PRIVATE COMPANIES
LIQUIDITY EVENTS

Private-to-Public Transaction Readiness

Take your company through the next stage of growth with a streamlined workflow to help you confidently and efficiently prepare for equity transactions.

Prepare Today, Transact Tomorrow

 

Whether it’s via an initial public offering, special purpose acquisition company, or direct public offering, going public can be a rigorous process—especially in uncertain market conditions. Proactively preparing for a liquidity event can help your company minimize delays, create efficiencies and reduce risk.

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Plan for a Liquidity Event

Prepare an efficient workflow to effectively handle equity transactions, from processing and settlement to recording Here are a few important considerations to remaining transaction-ready in uncertain market conditions:

Establish Accuracy
Organize your equity plan and keep it up to date. Through a data health check, you can ensure ownership and demographic data is accurate pre-transaction.
Optimize Your Process
Put the right systems in place to ensure your information stays updated. Automate and integrate payroll and HR systems to help streamline complex workflows.
Manage Compliance Requirements
Gain familiarity with international legal and tax regulations and ensure that your employees’ location data is tracked somewhere.
Engage Shareholders
Keep your shareholders informed. Access to educational resources and guidance can help them understand their equity and make better-informed financial decisions.
Let’s Start the Conversation

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

Explore Our Liquidity Solutions

Make liquidity more accessible by simplifying how your organization manages its liquidity events. Confidently navigate every transaction with tailored support and modern technology.

Tender Offers
Simplify workflows and provide liquidity to your shareholders while maintaining control of your cap table.
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Controlled Liquidity
Manage and approve secondary transactions across your shareholder base.
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Company-Led Events
Utilize our platform for company sponsored events such as dividend payouts, distributions, terminated employee repurchases, mergers & acquisitions, and more.
Learn More

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Disclosures

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

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC, and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB,
Member SIPC.

E*TRADE from Morgan Stanley is a registered trademark of MSSB.

All entities are separate but affiliated subsidiaries of Morgan Stanley.

The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC#3946583    (10/2024)

 

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