Privately Held Companies


During the private stage, we ensure seamless administration of restricted security programs. Companies that issue private stock have recordkeeping and governance responsibilities similar to those of publicly held corporations. Accurate records become even more important should a company decide to go public, when all restricted securities will need to be replaced with publicly issued stock.

While all private companies need to maintain meticulous records, no two companies have exactly the same needs. We understand this, which is why no two Serene International Transfer solutions are exactly the same. We work closely with each customer to build the strategy that best meets its unique needs. Our solutions are supported by our proprietary technology platform, which offers a user-friendly interface and allows for a high degree of flexibility.

Plus, we offer guidance and insight with regard to industry issues and compliance mandates. As your company considers options for future growth, we stay a step ahead to highlight any potential red flags and to ensure a seamless path forward.