Proxy and Annual Meetings

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Extraordinary Results With Proxy Experts

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. 

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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:

  • Meeting planning
  • Proxy distribution, tabulation and reporting
  • Voting and tabulation
  • Fulfillment
  • Analytics
  • Inspector of Election
  • Print and mail services


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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.

  • Share ownership profiles and trading analyses
  • Vote projections
  • Proxy/consent solicitations
  • Information agent
  • Inbound and outbound call center services
  • Corporate governance and executive compensation consulting

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Best With Clients And Best With Shareholders

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

94 %

overall client satisfaction*

*industry average of 87%


Why EQ

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. 

Marty Knapp

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. 

Wilma Yuan

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. 

Michael Madalon

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. 

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What Makes An Effective Information Agent

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2021 Annual Meeting Season Forecast

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.


Diversity: In The Boardroom And Out

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.


The Case For The Dematerialization Of Physical Securities

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.