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MF Case Study Kayne Anderson Summary 800X600
casestudy Mutual Funds

EQ Fund Solutions' In-Depth Analysis and Flawless Execution Leads to a Merger of Two MLPs in Record Time

Monday, March 18, 2024

Find out how 2 Master Limited Partnerships (MLPs) were merged in record time from mailing, to meeting, to merger completion.

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MF Case Study Tekla Aberdeen 800X600
casestudy Mutual Funds

Providing a Robust Rescue Proxy Solicitation Strategy Resulting in Proxy Campaign Success

Friday, March 15, 2024

Read about EQ’s ability to quickly assess the situation and develop a strategy that would rescue a solicitation effort by another solicitation firm and get the required votes delivered 10 days earlier than anticipated.

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MF Case Study Aberdeen Macquarie 800X600
casestudy Mutual Funds

How EQ Fund Solutions' Activist Advisory & Analytics Services Helped to Secure Votes for Five CEF Reorganization Transactions

Tuesday, March 12, 2024

Learn more about how EQ worked with the selling company’s management team to conduct multiple shareholder identification and vote projection analysis reports, to ensure the transaction would not be jeopardized any activists' actions.

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EQ Insights Podcast Web Image 800X600
Mutual Funds

EQ Insights Podcast Series: Episode #1, Closed-End Fund Activism

Thursday, February 22, 2024

Closed end fund activism has been on the rise. What is the main motivation for activist investors and how can their activism be properly addressed? Listen to episode one of the EQ Insights Podcast Series!

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EPS Article W9 Certification 800X600
article Equity Plan Solutions

Upcoming Changes to W-9 Certification

Monday, February 12, 2024

Learn more about key IRS updates to Form W-9, including new requirements for flow-through entities.

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Best Practices VAM 800X600
article Transfer Agent

Best Practices for Virtual Annual Meetings

Monday, February 12, 2024

After hosting hundreds of virtual annual meetings, we’ve identified what sets companies up for the most success.

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