Capital Raising Services | Preparing For Exit | EQ

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What We Do

EQ’s team of trusted transfer agents provide the strategic advisory, personalized guidance and ownership insight you need to achieve a successful capital raising campaign. For over 40 years, thousands of companies have relied on us to oversee administrative services associated with the process.

Our Difference

At EQ, we understand the complexities involved in managing the recordkeeping and governance responsibilities of a private company, especially as they go public. That’s why our team of experienced professionals works closely with each client to build a customized strategy to ensure their unique needs are met. Backed by our innovative platforms, we’re your single provider who supports you through your full company lifecycle, delivering data-driven insights efficiently so you gain full knowledge of your ownership.

Leveraging our deep experience, we provide you with information to address all of your needs to uniquely support you through the entire shareholder experience. From high-level advisory to daily support, we address your needs and lead you through the process at every step of the way.

Our relationship management team takes the time to understand you, your business, and your unique goals. This allows us to provide personalized support as we guide you through any complexities and streamline the process so that the experience is as seamless as possible for you. We ensure you continue to grow strong as you shift from private to public and feel successful and confident in your ownership.

We offer a robust set of services for various types of private companies, from venture-backed to private equity-owned. Our innovative and next-generation technology, products and services meet the varied and complex needs of our clients, preparing them for the next phases of their company and unlocking the power of their ownership.

We know that knowledge of your ownership is key to any company’s success, especially for private companies considering the next phases in their lifecycle. Our innovative AI-enabled platform, Astrella™, analyzes and manages shareholder and employee information, including premium cap table management, so you have a clear picture of your company’s equity position. These data-driven insights are easy to access and clear to interpret, ensuring complete transparency and control of your ownership records.

Our Experts

Michael Legregin

Senior Vice President, Corporate Actions

Mike and his team assist with many of the most complex, specialized corporate transactions through top-level service for our clients.

John Baker

Executive Vice President

John brings his industry-leading expertise to guide our clients through every step of the IPO and SPAC processes.

Senior Vice President

Isaac Freilich

Isaac leverages his 30 years of operations expertise to support clients through all aspects of EQ’s Onboarding and IPO Groups.

Ready to Get Started?

Connect with our team to learn about EQ’s Exit Preparation offering and full range of services.

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