If you are looking for ways to potentially enhance both the participant and administrative experiences, Morgan Stanley at Work may be able to help. In addition to an intuitive equity administration platform that automates tender offer setup and management, we have a team of experienced professionals ready to deliver personalized support. Here are some of the ways in which our platform may make liquidity events easier for you to manage.
- Configure program parameters. To help you reach your unique goals, the platform can be configured to execute the tender offer based on your specific requirements. Configurations may include shareholder eligibility parameters, tailored messaging to participants, maximum and/or minimum selling amounts, access to specific documents and disclosures, open selling windows and more.
- Testing and feedback. Before going live, we can set up a testing environment and work with your various stakeholders (e.g., Legal, Finance, HR, Equity) to obtain their feedback and make sure all necessary documents are properly uploaded. This may include confirming that all participant accounts are activated, updating your demographic information, providing you with sample documents, creating your eligibility file and testing configurations.
- Participant education. To help to maximize participation, we can provide participant education expertise and support, such as conducting a live demo or hosting a financial education session with a Morgan Stanley at Work representative to help your employees understand how the tender offer may impact them financially.