Private Companies

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What We Do

Since 1929, we’ve connected businesses with markets and helped organizations thrive. Whether your aim is to better understand your ownership breakdown with a cap table management solution or bring your company public via a reverse merger, EQ has the team and tools to get you there. 

Initial Public Offering

Dedicated support through your IPO process and quality shareholder management long after

Receivables Finance Technology

Reduce risk and grow your commercial finance portfolio with powerful technology and expertise

Private M&A

Simplify the deal for executives and shareholders with a secure online portal

Tax Operations

Navigate through IRS compliance with operational support and expertise

Private M&A Client Testimonial

"EQ tested the data before our transactions took place to ensure the information provided was accurate and valid. That whole process helped us prepare for the day of the transaction…and staying out ahead of everything.”
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The Best For Your Business

Meeting your organizational goal is our shared objective. Benefit from the peace of mind gained when you have a tenured team and tried and tested processes to rely on. 

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.  

Caitlyn Van Valin

VP, New Business Development

Prior to joining EQ, Caitlyn oversaw IPOs, M&As, client relations for Corporate Stock Transfer.

Becky Paulson

VP, Relationship Management 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.   

Get In Touch

Talk to our team today to find out more about EQ’s full range of services to help your business thrive.

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