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Transfer Agent

How A Transfer Agent Can Enhance Issuer & Shareholder Satisfaction

Thursday, August 22, 2024

A transfer agent that delivers efficient and seamless shareholder operations support plays a crucial role in the maximization of shareholder value. When relationship management and shareholder services support teams have a high-touch, collaborative approach, this can enhance issuer and shareholder satisfaction.

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Debriefing 2024 Coming Soon Landing Page
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2024 Debriefing – Proxy Season Review and Fall Engagement Guide

Monday, August 19, 2024

D.F. King’s 2024 Debriefing — Proxy Season Review and Fall Engagement Guide provides stats, charts, and commentary on key topics, including:

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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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Corporate Proxy

Seasons of Proxy Solicitation: Proactively manage the outcome of your annual meeting throughout the year

Thursday, August 8, 2024

For public companies, managing and planning an annual meeting is a yearlong pursuit. Starting early and understanding shareholder sentiment are essential to the success of your meeting.

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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

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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