PE Management Equity Plans (MEPs) (Virtual Boardroom) - FD Recruit скачать в хорошем качестве

PE Management Equity Plans (MEPs) (Virtual Boardroom) - FD Recruit

Our March virtual boardroom was led by Jeff Soh, Partner at Liberty Corporate Finance. Jeff has spent over a decade advising management teams on equity plans, guiding leaders through the design, negotiation, and implementation of incentive structures during live transactions. His expertise lies in helping management understand the balance between reinvestment, upside potential, and protections. What did he cover? • The fundamentals of management equity plans and why they matter in private equity • How rollover percentages and sweet equity are structured in practice • The importance of tax efficiency and timing in equity allocations • Key protections for management teams, including leaver provisions and governance rights • Real‑world insights from Liberty’s experience advising on 50–60 deals each year This session gave Finance Directors and CFOs the chance to hear directly from a specialist and learn how peers across sectors are approaching equity plans, reinvestment expectations, and long‑term value creation.