Corporate actions services

Neda Sheridan joined Computershare Trust Company of New York as the Assistant Vice President of Relationship Management in March of 2001. Neda was appointed Assistant General Manager of Computershare Trust Company of New York in 2004 and assisted in the conversion of transactions from New York to Canton, MA. Neda currently has P&L responsibility and oversees the US Corporate Actions Teams for Computershare reporting to the President of US Equity Services.

The Corporate Actions Team consists of Relationship/Account Management, Operations (processing unit), Funding, Reconciliation, Escheatment and Product and provides services for a wide range of voluntary and mandatory transactions. Neda is a current and active Board of Director on the SIFMA Corporate Actions Board and chairs the SIFMA CA – Issuer Engagement Committee. Neda is also and member of the STA and co-chairs the STA corporate actions committee.

Prior to Computershare, she worked as a Cash Manager for the Treasury department of Omnicom Group, Inc., a global advertising holding company where her responsibilities included tracking and monitoring cash positions of over 150 company subsidiaries. In addition to Cash Management at Omnicom, Neda analyzed debt-refinancing options, managed the treasury stock repurchase program, and maintained banking relationships. Prior to Omnicom, Mrs. Sheridan worked on the CMBS trading floor with the Principal Transactions Group of Credit Suisse First Boston in Manhattan where she researched innovative asset types for investment purposes and securitizations for clients ranging from financial institutions and government agencies, to public and private commercial real estate. Neda obtained her Bachelor’s Degree in Strategic Management with specialization in Marketing and Computer Information Systems from The University of North Texas.

Thomas Borbely is a seasoned corporate actions expert with extensive, broad based experience across the financial services industry. He has managed the full range of corporate action and reorganization events—across all structures, complexities, and markets—and leads a front office team handling high value M&A and reorg activity. With a background in transfer agency, recordkeeping, and process and system development, Thomas is recognized for his end to end operational insight and ability to deliver precision and results in high pressure, rapidly evolving environments.

Dr. Collin Ezemma Ekeogu serves as the Vice President and Director of Corporate Actions at Computershare Investor Services, where he leverages over twenty-five years of extensive experience in the financial services sector to drive transformational change and operational excellence. In his current role, Dr. Ekeogu is instrumental in managing and coordinating complex mergers and acquisitions events, ensuring that these critical transactions are executed seamlessly for a diverse portfolio of clients. His leadership encompasses a dedicated team of relationship managers and account administrators, who collectively oversee a Corporate Actions client base that generates approximately $900 million in annual revenue.

A 25+ year veteran of the industry, Alexa Concepcion began her career at Computershare in Corporate Actions, the global leader in transfer agency. She then transitioned into a similar role at Morgan Stanley before processing Corporate Actions at Barclays Capital, an institutional broker dealer, notably DTCC for seven years. She also worked at Kroll as the Director of Global Corporate Actions in bankruptcy. She has developed a significant amount of experience managing corporate actions within the industry over the past twenty-five years. In July 2021, Alexa returned to Computershare as Senior Manager of the Corporate Actions Web Team after 20 years. She oversees the development from inception to completion of all our web corporate actions events.

Scott Travis is a Team Lead in the Corporate Actions, Mergers & Acquisitions department. He oversees a team of Solution Architects and Solution Engineers, coordinating service strategy deliverables across multiple corporate action and merger events. Additionally, Scott supports the sales organization as a subject matter expert for web portals, providing demo support and developing sales enablement and training materials.

Scott joined Computershare in 2000 after working in the hospitality industry. His journey began at EquiServe, a Computershare acquisition, where he held a client relationship position on the dedicated IPO team. Following the decline of the IPO and dot-com era, he transitioned to a client management team, handling proxy meetings, dividends, and serving as the day-to-day contact for over 50 clients. In 2003, Scott moved to Mergers & Acquisitions as a Relationship Manager, managing over 50 events annually, including cash and stock mergers, Dutch auctions, elections, and rights offerings. He assumed the Team Lead role in 2019, supporting the broader Mergers & Acquisitions team.

Michael Duncan is a financial professional with over 30+ years of experience specializing in M&A consultative & processing services, including but not limited to the following: Special Purpose Acquisition Companies ("SPACs"), Cash & Stock Mergers, Tender & Election Offers, Reverse Morris Trusts, Unclaimed Property Recovery & Escheatment. Michael holds a BA from Villanova University.

Erik Schwendenman is a Vice President of Business Development at Computershare and has over 28 years of M&A experience. Throughout his 30+ year tenure with the firm Erik has worked in numerous roles including managing a call center team and serving as a Project Manager coordinating and overseeing multibillion-dollar mergers and acquisitions, before transitioning into a business development role. Erik has participated in various capacities in over 2,000 M&A deals. In 2009, Erik joined Computershare’s wholly owned subsidiaries, Georgeson and Georgeson Securities, currently representing all three business lines. Erik is also a Registered Representative with his Series 7 & 63 licenses.

Marty is responsible for developing shareholder services solutions for complex mergers, acquisitions and other corporate transactions. Such transactions include: tender offers, cash / stock elections, exchanges, demutualizations, rights offerings, employee stock option exchanges and bankruptcy distributions.

Marty has been in the shareholder services business for over 25 years and has managed hundreds of exchanges and tender offers. Some recent deals include the Verizon acquisition of the Verizon Wireless stake from Vodafone, the Actavis acquisition of Allergan, the H. Lundbeck A/S offer to purchase Chelsea Therapeutics and the Georgia Gulf acquisition of the PPG Industries chemical business.

Marty is a member of the National Investor Relations Institute (NIRI), the National Association of Stock Plan Professionals (NASPP) and the Shareholder Services Association (SSA). He is a graduate of the State University of New York’s Empire State College, holds a Retirement Plan Associate (RPA) designation from the Wharton School of Business and a Certified Equity Professional (CEP) designation from Santa Clara University. He also holds NASD Series 7 and Series 63 stockbroker licenses.