Share plans are vital in corporate takeovers, impacting employees—the most valuable asset of companies. Buyers and sellers strive to achieve the best outcome, recognizing employees' contributions and maintaining motivation. Factors to consider include external regulations for employee communication and commercial pressures for timely deal completion.

In this session, the expert panel explore key themes: communication strategies, technology use, and global legal and tax implications in takeovers. Drawing from real-life experiences, they will share ten top tips for effective planning and execution, ensuring employee engagement and seamless collaboration among stakeholders.

Attendees will learn:

  • The legal and tax implications of a takeover on share plans, including accelerated non-vested awards.
  • The importance of effective employee communication and explore the use of technology for information dissemination and tracking elections and acceptances.
  • The global impact of a transaction on share plans, including non-home jurisdictions and unique considerations for tax-advantaged plans.
Speaker/Author

SPEAKERS: Cathy Wears, CMS (UK), Magdalena Spasova, SS&C Technologies Holdings, Inc., Aleda Denner, Investec

Event date
Thursday, 8 Jun 2023, 14:00 - 14:50
Country
Breakout series