Celebrating 25 Years of Excellent Quality & Service


A Message From President Kathy Carter

On October 13, 1987, Colonial Stock Transfer began what continues to be an amazing journey since the company signed its first client to transfer agent services. As we mark the 25th anniversary of those first stock transfers, we wanted to express our appreciation and our gratitude to all of our employees, friends, and clients. Thanks to your hard work, dedication and support, you helped Colonial grow to service over 300 public and private corporations.

Over the last 25 years Colonial's professional team has been serving the stock transfer needs of issuer corporate clients and their shareholders. Some of Colonial's landmark accomplishments include the assistance and processing of several noteable mergers and acquisitions involving companies such as C.R. Bard, Investools, and Moog. Colonial has assisted hundreds of companies with PPMs, IPOs, SPOs, Spin-Offs, Reorganizations, Tender Offers, and Escrow Disbursements and continues to be a leader in assisting private and public companies grow.

Today, Colonial operates as a unique stock transfer company serving clients in corporate and commercial segments with a wide variety of products and services. Colonial is a leader in Transfer Agent & Registrar, Shareholder Meeting & Proxy Management, Stock Option Administration Software, Printing & Mailings, and SEC Reporting Services including EDGAR and XBRL filings.

Our goal was never to be the biggest transfer agent, but rather the best. Thanks to your continued dedication to excellence, you have been the very people who are making that vision a reality.

The transfer agent's role in the financial markets is essential to keep the nation’s economy growing in both tough times and in our most prosperous days. We truly value the relationship that we have built with our employees, our customers, vendors and other partners during the past 25 years.

Thank you again for your support that has allowed Colonial Stock Transfer to reach this memorable milestone. As we look at the challenges and opportunities in the future, we believe, because of the collective strength of the Colonial Family, our best days as a company are still ahead of us.

Published: October 1, 2012

Author: Kathy Carter