We're here to help: Shareowners Organizations

You're In Safe Hands With EQ.

Managing the day-to-day needs of your shareholders as a publicly traded company, the transfer agent team is an integral part of your IPO – and an essential partner long after. 

Prepare for the IPO

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With the support of a dedicated team, we help you prepare for life as a listed company.

  • Advisement on filing details
  • Establish registered shareholders
  • Develop plan for stock splits (if applicable) prior to IPO
  • Facilitate the selling shareholder process

Contact us

Navigate the IPO process

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A single point of contact throughout the IPO process gives you clarity and assurance on who to reach out to if a question arises.

  • Strategic solutioning for potential issues that arise
  • Issue and deliver shares at closing
  • Pay out IPO cash proceeds

Contact us

Thrive as a public company

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This same expertise can be called upon down the road when you're undertaking a corporate action or preparing for your annual meeting.

  • 24/7 shareholder support through shareowneronline.com and 300+ specialized Customer Care Center representatives
  • Ongoing compliance monitoring with SEC and state regulations

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Best With Clients And Best With Shareholders

We've been rated the most trusted transfer agent in the U.S. in Group Five's 2020 Shareholder Services Benchmark Study.

95 %

client satisfaction

20 %

of S&P 500

93 %

shareholder satisfaction

5 million

shareholders EQ is responsible for

The Best In The Business

Our dedicated team ensures that you receive the best possible service every step of the way.

Caitlyn VanValin

Head of Capital Markets

Joe Conte

Head of Capital Markets more than 20 years

Becky Paulson

Vice President, Relationship Management Director

Our Latest IPO Insights


IPO Quarterly Review

As we look back on market performance in 2020, we found that the pandemic amplified the revival of competition between the east and west, something that had already begun to affect IPO activity in 2019.

White Paper

Why Companies Need A Transfer Agent

As experts in equity, transfer agents are oftentimes considered gatekeepers to the public market. Understanding the work of a transfer agent isn't always cut and dried, especially when the future of your business and its shareholders are involved.

White Paper

What To Know Before You Conduct An IPO

Taking your company public can be an exciting and nerve-wracking time because your organization – and those vested in its success – will never be the same.


Going Public? Why Companies Are Considering SPACs Instead Of A Traditional IPO

Joe Conte, Head of Corporate Actions; Capital Markets, shares insights on why SPACs are dominating the news right now and represent an even greater portion of the IPO market


2020 IPO Review

In our 2020 roundup IPO Review, we look over the highs and lows of international listings in 2020 and our hopes for a welcomed IPO comeback this year. We also look at how existing rivalry between the East and West was amplified by the pandemic in 2020 and what this means for 2021.