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Equity Methods
Equity compensation valuation and financial reporting services
About Equity Methods
Equity Methods is a consulting firm specializing in valuation, financial reporting, and human resources advisory services for equity compensation and other complex securities. Founded in 1998, the company assists clients with the complexities of stock-based compensation plans. Originally a division of Bank of America, Equity Methods was spun out in 2012 in a partnership with the private equity firm Montage Partners and the senior leadership team, led by President and CEO Takis Makridis. This move to independence was driven by a vision to create a technology-enabled professional services firm focused on innovation and culture.
The company serves a wide range of clients, from pre-IPO startups to over 40 Fortune 100 companies. Its business model is centered on providing customized, hands-on consulting and technology-driven solutions to address the specific needs of each client's equity programs. Services include financial reporting for stock-based compensation, valuation of complex securities like TSR awards and contingent consideration, and HR advisory on plan design and pay equity studies. The firm has developed proprietary models and processes to automate and bring control to complex reporting and valuation challenges.
Equity Methods generates revenue through its specialized consulting services. It is consistently rated number one in client satisfaction and loyalty among financial reporting service providers. Under the leadership of Takis Makridis, a nationally recognized expert in equity compensation accounting, the firm has expanded its service lines and thought leadership, authoring and co-authoring texts that are required for the Certified Equity Professional (CEP) designation.
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Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| GROWTH EQUITY VC✓Equity / VC | Apr 2025 | $0 | — | HGGC | ↗ |
Growth signals
Latest recorded traffic for Equity Methods is 16K monthly website visits, up 68.4% over the last three months. Equity Methods's team grew 44.1% over the past year.
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Investors
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Series B and later1 investor entered at this stage
HGGC
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