Ownership Intelligence Services

Ownership Intelligence

Unlock the power of your ownership with EQ’s hands-on, consultative, and data-driven Ownership Intelligence Services that helps you maximize your marketplace experience and partnerships with key investors to access critical information in today’s highly competitive, fast-paced environment.

What We Do

As the ownership experts, EQ’s Ownership Intelligence Services team provides you a data-driven tool and insights to gain 360-degree visibility into the critical information you need to succeed in today’s highly competitive business environment.

EQ gives users on-demand access to their company’s street and registered data.* For the first time ever, see the full picture of your ownership with a single click.

*Registered data integration requires transfer agent services from EQ.

Capital Markets Consulting

With EQ, gain consultative insight into your stakeholders through our expert capital market intelligence to build strong relationships and generate support for future initiatives.

Regulatory Compliance Certification

Simplify your regulatory compliance process with EQ as your trusted partner through our data-driven approach to determining shareholder identities and easy access to tax information.

Credit Markets Intelligence

Our expert knowledge, diligent reports, and strategic outreach programs ensure you a greater knowledge on potential buybacks, exchanges, and debt restructuring.

Tax Audit Studies

EQ seamlessly handles all tax requirements by expertly identifying shareholders and giving you access to detailed information about beneficial owners so you can focus on moving your business forward.

Our Difference

In partnering with EQ, you’ll have access to the ownership experts. We lead the industry in providing you with robust, data-driven investor intelligence that is customized to meet your needs. Our highly experienced team of professionals knows the industry better than anyone and are wholly dedicated to working alongside you to unlock the power of your ownership by leveraging our unique breadth of resources and access to critical information on key investors.

CONSULTATIVE APPROACH
Our team of trusted professionals works closely alongside you to determine your specific needs. We take a hands-on approach by collaborating directly with you as we analyze your investor goals to set a course of action that meets and exceeds your expectations and goals.

DEDICATED ANALYST EXPERTS
An experienced analyst is assigned to oversee day-to-day management of your account and to flawlessly execute your overall plan. Our experts are dedicated to your success, and they consistently provide you with a customized set of insights and strategic analysis to help you better understand your investors.

COMPLETE PICTURE OF YOUR INVESTORS
Knowledge is power, and EQ’s expertise is ownership knowledge. We use our vast experience and comprehensive ownership intelligence services to ensure you have full visibility into key investors so you are always in the driver’s seat.

OUR TECHNOLOGY
Ownership Intelligence uses technology to analyze our best-in-class database to gain insights and intelligence. These analytics makes our insight more relevant and more accurate. Clients benefit by gaining better insight that is actionable.

Start Your Journey

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

Connect with us

Our Experts

Brad Starkweather

Senior Vice President, Investor Relations

Brad manages the operations for Ownership Intelligence services, which include capital markets and credit markets intelligence and regulatory and tax compliance reporting.

Lou Cordone

SVP, Product, Strategic Initiatives

Lou uses his deep industry expertise to help companies leverage unique insights from EQ's data analytics to help them make strategic decisions for their business and shareholders.