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HGGC Completes Investment in Equity Methods

HGGC, a values-driven, partnership-focused middle-market private equity firm with over $8 billion of cumulative capital commitments, today announced it has completed an investment in Equity Methods, LLC, (“Equity Methods”, “EM”, or “the Company”) a specialized provider of executive compensation and stock-based compensation (SBC) reporting, valuation, and advisory services. Montage Partners, a people-first private equity firm, exited its investment through the deal. Terms of the private transaction were not disclosed.

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Equity Methods serves public and private companies with compensation programs that require dedicated expertise to design, implement, value, and report on their plans. Since the Company’s inception in 1998, Equity Methods has advised over half of the Fortune 100 companies and more than 1,000 clients total in the U.S. and abroad.

“As we look to further our position as the premier and trusted partner in equity compensation solutions, this partnership with HGGC allows us to enhance the services we deliver to our diverse clients who require clarity, control, compliance, and automation in the management and reporting of their SBC programs,” said Takis Makridis, President & CEO of Equity Methods. “After meeting the team at HGGC, we realized they are the ideal capital partner to help us strengthen and grow our business. We prioritize customer and employee success at EM, which is well-aligned with the values-driven culture at HGGC.”

Equity Methods’ value proposition and outstanding service delivery has made it a trusted partner to the offices of the CFO and CHRO. This is reflected in its industry-leading Net Promoter Score, a metric that measures customer satisfaction and loyalty, of 93 or higher in annual surveys over the past decade.

“Equity Methods is differentiated through its unique, collaborative culture and strong organic growth across all of its service lines and offerings,” said HGGC. “The company has strong potential for strategic expansion to add talent, scale key aspects of the business, and expand to new geographies and service adjacencies. We’re thrilled to be partnering with Takis and his world-class team in this next chapter.”

About Equity Methods

From Fortune 100 multinationals to Silicon Valley startups, hundreds of companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory for clients in the US and internationally. For nine consecutive years, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five’s Stock Plan Administration Benchmarking Study. To learn more, visit www.equitymethods.com

About HGGC

HGGC is a values-driven, partnership-focused private investment firm. The firm’s ecosystem of investors, operators, and professionals are united by the shared mission to develop leading enterprises and build long term value together. HGGC invests in technology, business services, financial services and consumer enterprises generally valued between $200M - $1.5B+. The firm is based in Palo Alto, CA and manages over $8 billion in cumulative capital commitments. More information, including a complete list of current and former investments, is available at www.hggc.com.

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