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What We Do

Transactions

Securities

We approach the public disclosure process as an integrated effort that involves working with our clients to analyze and communicate industry and company-specific information and then convey that information to investors and other stakeholders in a clear and organized manner. This frequently includes coordinating the company's profile and disclosures through press releases, investor presentation materials, conference call remarks, and securities filings. We assist our publicly traded clients and their insiders with the preparation and filing of reports with the SEC.

For some clients, we serve as a clearance checkpoint for insiders who desire to trade in company securities, and we then assist the insiders in preparing and filing their reports. We have the capability of filing almost any report with the SEC via EDGAR, and we make a significant number of filings for clients each quarter.
Representative Transactions

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