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Gain clarity on your shareholder base with EQ Proxy

Monday, January 28, 2019

EQ launches proxy solicitation, shareholder intelligence, information agent services

EQ, transfer agent to many of America's leading companies and their shareholders, announces its strategic entrance into the proxy solicitation market. This supports EQ’s growing capabilities as a global organization under Equiniti Group plc (LON: EQN) and Equiniti’s successful proxy solicitation and corporate governance advisory business, Boudicca Proxy.

EQ now offers a full suite of proxy services, including proxy solicitation and consultation for annual meetings, special meetings and conversions; information agent services for corporate actions, and market and shareholder intelligence services. Clients who want a deeper or ongoing look at their shareholder base can retain their intelligence services year round or on a project basis for specific instances like ownership identification, peer analysis and debt identification.

EQ Proxy is led by Rudy Muzik, founding partner of Market Intelligence Group prior to its acquisition by Okapi Partners, and Tom Cronin, former Senior Vice President of Business Development, Laurel Hill Advisory Group.

“In a climate of volatile markets and activist investors, it’s important to understand your shareholders and how they impact your company, whether it be through trading or by voting,” said Muzik, Senior Managing Director.

“There’s no such thing as a routine meeting,” said Cronin, Senior Managing Director. “EQ’s familiarity with good governance, activism trends and the market landscape means that we can spend more time with clients creating a proactive plan to have the meeting they planned for.”

With an average of 30 years of experience in proxy solicitation and information agent services, the team specializes in friendly mergers and acquisitions, contested campaigns and conversions and demutualizations for banks, thrifts and insurance companies.

 “Doing right by our clients means providing them with services that protect and connect to their company’s goals,” said Todd May, CEO. “Our new suite of Proxy products ensure our clients are receiving the service excellence they are accustomed to and the shareholder insights they need to be successful.”

Notes to Editor:

About EQ

EQ provides a range of transfer agent services that enable clients to manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively. Formerly known as Wells Fargo Shareowner Services, EQ was purchased in 2018 by Equiniti Group plc, the U.K.'s leading provider of shareowner and associated investor services. EQ is proud to be part of an international organization that services 23 million shareholders and more than 1,200 clients worldwide.

About Equiniti

Equiniti Group plc is a specialist administrator delivering technology-enabled solutions to some of the world’s best-known brands and U.K.’s largest public-sector organizations. It is the U.K.’s leading provider of share registration, employee share plans, and associated investor services, and also has market leading positions in pension administration and software, and employee benefit schemes. Equiniti’s services, which are delivered by over 5,000 employees, benefit 28 million people in the U.K. and 120 countries around the world.

About Boudicca Proxy

A leader in the growing arena of investor communications, and based in London, Boudicca works to secure maximized proxy voting and participation in shareholder meetings and corporate transactions. Boudicca has worked on 300 annual meetings, special meetings and M&A transactions for clients in the U.K., Europe, North America and cross-border since inception - including some of the most complex proxy voting cases and corporate transactions - and delivered a high rate of success.

Media contacts:

EQ (U.S. contact)
Kristin Baker
Tel: 651 306 4425
Email: kristin.baker@equiniti.com

Temple Bar Advisory (U.K. contact)
Alex Child-Villiers / William Barker / Sam Livingstone
Tel: +44 (0) 207 002 1080
Email: equiniti@templebaradvisory.com

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