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Case Study: How EQ’s Complex Corporate Actions Expertise Resulted in a Successful Exchange Offer
casestudy Corporate Actions

Case Study: How EQ’s Complex Corporate Actions Expertise Resulted in a Successful Exchange Offer

Tuesday, August 6, 2024

Learn more about how EQ supported this long-standing client throughout the entire complex corporate action, demonstrating our ability to provide a platform and election process that contributed to the success of the exchange offer.

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What to Consider When Choosing a Transfer Agent Services Provider
article Transfer Agent

What to Consider When Choosing a Transfer Agent Services Provider

Tuesday, July 30, 2024

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guidance as you need it. They should have a reputation for accuracy and reliability and have disciplined processes in place that protect your company from risk.

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Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs
article Equity Plan Solutions

Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs

Wednesday, July 24, 2024

Transfer agents are focused on putting the satisfaction of their issuers and their shareholders first. When you choose to use a single provider for your transfer agent and equity plan administration needs, processes are more streamlined and can result in time and cost savings. This can also result in benefits you might not have access to if you utilize different vendors.

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Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic
Transfer Agent

Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic

Monday, July 22, 2024

For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services.  We effectively handle any stock transfer agent service need including complete share registry management, compliance risk reduction, and shareholder engagement throughout the corporate lifecycle, from IPO to established companies.

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Five Things To Consider When Evaluating Your Equity Compensation Administration Spend
whitepaper Equity Plan Solutions

Five Things To Consider When Evaluating Your Equity Compensation Administration Spend

Monday, July 22, 2024

In today’s uncertain economy, companies continue to look for ways to reduce expenses and improve efficiencies. Evaluating the current cost of managing your company’s equity compensation services is one way to gain efficiency and be more effective.

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Rule 10b5-1 Amendments: What Executives Need to Know
Equity Plan Solutions

Rule 10b5-1 Amendments: What Executives Need to Know

Monday, July 8, 2024

The SEC introduced amendments to Rule 10b5-1 which are intended to enhance investor protections against insider trading. Included in this infographic is what executives need to know regarding additional requirements such as cooling-off periods, certifications of acting in good faith and restrictions on multiple, overlapping plans. 

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