Serving both public and private companies –
your corporate event has our full attention
Serving both public and private companies –
your corporate event has our full attention
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.
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.
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:
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.
overall shareholder service satisfaction*
processing accuracy
overall client satisfaction**
payments processed across the global annually
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.
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.
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.
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
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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.
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