Leading global investor services group IQ-EQ has today announced the appointment of Matt Okolita as Regional CEO, Americas, effective April 12, 2023. Matt previously held the role of Global Head of Outsourced Business Services and in this capacity has worked closely with his predecessor Mark Fordyce for a number of years.  

As part of this planned leadership transition Matt will take over the role from Mark who will remain as non-executive chairman of IQ-EQ Americas. In his new position, Matt will continue to seamlessly support the successful expansion of IQ-EQ in this region, while cementing IQ-EQ’s status as a leader in the global investor services sector.   

Matt previously led Greyline Partners LLC, a regulatory, compliance and governance consultancy that was acquired by IQ-EQ in November 2021. Since then, he has served as Global Head of Outsourced Business Services at IQ-EQ Americas, providing clients with best-in-class service, from operations and finance support to regulatory and compliance assistance.     

Former Regional CEO, Americas, Mark Fordyce, joined IQ-EQ in 2020 with the acquisition of Blue River Partners and has steered the business through four subsequent strategic acquisitions. Mark has a longstanding relationship with Matt and will continue to support the firm’s expansion as non-executive chairman, thanks to his considerable expertise and local market connectivity.  

Mark Fordyce comments, “I am confident that under Matt’s leadership, the business will continue to flourish. We have worked collaboratively to ensure that this well-planned transition will be seamless for both clients and our employees. It has been my privilege and pleasure to lead and work alongside an incredible team of talented professionals, and I look forward to continuing to support the IQ-EQ team in the U.S. as we continue to expand in this region.”  

Matt Okolita commented: “I am excited to step up into this role after years of growth under Mark’s leadership and continue to help grow our team, our business, and our brand in the U.S. We are at an exciting stage of our journey here, and I am positive that the next few years will be transformative for the business. I see us continuing to expand and grow domestically and more globally through the efforts of our people and the product out of the U.S. business.  

Matt will report to Mark Pesco, Group CEO of IQ-EQ, who added: “There is no doubt that we have the strength and depth of leadership in place to help us continue grow and shape our business into the future.”  

ENDS 

About IQ-EQ 

IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs. We have the know-how and the ‘know you’ to provide a comprehensive range of compliance, administration, asset and advisory services to fund managers, multinational companies, family offices and private clients operating worldwide. 

IQ-EQ employs a global workforce of 4,750+ people located in 25 jurisdictions and has assets under administration (AUA) exceeding US$750 billion. IQ-EQ works with 11 of the world’s top 15 private equity firms.  

Also part of the IQ-EQ group of companies are First National Trustee Company (FNTC), Equitis, and The Private Office. 

To find out more about IQ-EQ visit www.iqeq.com