Firms To Watch: Employee share schemes

Bird & Bird LLP‘s practice gained new team lead Sarah Ferguson and Nick Kosloff from DLA Piper in September 2023, as well as Xiaolei Liu from Watson Farley & Williams LLP, and Laura O’Flynn from Ernst & Young LLP in January and February 2024, respectively.

Employee share schemes in London

Clifford Chance LLP

Clifford Chance LLP‘s group is highly regarded by its portfolio of renowned clients for its ‘collaborative and business-centred approach’. It is well-placed to provide advice to regulated companies regarding sensitive and complex remuneration issues spanning corporate governance matters, reputational damage prevention, changes on the board of executives, and malus and clawback issues. The team is also equipped to advise on incentive plans and multi-jurisdictional employee share plans. ‘Outstanding partner’ Sonia Gilbert heads up the practice and is experienced in handling incentive arrangements, remuneration and employment tax matters. Andrew Patterson is also a key practitioner with broad expertise in financial services work, while David Baxter is noted for his capabilities advising on the design and implementation of incentive plans in both domestic and international contexts.

Praxisleiter:

Sonia Gilbert


Weitere Kernanwälte:

Andrew Patterson; David Baxter


Referenzen

‘Expertise, availability, and provision of pragmatic advice on complex issues.’

‘The team at CC work in strong partnership with us and nothing is too much of an issue, no matter how simple or complicated. They have a presence and confidence that provide the reassurance a client needs.’

‘They are always on-hand to support us as a client. They have an expertise and a style that works for us.’

Kernmandanten

Solvay


Optiver


Permira


Diageo


Airtel Africa


CVC


Harbour Energy


MetLife


Wizz Air


Informa


Allegro


Itau


easyJet


Manulife


Siemens


MiddleGround Capital


Highlight-Mandate


  • Advised Manulife on its acquisition of leading alternative credit manager, CQS, which holds about $13.5bn of assets under management.
  • Advised Solvay on the successful implementation of its Employee Share Purchase Plan and the continued day-to-day guidance on the operation of the plan, including with regulatory and tax advice across multiple jurisdictions.
  • Assisting three entities within the Siemens group with the management of share plans, both all-employee and senior executive.

Herbert Smith Freehills LLP

The practice at Herbert Smith Freehills LLP has a strong reputation for handling the full remit of complex and high-value remuneration and incentives work, which includes acting on the scheme elements of major corporate transactions such as high-stakes M&A deals, and advising on the arrangement of strategic partnerships. Corporate and financial services clients form the group's client roster, which the team also advises on corporate governance issues. ‘Wonderful remuneration expert’ Paul Ellerman specialises in advising listed and private companies on share plan and corporate governance issues, while the ‘exceptional’ Mark Ife has experience handling work for global banks and asset managers; the pair jointly lead the practice. Executive recruitment and termination cases form part of Kiran Khetia‘s workload. Niall Crean is also a key name to note, as is Chris White, who is well equipped to advise on cash and share-based incentive arrangements.

Praxisleiter:

Paul Ellerman; Mark Ife


Weitere Kernanwälte:

Kiran Khetia; Niall Crean; Scott Miller; Chris White


Referenzen

‘The standout partner is Paul Ellerman and his associate Chris White. They are responsive and meet client requirements.’

‘The team has an in-depth knowledge of incentive remuneration and IFPR implications impacting the financial services sector. They clearly understand the challenges of being compliant with regulatory requirements but are also commercial in approach. They partner with the client.’

‘Clear and concise communication style. Unflappable. Capable of balancing multiple demands. Goal-orientated also.’

Kernmandanten

Wickes


easyJet


Spirax-Sarco


Moneysupermarket.com


Shaftesbury Capital


The Ardonagh Group


Associated British Foods


Air France-KLM


Comcast


British Land


BHP


WH Smith


Jet2.com


BAT


Page Group


Genus


Kin + Carta


Inchcape


Highlight-Mandate


  • Advised a low earth orbit broadband satellite communications company on the share plan aspects of its all-share combination with a listed French satellite and telecoms company.
  • Advised Kin + Carta on the share plan aspects of its takeover process.
  • Advised a client on all incentives and remuneration aspects of its recommended acquisition and on the treatment of multiple all-employee share offers that had been made.

