IQ-EQ

IQ-EQ is a global professional services firm with over 2,450 employees across 23 jurisdictions. Established in 1896, it specializes in fund administration, serving clients such as fund managers, global companies, family offices, and private clients. The company offers multi-jurisdictional compliance and reporting services, handling complex fund structures and various asset classes.

Greg Farrington

President of Constellation and IQ-EQ US Funds

11 past transactions

AMAL

Acquisition in 2025
AMAL offers loans, corporate trust, and agency services.

Prommt

Venture Round in 2023
Prommt is a software developer specializing in payment collection solutions aimed at enhancing the efficiency of businesses in managing transactions. Their platform allows companies to request, accept, and track payments seamlessly, integrating features such as auto charges, recurring payments, and comprehensive reporting. Prommt's solution focuses on blending secure e-commerce payment processes with personalized customer service, addressing the challenges of online transactions that do not fit traditional retail models. By offering user and location management systems, Prommt enables businesses to save time and reduce costs while providing access to remote payment methods, thereby facilitating a smoother payment experience for both businesses and their customers.

JGM Fund Services

Acquisition in 2022
JGM Fund Services, founded in 2014 and headquartered in Iselin, New Jersey, is a specialized firm offering a comprehensive range of services including accounting, tax advisory and compliance, financial reporting, back-office support, and portfolio management. The firm serves a diverse clientele encompassing hotel, golf, and ski resort operators, as well as residential, retail, and industrial developers and managers, alongside investment managers and service companies. JGM Fund Services was recognized for its expertise in fund administration and management, providing tailored solutions to meet the unique needs of its clients. In September 2022, the firm was acquired by IQ-EQ, enhancing its capabilities and reach in the financial services industry.

Greyline Partners

Acquisition in 2021
Greyline Partners, headquartered in San Francisco, California, operated as a financial services provider, primarily serving clients from the investment management sector. They offered consulting services tailored to fund managers, investment advisors, and other finance professionals, focusing on areas such as technology implementation, career development, policy analysis, and operational efficiency enhancement.

Davy Global Fund Management

Acquisition in 2021
Davy Global Fund Management is a company that offers a range of financial services including wealth management, asset management, capital markets, and financial advisory services. They cater to individuals and institutions looking to grow and manage their investments. With a focus on providing comprehensive financial solutions, Davy Global Fund Management helps clients navigate the complexities of the financial markets and achieve their investment goals.

Concord Trust Company

Acquisition in 2021
Concord Trust Company is a state-chartered non-depository trust company that specializes in trust administration services for affluent families and their advisors. With offices in New Hampshire and South Dakota, Concord Trust Company enables clients to benefit from directed trusts while operating within favorable trust and tax law jurisdictions. The company provides independent trustee and compliance services, facilitating access to advantageous regulatory and tax laws. By focusing on the unique needs of wealthy families, Concord Trust Company aims to help them navigate the complexities of trust management effectively.

Conseil Expertise & Synthese

Acquisition in 2020
Conseil Expertise & Synthese is an independent accounting business.

Blue River Partners

Acquisition in 2020
Founded in 2009 and headquartered in Dallas, Texas, Blue River Partners provides comprehensive outsourced compliance and operational support services to investment managers. The company offers a range of services including ongoing compliance and operations support, fund launches and dissolutions, investor relations, legal document review, and advisor registration assistance. It serves various investment fund structures and financial service companies across the United States.

Constellation Advisers

Acquisition in 2020
Founded in 2008, Constellation Advisers provides institutional-quality outsourced support services to investment managers. The company offers CFO-level finance and accounting services, operational due diligence, regulatory compliance assistance, and strategic consulting.

First Names

Acquisition in 2017
First Names Group is a financial services and insurance company based in Saint Helier. It specializes in providing trust, fund, real estate, and corporate services. The company caters to institutional investors, entrepreneurs, and ultra-high-net-worth individuals, offering fund administration and related services. First Names Group operates in key strategic locations around the world, positioning itself as an independent provider in the financial services sector.

South Watch

South Watch is a financial services company based in Canton, Massachusetts, specializing in comprehensive fund administration and consulting services for hedge funds. The firm caters to a diverse clientele, including startups and registered investment advisors, by offering essential services such as tax preparation, outsourced CFO support, and specialized hedge fund consulting. With a focus on delivering tailored solutions, South Watch aims to meet the unique needs of hedge funds of all sizes, ensuring effective management and compliance within the financial industry.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.