Corporate Transaction Services

Transfer Agent Services

We’re your partner for transfer agent services for private transactions – delivering expedited processing, superior service and full transparency, every time.

Epiq Transfer Agent Services

  • No medallion guarantee

  • High-touch customer service

  • Online processing

  • Tech-enabled

  • Back office support

We’re not your typical transfer agent. Our services are specially designed to meet the very exacting requirements for a private equity or debt issuance.

We expertly maintain records, monitor and safeguard requirements for shareholder agreements and signature verifications, process transfer requests, update records, and interface with the issuers and counsel. And we live online – and our automated processes and confirmations mean better servicing, greater transparency, and faster results.