreds of financial institutions on a wide variety of transactional, regulatory, and compliance matters. We have leveraged our experience in corporate and securities matters, mergers and acquisitions, executive compensation and employee benefits, and financial institution regulatory matters to build a national reputation for delivering innovative solutions to our financial institution clients. We also represent financial services companies in the areas of investment banking, insurance, consumer finance, and mortgage banking.
Contact: Ed Olifer (202) 508-5258
Financial Services/Correspondent Banking Services
Great Lakes Bankers Bank offers our customers much more than a traditional correspondent bank. For us, "CoreResponsive Banking" is the concept that serves as the foundation of our business. It begins with a face-to-face meeting where we take the time to learn and understand specific core business needs of our clients. We then combine this knowledge with years of experience to respond with solutions and a level of customer service that only a bank dedicated to other banks can offer.
Contact: Thomas Tenwalde (614) 962-6502
Escheatment Services
Unclaimed Property Recovery and Reporting, LLC (UPRR) is proud to provide escheatment services for IST Shareholder Services. UPRR's proprietary escheat compliance system meets or exceeds the reporting requirements of the 54 unclaimed property jurisdictions in the United States and its territories. Unclaimed property laws and regulations change constantly, increasing risk for corporations. With UPRR's Pre-Escheat Location (PEL®) and Maximum Owner Return (MOR®) programs, the company offers corporations a turn-key solution to improve customer relations by reuniting owners with their property on a continuing basis, as well as after corporate actions. UPRR provides customized solutions to minimize liability and risk for organizations by locating investors, motivating them to action and reconnecting them with their assets. In turn, the process reduces the corporation's exposure to liability, interest and penalties. To learn more about what UPRR can do for your company go to: www.uprrinc.com
Contact: Jerry O'Leary (212) 971-3333 x13
