Provider of international employee compensation plan services

Equatex  is a deferred compensation service provider, specializing in the design, implementation and administration of deferred equity plans.  The business provides equity compensation administration services to over 160 clients, servicing over 1.1 million share plan participants in 168 countries and managing around US$40bn in assets.  Equatex is an expert in managing deferred equity compensation plans for global businesses, with clients across all major industries including financial services, healthcare, industrial, pharmaceuticals, energy and IT.  

The business was formerly the CEFS International operation of Swiss bank UBS, set up to serve UBS deferred compensation plans but then extended to serve external clients.  Montagu acquired the business from UBS in 2013, executing a complex carve-out, transforming Equatex into a fully independent business and investing into new products and technology. 

In 2018, Montagu sold Equatex to Computershare Limited, a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications.

Deal details

Deal type: Management Buyout Investment Year: 2015 Country: Germany Status: Realised Value: Undisclosed Industry Sector: Business Services, Financial Services