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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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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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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 EquiTrax™ 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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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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