Discount retail group – multi equity class reorganisation, turnaround situation
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 …
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…
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 …
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