Helping companies reach their corporate goals
for more than 30 years
Achieve your goals. Proxy plays a large role in determining your company's future, so it is important you entrust it to a team with the expertise you need to get the results you expect.
Whether your annual meeting is virtual or in-person, we can help you increase shareholder engagement and achieve your business objectives.
Virtual Annual Meetings are held on a fully customizable, intuitive platform featuring your branding and company messaging. Practice runs occur ahead of the meeting to ensure your team feels comfortable on meeting day.
Our experience means we are uniquely placed to advise and assist with:
Servicing public companies domiciled in the U.S. and Europe, we support you with the stability and scale of a cross-border transfer agent and creative vision of a boutique proxy solicitation firm. As a full-service proxy solicitation provider, we achieve the results you are looking for using data-driven rigor and client-specific strategies.
We've been rated easiest to do business with according to the Group Five 2021 Investor Communications and Engagement Services Benchmarking Study, Transfer Agent Services.
years of proxy experience
overall client satisfaction*
Our team of experts provide practical guidance that enables you to avoid difficulties and capitalize on opportunities to ensure the success of your annual meeting. Our track record of success includes advising on many of the most complex and contentious U.S. and European M&A transactions and proxy contests that occurred over the past 30 years.
SVP, Relationship Director
Marty has been with EQ for over 20 years. He is responsible for managing Relationship Managers who work directly with clients and a team of Account Associates, focusing on centralized tasks for the Relationship Management group.
Relationship Manager
Wilma has been in the financial services industry for 23 years. During her time, she has executed annual meetings and has overseen proxy voting for some of our largest clients.
SVP, D.F. King
With over 14 years of experience, Mike focuses on solicitation and year-round corporate governance advisory services, with an emphasis on shareholder analysis, vote projection models, and investor outreach programs.
Companies – large and small – trust us with their business.
Know the right steps to help you achieve your objectives during one of the most important parts of your year.
EQ Expert Joe Conte explains the role of an effective information agent and how their work supports public companies.
With the impacts of COVID-19 hitting just as the season took off, “fraught” was the watchword of 2020’s annual meetings. Understanding that these were challenging times, proxy advisers and activist investors, while not mute, were more lenient than they might otherwise have been.
In 2020, the push for diversity in public companies is coming from investors of many kinds: institutional investors, including public pension funds, socially responsible investors, religious institutions, as well as civil rights groups.
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.
Helping you navigate the complex world of shareholder services, offering the right mix of expert guidance and powerful tools to manage shareholder ...
Our superior technology, global capabilities and shareholders-first approach simplifies the complexities and improves experiences for participants ...
Keeping up with tax regulation changes can be burdensome and, if not followed properly, may result in penalties from the IRS. Having an expert ...