MANAGEMENT INCENTIVE PLANS

We provide expert professional shareholder services for private equity or venture capital backed companies.

We offer share warehouse and nominee services for senior management and employees which also includes holding shares on an unallocated or “shadow” basis until a company exit event whereby the Employee Benefit Trust will deliver cash proceeds subject to recommendation from the company.

We can offer an online plan administration platform for private companies to maintain a register of beneficial owners, manage any internal trading windows that a company may offer and facilitate share offers. It also greatly simplifies record keeping and ensures robust governance in anticipation of any sale to a third party or an initial public offering (IPO).

Our proactive and astute management of company lifecycle events such as a majority sale to a third party buyer or upon IPO is unrivalled. Working closely with a company and its advisors, we have a deep understanding of the process, documents and sensitivities involved in acting in our capacity as Trustee and Nominee.

We believe in providing execution services to meet a transaction deadline at any hour of the day.

Get in touch

If you have any questions please feel free to send us a message.

You have errors in the fields above, please check each field throughly.

You have errors in the fields above, please check each field throughly.

Thanks for you your enquiry, we'll be in touch.

One of our team will be in contact with you shortly.

YOU MAY ALSO BE INTERESTED IN

Share Plan Trusts

Nominee Arrangements

Other Incentive Plans

Carry & Co-Investment Incentives

Employee Ownership Trusts

Collateral Trust Arrangements

International Retirement Plans

End Of Service Gratuity & Savings Plans

How can we help you?