Corporate Actions and Private M&A

Serving both public and private companies –
your corporate event has our full attention

Tailored To Your Specific Corporate Action

There is no such thing as a routine corporate action. Whether you are embarking on a merger, acquisition, spin-off, bankruptcy emergence or other corporate event, our dedicated team oversees your transaction from beginning to end, structuring it to your specific needs and timeline. Our goal is a smooth event for you and your shareholders.

Corporate Actions_Tabbed Section_Public Companies

We’ll do more than facilitate your transaction; when brought in at the planning stage, our experts can ensure your event is structured to meet your specific needs.

Exchange agent: An exchange of shares of the acquired company for stock or stock and cash of the acquiring company
Information agent: Shareholder communication management and execution for the transaction process
Paying agent: Acquirer pays a cash amount to each shareholder of acquired company
Tender agent: Depository and paying agent to shareholders of an offer to purchase their shares

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Your deal is in good hands with our dedicated team’s unmatched responsiveness and flexibility.

Our online portal, EQ Elect, extends the effortless experience, where you can stay abreast of event details and status. Shareholders use the platform as a single, secure source to:

Consent to terms and conditions
Validate account details
Complete tax certification
Enter payment instructions

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Trust In Us To Help Your Business

We've been rated the most trusted transfer agent and easiest to do business with according to the Group Five 2021 Investor Communications and Engagement Services Benchmarking Study, Transfer Agent Services.

93 %

overall shareholder service satisfaction*

99 %

processing accuracy

94 %

overall client satisfaction**

$300bn

payments processed across the global annually

*industry average of 79%, **industry average of 87%

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Expert Guidance When You Need It Most

Ensure your transaction goes smoothly and shareholder engagement remains strong by choosing the right team for your high profile event. From our corporate actions team, averaging more than 15 years of experience, to our well versed Customer Care representatives responding to shareholder inquiries, your event is in safe hands across all functional teams.

Matthew Paseka

SVP, Relationship Director

Matthew has more than 20 years of industry experience. He has managed a wide variety of complex corporate actions and is responsible for a team of relationship managers.

John Horvath

Manager, Operations & Client Services

John has more than 30 years of work experience in the financial industry. In his current role, John provides leadership to all team members in our Milwaukee office.

Ginny Kimball

Corporate Actions Manager

Prior to joining EQ in 2021, Ginny had more than 30 years of experience in Retail Banking. She leads several operational teams including Corporate Actions, Dividends and Private M&A.

“The team provided consistent, outstanding service and always met our tight time deadlines.”

David Mintz, VP, Finance & Administration, Welch, Carson, Anderson & Stowe

Who We've Supported

Our culture of accuracy and reliability ensures that best practices are followed for prompt transfer of records, execution of payments and quick resolution of any issues.

$580mil

Realpage acquisition of Buildium

$74bn

Bristol-Myers Squibb acquisition of Celgene

$11bn

General Electric Company spin off to Wabtec

$70bn

CVS acquisition of Aetna

The Latest Insights in Corporate Actions

M&A

Timing is Everything: A look into the M&A Closing Process

Find out how best practices can eliminate market and trading confusion during your public company merger in this solution-driven M&A article.

News release

The Case For The Dematerialization Of Physical Securities

EQ's Katie Sevcik, EVP, Chief Operating Officer, responds to a recently published white paper by The Depository Trust & Clearly Corporation (DTCC) that discusses the importance of advancing dematerialization in today's world of technology-driven transactions.

Transfer Agent

Corporate Actions and Private M&A

Tailored To Your Specific Corporate Action

Trust In Us To Help Your Business

*industry average of 79%, **industry average of 87%