Comprehensive Transfer Agent Services for Public & Private Companies
For over three decades, Colonial Stock Transfer has been a leading U.S. transfer agent, providing expert solutions for public and private companies. With a strong focus on shareholder management, IPO guidance, and cap table services, we offer a seamless experience backed by cutting-edge online platform innovations.
Why Choose Colonial Stock Transfer?
1. Over 35 Years of Industry Expertise
Since 1987, we have helped businesses navigate complex securities transfer and shareholder management processes. Our deep industry knowledge ensures compliance with SEC regulations, streamlining company operations.
2. Innovative Online Cap Table Management
Our advanced online platform offers real-time access to cap tables, shareholder records, and equity transactions. Whether managing corporate actions, stock splits, or dividend payments, our technology simplifies every step.
3. IPO & Public Company Transfer Agent Services
Going public? We provide comprehensive IPO guidance, ensuring your company meets SEC reporting and compliance standards. Our services include:
- SEC EDGAR & XBRL filings
- Form S-1 registration support
- DTC eligibility assistance
4. Shareholder Communication & Compliance
We help companies maintain transparent and efficient shareholder relations with:
- Proxy services and annual meeting coordination
- Dividend reinvestment and stock transfer services
- Regulatory reporting and compliance assistance
Our Services
Transfer Agent & Registrar Services
As a registered SEC transfer agent, we manage shareholder records, stock transfers, and compliance for public and private companies.
IPO & SPAC Transfer Agent Solutions
From pre-IPO planning to post-offering compliance, we guide companies through the IPO process, SPAC mergers, and direct listings.
Stock Option & Warrant Administration
Manage employee stock plans, restricted stock units (RSUs), and warrant exercises effortlessly with our secure digital platform.
Corporate Actions & Shareholder Reporting
Ensure seamless execution of dividend distributions, stock splits, and corporate reorganizations with expert compliance support.
DTC Eligibility & DWAC/FAST Transfers
Simplify electronic stock transfers and improve market liquidity with our DTC eligibility and DWAC/FAST services.
Trusted by Public & Private Companies Nationwide
⭐ “Colonial Stock Transfer made our IPO process smooth and hassle-free. Their expertise in SEC compliance was invaluable.” – John D., CFO
⭐ “Their online cap table management system is incredibly user-friendly. We can track shareholder records in real time.” – Emily R., Corporate Secretary
⭐ “Exceptional customer service and compliance support. Highly recommended for any company looking for a reliable transfer agent.” – Michael S., CEO
Partner with Colonial Stock Transfer Today
Whether you need IPO support, shareholder management, or cap table solutions, Colonial Stock Transfer delivers trusted transfer agent services tailored to your company’s needs. Contact us today to learn how we can support your business growth!
