Equity Methods, a top-rated provider of valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities, today announced that it has signed a definitive agreement to acquire the assets of Equity Plan Solutions (EPS), a 22-person boutique firm specializing in equity plan administration services for publicly traded, venture-backed, and sponsor-backed companies across the United States.
The acquisition strengthens Equity Methods’ ability to support corporate clients with a broader set of services across the equity compensation lifecycle while adding a highly experienced team with a strong reputation for client service. The firm’s client-centric approach and specialized equity administration capabilities complement Equity Methods’ existing offerings in valuation, financial reporting, equity plan management, and HR advisory.
“This partnership reflects our commitment to expanding the ways we can support our clients,” said Takis Makridis, President and CEO of Equity Methods. “EPS brings a talented team and a strong track record serving public and pre-IPO companies. Together, we’ll continue delivering exceptional service, technical rigor, and innovative solutions to provide the highest quality, most comprehensive equity compensation offerings in the industry.”
Founded in 2016 by Elizabeth Dodge, a long-time veteran in the stock plan profession, EPS has developed deep expertise in equity plan administration and management services. A noted speaker and author in the stock plan community who brings over two decades of leadership in equity administration, Ms. Dodge will join Equity Methods as Director, Equity Management Services. Albert Orozco, Principal and Head of Operations at EPS, will also join Equity Methods as a Director.
“We are thrilled to be joining forces with Equity Methods. They are a strong strategic fit for our firm and our clients,” said Ms. Dodge. “Their depth of expertise and shared focus on quality strengthen what we already do well and give our clients access to broader resources without changing the level of service or expertise they expect from us.”
“Companies are increasingly looking for partners that can manage equity compensation programs end to end, from plan design to administration to reporting,” said HGGC, the majority investor in Equity Methods. “We partnered with Equity Methods to support the firm in making long-term investments in an already world-class client experience. Adding EPS to the Equity Methods platform reflects the kind of strategic, capability-expanding growth that creates long-term value for clients and stakeholders alike.”
About Equity Methods
From Fortune 100 multinationals to high-growth startups, the world’s best-known companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. The firm delivers comprehensive stock-based compensation valuation and audit support, tailored financial reporting, equity plan management, and human resources advisory services for clients in the U.S. and internationally. Equity Methods has been consistently recognized for its industry-leading client satisfaction and collaborative culture. For more information, 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 is 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. The Firm is based in Palo Alto, CA and manages over $10 billion in assets under management (as of December 31, 2025). More information, including a complete list of current and former investments, is available at www.hggc.com.
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