Linklaters LLP

The group at Linklaters LLP is headed up by Alexandra Beidas and has a varied workload; its advisory work includes assisting global companies with the operation of international share plans, as well as handling issues in the financial services sector including bonus cap removals and cross-border pay regulations. On the transactional side, the group has notable experience acting for clients on high-profile mergers, audit separations, and investments, with clients including FTSE companies and regulators. Bradley Richardson stands out for his ‘expert knowledge of the employment and incentive landscape’, while the ‘excellent’ Cara Hegarty is noted for her experience advising on the breadth of incentive arrangement and pay reporting issues, alongside her transactional expertise. Nancy Price also attracts praise for her ‘amazing support’.

Praxisleiter:

Alexandra Beidas


Weitere Kernanwälte:

Cara Hegarty; Nancy Price; Bradley Richardson; Ben McCarthy


Referenzen

‘The lawyers are approachable and down-to-earth as well as being strong technically and commercially. They are good at working at pace where required. They provide regular progress updates and communicate well.

‘Both Alexandra Beidas and Cara Hegarty are excellent. Their advice is always commercial and pragmatic and they approach everything calmly. They always go the extra mile.’

‘We have worked with Linklaters for a long time and view them as a trusted partner. Whilst they are clearly legal experts, we really value the pragmatism that they apply to our issues. They are very responsive and deliver to a very high standard in terms of guidance and documentation.’

Kernmandanten

Emirates Telecommunications Group/e


National Grid


Barclays


WPP


Diageo


Wise plc


Vistry Group plc


Brookfield Global Business Advisor Ltd


Three UK Group and CK Hutchison Holdings Limited


Substantial TopCo Limited


Netomnia


iCON Infrastructure


Ernst & Young Global Limited


Brookfield Corporation


Highlight-Mandate


  • Advising Emirates Telecommunications Group (e&) on its $400m proposed investment for a majority stake in Careem Super App from Uber.
  • Advising Substantial TopCo Limited, a company backed by DigitalBridge, on an innovative and award-winning employee incentive plan.
  • Advising the client on a $845bn acquisition of Conning Holdings Limited (CHL).

Slaughter and May

The offering at Slaughter and May is singled out for fielding the ‘top echelon of lawyers in the industry’. A portion of its recent work has involved advising renowned companies on the design, drafting and implementation of deferred bonus and long-term incentive plans; the group has also advised on the regulatory aspects of multi-jurisdictional financial matters, and complex incentives issues which result from international transactions. Highly experienced practitioner Philip Linnard heads up the team, which sits as part of the broader pensions, employment and incentives group, which Charles Cameron oversees. Ian Brown has specialist knowledge of executive compensation and share incentives, which he implements on transactional work. Rosemary Nelson has transactional and advisory capabilities, while newly promoted partner Philippa O’Malley is noted for her ‘technical skill’. Padraig Cronin retired in 2023.

Praxisleiter:

Philip Linnard; Charles Cameron


Weitere Kernanwälte:

Philippa O’Malley; Chloe Sanderson; Ian Brown; Rosemary Nelson; Richard Surtees


Referenzen

‘Top echelon of lawyers in the industry, with deep knowledge across all industries and resource within the business, which ensures a fully rounded proposition.’

‘Very good corporate knowledge, excellent response times, great at generating ideas and an assurance that you are getting top-quality advice.’

‘Excellent technical knowledge – they are practical and responsive.’

Kernmandanten

3i Group plc


AngloGold Ashanti plc


Deutsche Bank AG


Hikma Pharmaceuticals plc


Land Securities Group plc


M&G plc


Ocado Group plc


Pollen Street Group Ltd


Prudential plc


Synthomer plc


Vodafone Group plc


Highlight-Mandate


  • Advised Vodafone on the share plans aspects of the $19bn merger of its UK business with Three UK.
  • Acted for Prudential plc on the design and implementation of a suite of new discretionary and all employee share plans, which required compliance with both the UK and new Hong Kong Listing Rules.
  • Advised AngloGold Ashanti on the executive remuneration aspects of its move to the New York Stock Exchange, which included drafting a new directors’ remuneration policy and share plans for the new UK-incorporated holding company of the group.

Tapestry Compliance

Tapestry Compliance‘s ‘very unique’ practice is well placed to assist its extensive roster of clients, which features globally renowned corporates, on the full array of incentive and share plan matters. Its work includes assisting with the planning, implementation and documentation aspects of schemes as well as regulatory compliance issues; the group also has particular expertise in international mandates. Hannah Needle splits her time between London and Leeds and covers the full array of scheme-related work. Based in London and Birmingham, Chris Fallon‘s practice includes handling employment-related tax matters, as well as corporate governance work and renumeration disclosures. Fallon and Needle co-lead the practice, which also includes Bob Grayson, Suzannah Crookes, who has strong expertise in advising overseas companies, and Matthew Hunter, who focuses on financial services remuneration.

