Annual Meeting and Proxy Solutions

Improve your Process. Enhance Shareholder Connectivity.

Backed by 50+ years of expertise in annual meeting and proxy production management, our experts will review your process and materials to uncover ways to enhance your unique shareholder communication requirements.

Get Started

Hero angle image

During this most recent proxy season, companies that engaged Toppan Merrill’s consultation experts realized thousands of dollars of savings while uncovering ways to upgrade their design and messaging to communicate a more effective story.


The Toppan Merrill consultation will address:


  • Proxy Statements
  • Annual Reports
  • Environmental Impact Statements
  • Corporate Sustainability Reports
  • Environmental and Social Governance Reports
  • Interactive, Online Documents

Flexible, Adaptable Expertise

Toppan Merrill’s annual meeting and proxy solutions are built through our time-tested, consultative approach. This approach is proven to save time, money and minimize impact to workflow.

Coupled with cutting-edge design expertise, industry-leading print capabilities and multi-channel distribution, we can expand what’s possible with your annual meeting and proxy solutions.

Annual Meeting & Proxy Process

Save Money. Maximize Engagement.

The foundation of your consultation will begin as our experts gain a comprehensive understanding of your current annual meeting and proxy process. In doing so, relevant best practices and peer-group trends are identified and incorporated into a plan that’s customized to meet your needs.


As inefficiencies in your processes are exposed during this time, you will be provided with solutions that align with your corporate objectives and ensure you’re in compliance with SEC requirements.


A typical review will include:


  • Stylized & Interactive Designs
  • Content Writing and Editing
  • Vendor Review
  • Investor Outreach Initiatives
  • Peer Group Comparison
  • Timeline & Schedule Review
  • Year-to-Year Analysis
  • Production Consultation

Modernize Your Proxy

To meet the demands of shareholders, your annual meeting and proxy process needs to evolve to increase shareholder participation and effectively communicate corporate objectives and values. Our experts can help you modernize your proxy content and design with first-rate document presentation, updated designs, messaging consulting, and interactive web-based options.


  • Content written in plain English
  • More creative graphics, charts and photos
  • Effective layouts and designs
  • Enhanced color, stock and covers
  • Digital, mobile-responsive and interactive versions
  • Use of QR codes and augmented reality

Expert Input, Every Step of the Way

Once your documents are designed and edited, experts manage content and formatting with an eye towards regulations and disclosures.


Your streamlined print and electronic documentation will allow you to plan, print and distribute, all in one place. Features include:


  • Document Content Management
  • Document Formatting
  • Disclosure Management
  • File 10-K and manage the XBRL and EDGAR disclosures for U.S. GAAP



Simplify Reporting, Maintain Control

With the Bridge platform, you can simplify proxy and annual reporting, enhance proxy communication documents and achieve higher voter returns – all without sacrificing control. Bridge technology makes it easy for clients to draft, edit and perfect their own proxy statements and EDGAR filings via a SaaS platform. From document creation and traditional typesetting through print, mail, fulfilment and XBRL and EDGAR filing, you have total control of the proxy creation process from start to finish.

Request a demo

Contact Us

Ready to Enhance Shareholder Connectivity?

Americas: 800.688.4400
APAC: +852.2877.8773
EMEA: +44 20.7422.6100