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Seamless Transition Case Study 800X600
casestudy Transfer Agent

Seamless Transition: How EQ’s Expertise and Technology-Driven Solution Helped Successfully Acquire A New Transfer Agent Client

Monday, March 24, 2025

A 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 Article Thumbnail
casestudy Corporate Proxy

Case Study: Powered By Data – On Track For Success In A High Profile Acquisition And Board Takeover

Wednesday, September 25, 2024

A 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 At Every Step Beyond Traditional TA 800X600
casestudy Transfer Agent

How EQ Provided Expertise Beyond Traditional Transfer Agent Services

Friday, August 9, 2024

Read 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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108096EQUS Corporate Actions Case Study 800X600
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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EPS Case Study Hero1
casestudy Equity Plan Solutions

Providing a Robust Onboarding Strategy Resulting in Migration Success in Record Time

Thursday, May 16, 2024

Learn 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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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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