When you team up with Morgan Stanley at Work, you get access to all of Morgan Stanley—the services, support and capital for companies, plus a breadth of solutions for individuals. Wherever your organization is on its journey, we can help meet you there with the experience and agility you expect from a leader almost 90 years strong.
Going Up
Watch how Morgan Stanley’s comprehensive ecosystem of financial solutions empowers companies and their employees at any phase of growth.
Delivering the Firm Script “Going Up” – Round 3 Edits
12-15 Agency Updates
OPENING SCENE
NARRATOR VO: Whether it’s a start-up, or it’s made its way up to the top,
every business wants to go in one direction…UP.
And no matter where a business is in its lifecycle, Morgan Stanley can help at every stage with solutions to help companies grow and employees thrive. So they can keep…
TALENT: Going up!
NARRATOR VO: Exactly.
START UP/ TECH COMPANY IPO
Take this fast-growing tech company, gearing up for their IPO.
Morgan Stanley was there from the beginning.
The early years of a budding start-up—marked by meeting all of the demands that come with maturation... Something this CEO spends a lot of time thinking about, but not losing sleep over.
Morgan Stanley’s innovative equity management platform is designed to make the early stages easier…
SUPERS:
Equity management platform / Intellectual capital / advanced technology
…with cap table management, 409A valuation services, and equity compensation [JS(M1] tools. That has this HR exec smiling.
SUPERS:
Cap table management / 409a Valuations
And for employees looking to realize the value of their private shares, the platform has liquidity solutions that connect them to qualified buyers and financial planning resources[JS(M2] to help them reach their goals
SUPERS:
Private Market Solutions / Liquidity Offering
Plus, the technology adapts over time so as the company’s IPO approaches, the platform and the company are transaction-ready. This CFO will raise a latte to that.
And employees have cause for celebration, too. With going-public-perks like specialized Executive Services, Directed Share Programs, and 10b5-1 planning.
SUPERS:
Directed Share Plan / Executive Services / 10b5-1 planning
And E*TRADE self-directed brokerage accounts that make managing share sale proceeds a breeze.
SUPER:
Seamless private to public transition
By choosing Morgan Stanley to lead its IPO, the company can execute a successful public market debut, fueling its future growth upwards.
GROWTH MODE / PUBLIC COMPANIES
Greater success means greater expectations.
So as the company navigates their next stages of growth, Morgan Stanley’s support evolves to meet their needs.
The Firm helps the CFO manage new projects and challenges with Treasury, Corporate Lending, and Corporate Cash solutions.
SUPERS:
Treasury / Liquidity Solutions / Corporate Cash
As the company continues to grow, HR needs to be sure their benefits evolve to retain top talent.
And The Firm has employee solutions for just that…with retirement advisory solutions for both new and existing plans.
SUPER:
Retirement advisory solutions
And Financial Wellness/Empowerment solutions like financial coaching and education.
MATURE / FORTUNE 500 COMPANY
Time passes, and the company celebrates breaking into the Fortune 500.
Morgan Stanley is there to help them navigate the unique challenges of a highly competitive market.
Providing advisory services in specialized areas…
SUPERS:
Mergers and Acquisitions / Project Financing / Real Estate
The Firm has the experience to help senior-level employees with financial planning and deferred compensation offerings.
Because with this company and any other - from formation all the way to Fortune 500 - Morgan Stanley sets organizations up for success by keeping them pointed in one particular direction… you know, up…
SUPPLEMENTAL ENDING
And Morgan Stanley’s wealth management capabilities go beyond businesses. Watch how different employees work with the The Firm’s Financial Advisors to meet their financial goals –
All that, coming right up.
DISCLOSURES
Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is not necessarily a guide to future performance.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4927823 (09/22)
[JS(M1]We need “equity compensation management” if we keep tools. Maybe we say “equity compensation solutions” so we don’t say management twice?
[JS(M2]Can’t say “expertise” but not married to “resources” if you have a better option
In addition to Morgan Stanley at Work solutions, we deliver the full breadth of the Firm to provide the resources you and your company need at any stage. Explore some of the ways we support our clients.
We provide high-credit quality, bespoke investment solutions that align with your organization’s short- and long-term goals. Plus, through the support of a portfolio manager, you get active management of excess cash—with an emphasis on capital preservation, liquidity and return.
Build goodwill across your organization through a tailored DSP offering. With experience managing a wide range of program sizes and participant profiles, we are uniquely equipped to support you—no matter your scale, structure, or number of participants.
Receive ongoing support and client service to help navigate a complicated investment landscape, construct portfolios and delegate fiduciary responsibilities. The Firm’s OCIO offerings deliver investment and risk management experience, plus an institutional investment platform, to build, monitor and review investments.
Access a broad range of corporate capital products, plus advisory services on complex transactions including IPOs, capital raising and liquidity solutions. Our team brings extensive experience in Capital Markets and Mergers & Acquisitions to help your organization meet strategic objectives and put capital to more impactful use.
A specialized division of Morgan Stanley, Morgan Stanley at Work is a leading voice in financial workplace benefits. Learn about what drives us and discover the story behind our solutions.
Reach out to a member of our team or follow us on LinkedIn for more content and insights.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley at Work 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 Morgan Stanley at Work
Employee stock plan solutions offered by E*TRADE Financial Corporate Services, Inc. are part of Morgan Stanley at Work.
In connection with stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants.
Securities products and services are offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.
All entities are separate but affiliated subsidiaries of Morgan Stanley.
Content and services available to non-US participants may be different than those available to US participants.
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.
© 2023 Morgan Stanley. All rights reserved.
Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
CRC 5701982-5/23
