Delivering the Firm Script “Going Up” – Round 3 Edits
12-15 Agency Updates
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…
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.
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
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.
Directed Share Plan / Executive Services / 10b5-1 planning
And E*TRADE self-directed brokerage accounts that make managing share sale proceeds a breeze.
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.
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.
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…
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…
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.
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