Shareholder Services Product Brief Series Merger & Acquisition Processing Services Why a partner with specialized expertise is a key element in determining the success of your M&A event Are Your Merger and Acquisition Events Supported by a Partner Who Understands Your Long-Term Strategic Objectives? We realize an M&A transaction reflects your long-term strategic goals. You need a partner who understands that each event must be expertly managed and flawlessly executed with a disciplined focus on the tactical intricacies of the event. BNY Mellon Shareowner Services (Shareowner Services) is that partner. What makes Shareowner Services different? We assume the role of your partner in action – applying a client-centric focus and tactical expertise to each element of service throughout your entire event. Companies just like yours choose us because we bring specialized industry expertise and high quality service that increases cost-efficiencies. Beyond that, clients find peace of mind knowing that they’re partnering with a global financial services organization whose corporate culture is infused with disciplined compliance and risk management practices. • Mergers, Acquisitions and Divestitures • Capital Raising • Equity Restructuring • Changing Ownership Profiles • Small Shareowner Programs • Debt, Class-Action Settlements and Bankruptcy Distributions The Groundwork Our people are one of the most important assets in our service offering. We provide clients with a highly disciplined team of professionals who will not only support your M&A event, but will also serve as your partner in action. We’ll work closely with you and your key advisors — first planning and strategizing — then executing and implementing. This dynamic combination creates a balanced team poised to execute and manage the most complex event with: • PMI-certified project managers who deliver expert advice and insights; • comprehensive event management that fully considers both the tactical and strategic elements of M&A events; and • a communications team that will execute and manage outreach and priority campaigns by contacting your critical stakeholders through a variety of mediums.