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Conducting a shareholder liquidity event can be a complex and challenging undertaking.
Shareworks makes it easier through an intuitive platform that automates the setup and management of your tender offer, while you receive personalized support from a team of experienced specialists. We do all the heavy lifting, so you can focus on running your business.
We configure the platform to execute the tender offer based on your specific requirements:
- Shareholder eligibility
- Maximum selling amounts
- Available documents and disclosures
Next, we set up a testing environment and work with your legal team to ensure everything looks correct and all necessary documents are properly uploaded.
To ensure maximum participation, we can provide a live demo or host a financial education session with a Morgan Stanley representative to help your employees understand how the tender offer may impact them financially.
Once the tender offer is live, shareholders will have 20 business days to review the offer, sell their shares and fill out all of the necessary paperwork.
Shareholders can view their current holdings, exercise cost and estimated gross proceeds. Platform notifications guide them through what they need to do to complete a sell order.
Plan Administrators can access real-time reporting in order to track all participant activity.
The Shareworks by Morgan Stanley team supports you throughout the tender offer with periodic check-in calls or program updates as frequently as you need.
Funds are dispersed to selling shareholders via automated clearing house (ACH), wire, or check.
Your tax and legal teams receive all executed documentation and a breakdown of proceeds, fees and withholdings.
Best of all - your cap table will be fully updated!
Is a Tender Offer with Shareworks Right for You?
Shareworks may be the right fit for your company’s next tender offer if:
- Your company needs to engage and retain top talent in a competitive job market
- You want to bring on new investors, but are concerned about dilution
- Your employees are independently selling their equity rewards on the secondary market
- Your board is requesting exit or stock repurchase scenarios
- You want your tender offer to run smoothly with minimal distraction to the company and your employees.