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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. 

Public companies

Corporate Actions_Tabbed Section_Flexible

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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Private companies

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

CONNECT WITH US

Trust In Us To Help Your Business

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

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

93 %

shareholder satisfaction

100 %

processing accuracy

95 %

client satisfaction

$300bn

payments processed across the global annually

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. 

Joe Conte

Head of Capital Markets

Joe spent 18 years at the New York Stock Exchange, with responsibility for all corporate actions, new listings and IPO market data announcements for three major equity exchange markets.

Becky Paulson

VP, Relationship Director

Becky has more than 20 years of industry expertise. She has managed a broad array of complex corporate actions ranging from Irish inversions to split-offs, tender offers and IPOs.

Cheryl Kelly

AVP, Customer Care Manager

As an integral part of the Customer Care Center's management team, Cheryl oversees the Center's quality monitoring and customer satisfaction performance. She has been leading exceptional customer care experiences for more than 30 years.

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

Have You Joined EQ Applied?

The ultimate webinar series for corporate secretaries and IROs. Delivered by industry experts, these webinars help you connect with your shareholders like never before. Live and on-demand.

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