Odd Lot program by Laurel Hill Advisory Group

Small Shareholder (Odd Lot) Program

Build shareowner value and reduce costs
Many corporate issuers are faced with establishing a balance of building shareholder value and reducing shareholder servicing costs.

The Laurel Hill Advisory Group, LLC offers a turn-key solution that enables corporate issuers to reconnect with existing shareholders, reduce shareholder servicing costs while building shareholder value. Laurel Hill provides a solution to shareholders that own less than 100 shares and are seeking a convenient and cost effective way to sell their holdings. Many of these shareholders are passive investors who have received their holdings through spin-offs, mergers, acquisitions or reverse stock splits. Regardless of how these shareholders became investors, our Odd Lot service provides a convenient option allowing the participating shareholder the ability to sell their holdings or round-up to 100 shares. Corporate issuers find that a majority of their corporate share and servicing costs result from the Odd Lot shareholders that hold a minority of the outstanding shares.

A few key items offered by our Odd Lot service are:
     • Transparency of fees
    • Hand holding of shareholder through the entire process
    • Cost effective solution to shareholder and issuer clients
    • Cost savings associated with servicing your Odd Lot population

Laurel Hill can design an Odd Lot program specific to your needs inclusive of identifying Odd Lot shareholder threshold, election offering (sell only, charitable donation, etc.) and marketing opportunity. Many of our programs can be launched cost-free to our issuer client.