EMI scheme

SaaS company – post-PE investment EMI scheme

Implementation of an EMI scheme for management team, to complement existing growth shares
Liaising with legal advisors to amend the articles of association
Tax valuation of the scheme shares including agreement with HMRC
Design and modelling of the scheme including share plan documentation, employee communications, board minutes and ancillary documentation, and grant of options

Nuclear industry business – EMI and unapproved option plans

Implemented an exit-focussed EMI plan for board level executives in a privately owned business. Supported the business to introduce new company lawyers Retained as trusted, specialist advisor following …

Management incentive and share reorganisation

Discount retail group – multi equity class reorganisation, turnaround situation

Designed and implemented a new management equity structure including multiple growth and ratchet share classes and minority PE backer. Worked alongside tax valuation specialists to …

Pre-IPO due diligence

Logistics group – due diligence

Review of existing share schemes and ERS prior to proposed initial listing on stock exchange Uncovered issues relating to the EMI scheme which could have meant multi-millions of unexpected PAYE and national insurance costs Approac…

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