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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
Passionate for What’s Possible
At Morgan Stanley, we’ve spent over 85 years working with leading organizations, unlocking untapped potential and fostering growth.
Our integrated approach aligns with your corporate objectives, leveraging our expertise to deliver strategic, impactful solutions in a dynamic business landscape.
Whether your focus is to redefine an entire industry or unleash the full potential of your workforce, our diverse capabilities, experience, and global reach enable us to support your business as it strives for success.
Together, we can discover innovative ways to fuel growth throughout your organization and help take you, your business, and your employees further.
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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(opens in a new tab) or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC(opens in a new tab). Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.
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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.
Individuals executing a 10b5-1 trading plan should keep the following important considerations in mind: (1) 10b5-1 trading plans should be reviewed and approved by the legal and compliance department of the individual’s company. (2) Most companies will permit 10b5-1 trading plans to be entered into only during open window periods. (3) Recent rule changes will require a mandatory cooling-off period between the execution of a 10b5-1 trading plan (or a modification) and the first sale pursuant to the plan (or the first sale following such modification). (4) 10b5-1 trading plans do not alter the nature of restricted and/or control stock or regulatory requirements that may otherwise be applicable (e.g., Section 16, Section 13). (5) 10b5-1 trading plans that are terminated early may weaken or cause the individual to lose the benefit of the affirmative defense. (6) 10b5-1 trading plans may require a cessation of trading activities at times when lockups may be required at the company (e.g., secondary offerings). (7) Recent rule changes will require companies to publicly disclose material terms of Section 16 director and officer 10b5-1 trading plans, and the early termination of such plans. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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.
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CRC#3729286 (08/2024)
