EQ Views

Seamless Transition: How EQ’s Expertise and Technology-Driven Solution Helped Successfully Acquire A New Transfer Agent Client
Monday, March 24, 2025A software company switched to EQ as their transfer agent due to EQ's responsiveness, efficient DWAC Online technology, and seamless onboarding process, which resolved prior service issues and exceeded their expectations.
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Case Study: Powered By Data – On Track For Success In A High Profile Acquisition And Board Takeover
Wednesday, September 25, 2024A high-profile takeover battle, coupled with a proxy fight to remove the board by D.F. King who represented a semiconductor and infrastructure software solutions company in its unsolicited proposal to acquire an American multinational semiconductor and telecommunications equipment.
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How EQ Provided Expertise Beyond Traditional Transfer Agent Services
Friday, August 9, 2024Read about EQ's ability to provide services beyond those of a traditional transfer agent, delivering a flexible equity plan solution that allowed the client to provide a live company stock price for their equity plan participants.
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Case Study: How EQ’s Complex Corporate Actions Expertise Resulted in a Successful Exchange Offer
Tuesday, August 6, 2024Learn 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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Providing a Robust Onboarding Strategy Resulting in Migration Success in Record Time
Thursday, May 16, 2024Learn more about how we migrated the client's data onto our EquiTraxâ„¢ platform in record time without interruptions to their participants' ability to sell their non-qualified stock options.
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EQ Fund Solutions' In-Depth Analysis and Flawless Execution Leads to a Merger of Two MLPs in Record Time
Monday, March 18, 2024Find out how 2 Master Limited Partnerships (MLPs) were merged in record time from mailing, to meeting, to merger completion.
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