Corporate Trust Services | EQ

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What We Do

As your trusted advisor, our tenured team facilitates compliance through a simplified approach that minimizes risk and utilizes tools that ensure proper capital is available for complex transactions and to advance your growth strategies for continued profitability.

Debt Trusteeship Services

We understand the details of your deal and the responsibilities you have as an issuer. As your indenture trustee, we leverage our experience to expertly manage all duties and compliance requirements to ensure the smooth performance of your debt agreement.

Escrow Agent Services

As your highly experienced, neutral partner, we maximize returns and increase efficiency through our collaborative and personalized approach to escrow service that help you achieve your goals and drive your company forward.

Our Difference

At EQ, we help you navigate complex transactions through our comprehensive suite of Corporate Trust Services. Our team of experts take a methodical, collaborative approach to deliver high-touch service and strategic guidance tailored to your investment. Throughout the entire process of your transaction, we take the time to carefully review all documents to determine the best course of action and ensure a seamless, efficient experience.


STREAMLINED EXECUTION
We provide access to tools that ensure proper capital is available when needed, and that you’re able to facilitate compliance and minimize risk. Through streamlined transactions, reporting, and meticulous record-keeping services, we increase your efficiency and drive positive outcomes.

TEAM-BASED
We work directly alongside you every step of the way. Our methodical, team-based approach ensures that we provide specialized strategic guidance and operational excellence through the whole process– from onboarding to planning and through executing a successful transaction.

SEAMLESS MIGRATION
In the case of a migration from another service provider, we ensure a seamless experience with a detailed conversion guide and timeline document for the term of the migration process.

PERSONALIZING THE EXPERIENCE

You can rely on our personalized and strategic guidance–before, during and after your transaction to ensure a seamless and personalized experience. Because we understand the need to tailor a solution to fit the precise terms of investment, we design a customized strategy that yields successful outcomes to drive your company forward.

 

LEADERSHIP AND EXPERTISE

For more than 40 years, EQ has distinguished itself as a leading provider of corporate trust services by offering innovative, customer-driven options. Our dedicated Corporate Trust Relationship Team relentlessly services each of our clients by leveraging our innovative technology and ownership expertise to provide a seamless experience.

 

METICULOUS

We offer complete analysis of the appointed documents to determine legal, technical, and administrative processes. Our dedicated professionals meticulously review all documents to uncover insights and inform a strategic approach to meet your corporate trust needs.

 

Start Your Journey

Connect with our team to learn more about EQ’s corporate trust offerings and full range of services.

CONNECT WITH US

Who We Work With

Our specialized expertise helps companies – large and small – reach success.

  • Rotech Healthcare Rotech Healthcare Inc. logo
  • Chesapeake Energy Chesapeake Energy bw
  • Richardson Electronics Richardson Electronics BW
  • Exelon Exelon logo
  • The Azek Company Azek Company logo
  • Zoominfo Zoominfo.Lockup.Horizontal BW

Our Experts

Isaac Freilich

Senior Vice President

Isaac leverages his 30 years of operations expertise to support clients through all aspects of Corporate Actions, while overseeing EQ’s Onboarding and IPO Groups.

Michael Legregin

Senior Vice President, Corporate Actions, IPO & New Business Onboarding

Mike and his team assist with many of the most complex, specialized corporate transactions through top-level service for our clients.

Margot Jordan

Head of Transfer Agent Operations

With over 20 years of experience in relationship management, product development, call centers, operations and finance, Margot leads Transfer Agency Operations at EQ.

Ready to Get Started?

Connect with our team to learn about EQ’s corporate trust offerings and full range of services.

CONNECT WITH US