Mergers & Acquisitions

Equity Methods Acquired by HGGC

6288 Equity Methods NT

M&A Engagement Overview

Industry Group: Business Services
Areas of Focus: Professional Services, Office of the CHRO, Office of the CFO, Specialty Consulting and Advisory, Compliance Services


Harris Williams advised Equity Methods, a portfolio company of Montage Partners, on their sale to HGGC. Equity Methods is a leading provider of stock-based compensation design, modeling, valuation, financial reporting, and human capital advisory services. 

This transaction highlights strong, continued investor appetite for businesses that combine deep technical and subject matter expertise, workflow and process automation, and world-class technology and talent to help clients solve complex, compliance-driven challenges in an environment of ever-changing regulatory and stakeholder demands.

Through their complementary portfolio of services, Equity Methods provides deep technical and domain expertise to solve the integrated challenges but unique objectives of the Offices of the CFO and CHRO. 

Equity Methods’ ability to fuse technical and domain expertise, rigorous analytical capabilities, a culture of excellence, and repeatable proprietary algorithms to help clients navigate complex, high-cost-of-failure stock-based compensation processes is highly differentiated in the market. The company serves many of the world’s largest public and private companies, ranging from Silicon Valley startups to Fortune 100 multinationals, including more than 20% of the companies in the S&P 500.

The company’s partnership with HGGC will enable management to execute existing growth plans while unlocking the ability to further expand growth into new service adjacencies and pursue new client relationships.

Contact the Harris Williams Business Services Group to learn more about this client engagement.

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