Your client is going public, and your law firm is ready to power through their IPO transaction with confidence. Now, more than ever, you need to build the right team around you. A team that’s battle-tested and ready to deliver – seamlessly, transparently and with certainty. A successful IPO requires aligning your clients with the right transfer agent – an essential partner for a smooth transaction – ensuring compliance with all applicable laws and regulation and providing excellent service to your clients’ current and new shareholders.

Meet our expert IPO team

  • Margo Ankele

    Margo Ankele

    Vice President, Business Development

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  • Rene Del Real

    Rene Del Real

    Vice President, Business Development

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  • Katie Shaughnessy

    Katie Shaughnessy

    Director of Strategic Pursuits

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IPO resources and insights for law firms

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