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> Advisory Services

Our knowledge and experience
Your advantage

Our knowledge of the marketplace and experience
conducting RFPs is your biggest advantage

We bring transparency and fairness to the RFP process
with terms and conditions favorable to long-term success


Support for the RFP Process

For over 30 years many of the largest corporate issuers in the world have relied on Group Five to guide them through the RFP process. We have assisted over 84 companies with RFPs, many of them more than once. Through our RFP facilitation work, we bring the industry data together with strategic consultation to ensure that exceptional outcomes are reached.

Experienced counsel and objective data are both essential for making the right decisions when procuring services and selecting business partners. Here are a few areas where Group Five can help:

  • Best practices for evaluation, selection, and contracting

  • Best-in-class contractual performance standards for transfer agent and equity plan administration services

  • Best-in-class contract terms and conditions

  • Custom micro-studies to obtain perspectives from other stakeholders

  • Service provider comparison matrices

  • Industry updates containing in-depth analysis of providers

Confidence in Your Process and Decisions

Group Five has over 30 years of experience helping corporate clients, procurement, and sourcing teams with evaluating transfer agent and equity plan administration service providers. You can count on us to facilitate your RFP process and provide you with solutions that meet and exceed your requirements.

All consulting work done by Group Five comes with a 100% satisfaction guarantee. If you are not happy with our work all fees will be refunded.