We support our clients in navigating the tension between the need to retain talent using equity in a competitive environment, managing shareholder expectations and ensuring relevant governance practices are in place.
Our Approach
Our professionals are available to support at any stage of the development or renewal of a share reserve for purposes of equity-based compensation.
Analysis
We conduct dilution and burn rates analyses related to equity compensation. Our analyses are complemented by market considerations, including practices of similar size/industry peers
Reserve Size
We help our clients determine the share reserve size based on their needs, and taking into consideration affordability and the appropriate degree of sharing between management and the owner(s) of the business
Reserve Terms & Provisions
We draft or review term sheets for underlying equity incentive programs, and we help our clients align their plans to their preferred governance practices. We also support our clients on how to structure effective disclosure