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Equiniti Acquires Corporate Stock Transfer To Expand In US

Monday, 4 November 2019
  • US based Corporate Stock Transfer is a transfer agent (share registrar) to companies with a market cap between $50-$300m
  • Expands Equiniti’s addressable market and range of services in the US
  • Complementary services and technology create potential for significant synergies
  • Further internationalises the Group, which will now serve its first Chinese clients from its new Denver office

Equiniti Group plc (“Equiniti” or “the Group”), an international technology-led services and payments specialist, announces that it has completed the acquisition of Corporate Stock Transfer, Inc. (“CST”). CST will become part of Equiniti’s US division, EQ.

CST is a US transfer agent based in Denver, Colorado. It was founded in 1985 and acts primarily for domestic and international public, micro-cap ($50 and $300m market cap) companies. 

CST offers a wide range of services, including record keeping, escrow services, annual meeting services and paying agent services and maintains records for over 700 clients. Through the transaction, CST’s existing clients will benefit from access to the broad range of products EQ offers, such as employee stock plans and Equity Compensation Services.

The acquisition presents substantial benefits for EQ including significant projected cost synergies. The micro and small-cap client space is a new growth area for the business and the opportunity to serve the fast-growing Chinese market creates significant opportunities. 

Guy Wakeley, Chief Executive of Equiniti, commented: “The acquisition of CST is an exciting step in our journey to consolidate our investment into equity based services in North America and do more in the markets we serve.”

Todd May, CEO of EQ, Equiniti’s US division, added: “CST’s focus on serving their clients so they can achieve their goals aligns with our approach to service.  Our new Shareowner Online and EQ Insight portals will power the growth of this important segment of the industry.

The addition of Corporate Stock Transfer brings opportunities to leverage our technology and operating model as well as adding a new strategic site in Denver to our growing US footprint.”

Carylyn Bell, President and founder of Corporate Stock Transfer, Inc, said: “We’re delighted to be joining EQ, which shares our value of service excellence. Together we will be able to offer our clients an even broader range of services powered by industry-leading technology. 

The combination of our businesses presents a compelling proposition for our existing clients and exciting growth prospects for the team. I look forward to working with our new colleagues to capitalise on this opportunity.” 

 

ENDS

 

For more information

Temple Bar Advisory

Alex Child-Villiers / William Barker / Sam Livingstone
Tel: +44 (0)20 7002 1080
Email: equiniti@templebaradvisory.com

Notes to Editors:

About Equiniti

Equiniti Group plc, an international technology-led services and payments specialist, provides non-discretionary payment and administration services to some of the world’s best-known brands and UK’s largest public-sector organisations.

It is the UK’s leading provider of share registration, employee share plans, and associated investor services, and also has market-leading positions in pension administration and software, and employee benefit schemes.

Equiniti’s services, which are delivered by over 5,000 employees, benefit 36 million people in the UK, US and 120 other countries around the world.

About EQ

EQ provides shareholder services to many of America’s leading companies, helping them with record keeping, dividend payments, plan administration, communications and corporate actions.

About CST

Founded in 1985, Corporate Stock Transfer (CST) serves domestic and international public companies, providing complete stock transfer services, paying agent services and escrow agent services with unparalleled customer service.

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