Scottsdale-based Equity Methods, a firm specializing in equity compensation advisory, has confirmed its agreement to purchase Equity Plan Solutions (EPS). Equity Methods receives backing from private equity firm HGGC. The acquisition brings in EPS, a boutique consultancy from Redwood, California, which focuses specifically on equity plan administration services for various company types.

EPS serves a client base spanning publicly traded, venture-backed, and sponsor-backed entities across the United States, broadening Equity Methods’ service footprint. Equity Methods already offers valuation, financial reporting, and HR advisory related to complex securities, making this a targeted expansion into administration capabilities.

Founding principal Elizabeth Dodge and Director Albert Orozco from EPS will transition to leadership roles within Equity Methods, taking on directorships in equity management services. EPS itself was established in 2016, suggesting a relatively recent buildout of the specialized administrative function being absorbed by the larger advisory group.

This transaction solidifies Equity Methods’ position as an end-to-end provider in the complex world of equity management, integrating specialized administration expertise with existing valuation and reporting functions. The strategic move enhances their offering to sophisticated corporate clients needing comprehensive support.