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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, 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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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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How EQ Fund Solutions' Activist Advisory & Analytics Services Helped to Secure Votes for Five CEF Reorganization Transactions

Tuesday, March 12, 2024

Learn more about how EQ worked with the selling company’s management team to conduct multiple shareholder identification and vote projection analysis reports, to ensure the transaction would not be jeopardized any activists' actions.

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Mutual Funds

EQ Insights Podcast Series: Episode #1, Closed-End Fund Activism

Thursday, February 22, 2024

Closed end fund activism has been on the rise. What is the main motivation for activist investors and how can their activism be properly addressed? Listen to episode one of the EQ Insights Podcast Series!

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Understanding Ownership Data Can Help Defend Against Closed-End Fund Activism

Thursday, August 3, 2023

Activists focused on Closed-end Funds (CEF) have significantly increased their efforts and advanced their techniques. As these investors target CEFs, understanding your ownership data can help you devise appropriate outreach and defense strategies. 

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casestudy Mutual Funds

Case Study: Creating An Activist Defense Strategy

Thursday, April 27, 2023

Two of EQ Fund Solutions’ clients sought to conduct a mutually beneficial transaction in which the advisor would assume investment advisory oversight of a number of the manager’s funds.

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