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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. 

Annual Meetings

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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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Proxy Solicitation

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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

30+

years of proxy experience

95 %

overall client satisfaction

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. 

Chris Ward

SVP, Business Development

Chris has been at EQ for more than 10 years. Most recently he played an integral role in expanding our virtual annual meeting capabilities, allowing our clients to continue annual meetings through the global pandemic.

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. 

Andrea Severson

Relationship Director

Andrea has been with EQ for 20 years. Most recently her experience includes helping our clients navigate through annual meetings during the COVID pandemic.

Latest Insights in Proxy Services

Governance

Best Practices For A Successful Virtual Annual Meeting

Know the right steps to help you achieve your objectives during one of the most important parts of your year.

NEWS RELEASE

What Makes An Effective Information Agent

EQ Expert Joe Conte explains the role of an effective information agent and how their work supports public companies.

ANNUAL MEETING

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.

Proxy

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.

NEWS RELEASE

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.