CVB Financial Corp. Announces Completion of Merger with Heritage Commerce Corp
CVB Financial→Heritage Commerce
Apr 17, 2026

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Equity Methods has signed a definitive agreement to acquire the assets of Equity Plan Solutions, a boutique equity plan administration firm serving publicly traded, venture-backed, and sponsor-backed companies across the United States. The deal adds a 22-person team to Equity Methods and expands its ability to deliver end-to-end equity compensation services.
Equity Plan Solutions’ capabilities broaden Equity Methods across the equity compensation lifecycle, including valuation, financial reporting, equity plan management, and HR advisory. Founder Elizabeth Dodge will join Equity Methods as Director, Equity Management Services, and Albert Orozco will join as a director as well. Equity Plan Solutions was founded in 2016.
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