Corporate Services

Corporate Services provides corporate clients and select managers with a variety of niche services including management of restricted stock sales and settlement, administration of corporate stock option plans (including complex 10b5-1 plans) and stock purchase plans, corporate stock repurchases, and PIPE facilitation services.

We have extensive experience in working with complex share restrictions, providing timely and creative solutions for the administration of corporate repurchases. Conifer's daily reports provide a simple, organized schedule detailing when restricted shares may be sold (under which rule, and in what amount projected out for the next week month or year). Finally, our investment professionals will liaise with you and your counsel to develop and execute a strategic plan that best serves you and your investors.

View Corporate Services FAQ