Equity Administration

Getting Transaction Ready

Preparing for a Liquidity Event or IPO in Uncertain Times.

For private companies that leverage equity for fundraising and/or employee compensation, there are inherent complexities in scaling meaningful programs and preparing for future transactions like tender offers or a potential public offering. Despite widespread uncertainty across the marketplace, what today’s companies can control is the degree to which they are prepared for an upcoming transaction.

 

Watch the virtual workshop on Transaction Readiness, where you’ll have the opportunity to learn: 

  

  • Why Transaction Readiness may be core to surviving and eventually thriving in today’s market 

  • The four primary pillars of transaction readiness 

  • An example framework to help prepare your cap table and stock plan for whatever comes next 

  • Strategies for implementing important leadership guidelines to meet the demands of a rapidly changing market 

Watch the Workshop
Fill out the form and get access to the workshop.

Solium Capital ULC and its affiliates (“Shareworks”).  All rights reserved.  Shareworks, Shareworks Global Intelligence and all product marks and logos are trademarks of Shareworks.  THIS INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE LEGAL OR TAX ADVICE.  You should always consult with and rely on your own legal and/or tax advisor(s) as Shareworks does not provide legal or tax advice and the information is not tailored to the specific situations of your company or your employees.  The information is sourced from third parties, may not be current and is subject to change without notice.  Shareworks makes no representations or warranties concerning the accuracy, completeness or timeliness of the information and is not implying an affiliation, sponsorship or endorsement with/of any third parties or views expressed by such parties.  Any views expressed in the information are solely those of the third-party source.  Shareworks shall have no liability arising out of, or in connection with, the information, including any loss caused by use of, or reliance on, the information.  All information made available by Shareworks is subject to the terms of the written agreement entered into between Shareworks and your company.

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC# 5503595 (05/2023)

View Disclosures Close Disclosures