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Insights

Resources and updates on escheatment compliance, shareholder location, and asset recovery.

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Post-Merger Cleanup

Our platforms clear the way so your company can focus on post-merger growth and engage with shareholders about your new path forward.

Lost Shareholder Searches

Our experts provide a customized, streamlined strategy including a communications program that can help locate shareholders and reunite them with their assets.

Ownership Location Program

As your ownership location program partner, we recognize the importance of shareholder location and are committed to your success.

State Filing Deadlines: What's Changing

A look at how state escheatment filing requirements are evolving and what companies need to track this year.

Preventing Property From Becoming Abandoned

Proactive strategies for keeping shareholder accounts active and reducing your company's escheatment exposure.

What Shareholders Should Know Before Filing a Claim

A guide to the documentation and process shareholders can expect when reclaiming lost assets.

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