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Corporate and Venture Services Group

The Corporate and Venture Services Group specializes in assisting public companies with affiliated shareholder transactions and other services. The group’s depth of experience, combined with technology, provides a platform ideally suited for most companies.

The group is comprised of three separate groups that work closely together to provide services for private shareholders of companies. Each group focuses on the specific needs of their shareholder base:

Corporate Services

  • Executive Officer Services
  • 10b5-1 Plans
  • Strategic shareholder services
  • Directed Share/Affinity
  • Corporate stock repurchase
 

Stock Plan Services

  • Customized “going public” seminars
  • Employee Stock Option Plans
  • Employee Stock Purchase Plans
  • Assist with sales of Rule 701 restricted securities
 

Venture Services

  • Stock distribution services
  • Block sales capabilities
  • Private syndication technology for Angel investors
  • Trading services for limited partners

Contact Information

 
Terry Fant
Vice President of Corporate + Venture Services
Tel:  (610)-725-1163
1-800-211-8893
Fax:  (610)-725-1167
tfant@wrhambrecht.com

 

Mailing Address

WR Hambrecht + Co
555 Lancaster Avenue, Suite 200
Berwyn, PA 19312