EQUITY SOLUTIONS

Equity Solutions for Private Companies

Helping private companies navigate complexity as they grow by managing equity compensation, 409A valuations, cap tables and liquidity events through a modern, connected workplace benefits experience.

Support for Every Stage of Private Company Growth

Growth can introduce new demands from maintaining accurate ownership records and completing 409A valuations to educating employees, running liquidity events and preparing for an IPO. Morgan Stanley at Work helps companies address these milestones through connected equity solutions and workplace benefits designed to support informed decisions, operational efficiency and a better participant experience.

Preparing to Raise Capital

Bring ownership records, valuation inputs and stakeholder information together to support due diligence and help your company approach an investment round with confidence.

Scaling as a Private Company

Manage increasingly complex equity plans including stock options, restricted stock units and other equity-based compensation with clearer reporting and communications.

Running Liquidity Events

Coordinate tender offers, secondary transactions and other company-led liquidity events while supporting clear workflows and participant communications.

Preparing for an IPO or Transaction

Review plan data, participant records, reporting processes and communications to help prepare your equity program for an IPO or other major transaction including tender offers.

Equity Administration

Equity Administration for Private Companies

 

As private companies scale, growing participation, evolving award types and new reporting demands can make equity programs harder to manage. Morgan Stanley at Work provides technology, reporting and support to help companies maintain ownership records, administer equity plans, communicate with stakeholders and make informed equity compensation decisions.

Cap Table and Equity Plan Organization

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    Manage your equity structure, cap table and plan data in one place.

Shareholder and Employee Transparency

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    Provide reporting and information to shareholders, employees, auditors and internal teams.

Support for Key Equity Decisions

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    Access market knowledge and support to help inform decisions around valuations, liquidity events, equity plan administration and future transactions.

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Thrive 2027. Bigger Skies. Bigger Momentum.

Thrive is no ordinary conference, it's a leading-edge industry forum hosted by Morgan Stanley at Work, to dive into equity compensation and workplace benefit sessions, engage in roundtable discussions on pressing issues and earn continuing education credits. Join us June 14 – 17, 2027 at the Gaylord Texan Resort.

Register Now
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Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

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Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Company Changes
Equity Compensation
How Morgan Stanley at Work Is Building an AI-Enabled Workplace Benefits Experience
Morgan Stanley at Work leaders discuss how AI-enabled workplace benefits can reduce friction, connect data and improve decisions for employers and employees.
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Equity Compensation
Liquidity Trends Report: Perspectives From Private Company Leaders
Liquidity events are critical to private companies that want to attract talent, align stakeholders, and sustain long-term growth. The 2026 Liquidity Trends Report shows rising employee and investor pressure, increasing IPO aspirations, and a growing readiness gap?highlighting the need for earlier planning, clearer communication, and trusted liquidity partners.
Company Changes
Equity Compensation
Staying Transaction Ready in Uncertain Market Conditions
In the face of market uncertainty, one thing private companies can control is their degree of ?transaction-readiness? ahead of an initial public offering (IPO) or secondary offering. By proactively building public-company habits, this can give a company more agency over future timing of a liquidity event, minimize any delays leading up to the transaction and take advantage of liquidity windows as soon as they open.
10 Questions
Equity Compensation
Understanding Equity Dilution
For private companies, fundraising decisions are critical to facilitating growth. To make an informed decision, however, it?s important to understand the long-term implications of equity dilution.

Frequently Asked Questions

Morgan Stanley at Work brings together equity administration, 409A valuations, financial reporting, liquidity support and employee financial wellness capabilities. This connected approach can help private companies manage increasing complexity, support key milestones and deliver a more cohesive experience for employees and other stakeholders.

Morgan Stanley at Work combines equity technology and services with the broader resources and financial guidance of Morgan Stanley. Companies can access support across equity administration, reporting, liquidity events and workplace benefits through a connected experience designed for both plan sponsors and participants.

Morgan Stanley at Work offers capabilities that can evolve with a company from organizing ownership records and completing 409A valuations to administering more complex equity plans, running liquidity events and preparing for an IPO or other transaction. The solutions can be tailored to a company’s stage, priorities and participant needs.

Morgan Stanley at Work can support tender offers, secondary transactions and other company-led liquidity events with coordinated transaction workflows, participant communications and access to financial guidance. This integrated support can help companies manage the operational and participant experience through key liquidity moments.

Morgan Stanley at Work provides digital tools, education, communications and access to financial guidance that can help participants understand and act on their equity benefits. These resources are designed to complement the company’s equity program while supporting a more informed and connected workplace benefits experience.

 

Employee stock plan solutions offered by E*TRADE Corporate Services, Inc., are part of the Morgan Stanley at Work solutions.

E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC.

E*TRADE from Morgan Stanley is a registered trademark of 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.

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