PROXY LOGISTICS

Proxy Logistics,
perfectly orchestrated.

From project planning through the annual meeting, The Nuvo Group manages every moving part of your proxy process, coordinating stakeholders, vendors, regulatory requirements, and shareholder communications to ensure a seamless execution.

PROBLEMS SOLVED

When every deadline, vote, аnd detail matters.

Proxy season is one of the most complex processes a public company manages. Coordinating legal counsel, transfer agents, Broadridge, proxy solicitors, printers, internal stakeholders, and regulatory deadlines leave little room for error. The Nuvo Group serves as the central point of coordination, ensuring every step is executed accurately, efficiently, and on schedule.

We solve disconnected project management

With one experienced team coordinating every internal stakeholder

We solve missed deadlines and costly delays

With proactive timeline management and milestone tracking

We solve vendor communication challenges

By managing Broadridge, transfer agents, legal counsel, and production partners

We solve complex shareholder communication logistics

With integrated mailing, Notice & Access, and digital distribution

We solve proxy execution risk

Through experienced oversight from planning through the annual meeting

SCOPE OF SERVICE

Comprehensive Proxy Logistics Solutions.

  • Project Planning & Timeline Management
    Comprehensive project planning, milestone tracking, and coordination to keep every aspect of your proxy process moving forward.
  • Shareholder & Transfer Agent Coordination
    Management of shareholder records, record dates, transfer agents, beneficial ownership, and voting entitlements.
  • Broadridge and Notice & Access Administration
    Coordination of Notice & Access, beneficial shareholder processing, material distribution, and broker communications.
  • Printing, Mailing & Distribution
    Production and fulfillment of proxy statements, annual reports, proxy cards, notices, and shareholder communications.
  • Vote Tracking & Annual Meeting Support
    Monitoring vote returns, quorum status, proxy solicitation progress, virtual meetings, and Inspector of Elections coordination.
  • Integrated Regulatory Coordination
    Seamless coordination with SEC filings, proxy design, financial printing, mailing, and shareholder communications.

Proxy Logistics is far more than coordinating a mailing. It is the operational management of the entire proxy lifecycle. The Nuvo Group serves as your single point of accountability, coordinating legal counsel, corporate secretaries, investor relations teams, transfer agents, Broadridge, proxy solicitors, printers, and digital distribution partners to ensure every phase of the proxy process is executed accurately and efficiently.

Schedule a Consultation

Annual Meetings

Special Meetings

Contested Solicitations

The Process

THE PROCESS

A better way to manage proxy season.

Our proven process provides complete visibility, proactive communication, and experienced oversight from planning through final vote certification.
01

PLAN

Proxy Strategy & Timeline

We establish project timelines, responsibilities, milestones, and key regulatory deadlines.

02

COORDINATE

Stakeholder Alignment

We coordinate legal counsel, transfer agents, Broadridge, proxy solicitors, internal teams, and production resources.

03

PREPARE

Materials & Distribution

Proxy materials, shareholder communications, mailing files, digital assets, and voting systems are prepared for distribution.

04

EXECUTE

Production & Mailing

We oversee printing, Notice & Access, full-set mailings, digital delivery, and shareholder communications.

05

MONITOR

Voting & Reporting

Our team monitors vote returns, quorum progress, institutional participation, and proxy solicitation activity.

06

MEET

Annual Meeting Support

We coordinate virtual meeting logistics, Inspector of Elections support, vote certification, and final reporting.

07

CONTINUE

Post-Meeting Partnership

Following the meeting, we provide reporting, project review, future planning, and ongoing support for upcoming proxy seasons.

Why companies trust The Nuvo Group with Proxy Logistics.

Managing a successful proxy requires more than coordinating vendors. It requires experienced professionals who understand every operational detail and take ownership of the entire process.

One Partner. Complete Accountability.

Know your partners
A dedicated project manager coordinates every participant from beginning to end.

Capital Markets Expertise

Dedication
Deep experience supporting public companies, law firms, investment banks, and corporate governance professionals.

Integrated Proxy Services

Integrated expertise
One provider for SEC filings, financial printing, proxy design, mailing, shareholder communications, and logistics.

Responsive Service

Integrated compliance support
Direct access to experienced specialists who remain available throughout your proxy process.

FAQ

Common Proxy Logistics Questions

Proxy Logistics is the coordination and management of the entire proxy process, including planning, SEC filing coordination, shareholder communications, printing, mailing, Broadridge administration, vote tracking, and annual meeting support.

Proxy printing is one component of the overall process. Proxy Logistics manages every operational aspect of proxy season, coordinating all vendors, stakeholders, and regulatory requirements.

Yes. We work directly with Broadridge, transfer agents, proxy solicitors, legal counsel, and internal corporate teams throughout the proxy process.

Absolutely. We coordinate virtual shareholder meetings, voting platforms, meeting logistics, and post-meeting reporting.

Yes. We support Notice & Access, traditional full-set mailings, international distribution, and hybrid communication strategies.

Yes. Our Proxy Logistics services integrate seamlessly with SEC EDGAR filings, proxy design, financial printing, mailing, and shareholder communications.