Praxisleiter:

Hannah Needle; Chris Fallon


Weitere Kernanwälte:

Bob Grayson; Lorna Parkin; Sally Blanchflower; Suzannah Crookes; Matthew Hunter; Emma Parker


Referenzen

‘Focusing on long-term incentive plans makes Tapestry’s practice very unique. They have very specialised knowledge and experience in this field and their advice is based on their expertise.’

‘Sally Blanchflower works with us as a true partner not just an adviser, knows our business and people, having spent the time to engage with us and learn about us, making the service more helpful and personable as a result. Sally feels like a member of the team.’

‘Tapestry are a boutique share plan firm, whose global reach means they’re a one-stop-shop for us. Their industry knowledge is excellent, they take the time to get to know us as a business and what our specific needs are, and they’re proactive in thinking about solutions to current issues or potential future issues.’

Kernmandanten

The Coca Cola Company


Dell


Deutsche Bank


Dr. Martens


Goldman Sachs


Lucid Motors


Novo Nordisk


Rolls-Royce


Tesco


Unilever


Highlight-Mandate


  • Advised Rolls-Royce in relation to all aspects of its UK and global incentives remuneration.
  • Appointed by a new client to review and administer its global legal and tax compliance in multiple countries, and to draft the documentation for a new LTIP plan for senior management.
  • Supported a flagship client with transaction advice on the impact of its merger, providing urgent and tailored legal and tax advice in 46 countries.

Travers Smith LLP

Mahesh Varia heads up the practice at Travers Smith LLP, which has a strong reputation for its ‘deep expertise and pragmatic approach’, and high-profile takeover work. Varia has strong expertise advising both public and private companies on the incentive arrangement aspects of high-stakes takeovers, an area of specialism shared by ‘real expert in her field’ Elissavet GroutHugo Twigg frequently supports Varia and Grout on mandates. The team’s advisory capabilities are also noteworthy, and it is equipped to guide clients through the operation of existing and proposed incentives arrangements. Claire Prentice advises on employee and management incentives, executive remuneration and employment tax issues.

Praxisleiter:

Mahesh Varia


Weitere Kernanwälte:

Claire Prentice; Hugo Twigg; Elissavet Grout


Referenzen

‘The team really seeks to work with the client as partner, rather than an arm’s-length adviser.’

‘Quality of associates is stellar; no shying away from giving good, real-time advice where they can.’

‘Deep expertise and a pragmatic approach. Very professional and diligent. They have a history of working with us and I trust them and their judgement.’

Kernmandanten

Numis Corporation plc


Cavendish Financial plc


Ascential plc


Zegona Communications plc


Inflexion


Micro Focus plc


BaltCap


Blancco Technology Group plc


IK Partners


Integral Acquisition Corporation 1


Inmarsat Group Limited


Inflexion


The Wavenet Group


S4 Capital plc


Gamma Communications plc


Highlight-Mandate


  • Advised a longstanding main market client on its €5bn acquisition of Vodafone Spain from Vodafone.
  • Acted for longstanding client Ascential plc on the sale of its product design business, WGSN, to funds advised by Apax Partners LLP.
  • Advised Micro Focus plc on the incentives related aspects of its £5.1bn takeover by Open Text Corporation.

Baker McKenzie

Baker McKenzie is a key name in the market for cross-jurisdictional transactions, handling the share plan related aspects of corporate work for a client roster of household name clients. Jeremy Edwards is at the group's helm and is well placed to advise on the array of employee incentive matters, from design and implementation issues, to advising on remuneration developments and taxation. Gillian Parnell has broad-ranging expertise, which includes advising on modern workforce and remote working issues, as well as preparing clients for IR35 changes. Executive remuneration work is also one of the key areas of focus for both Will Clifton and Victoria Kirsch.

Praxisleiter:

Jeremy Edwards


Weitere Kernanwälte:

Will Clifton; Gillian Parnell; Victoria Kirsch


Referenzen

‘When we have had questions, they have been answered in a timely manner and with experience.’

‘All knowledgeable on the general rules and on our scheme.’

‘The team is very experienced in advising on employee schemes and related tax matters. They are very responsive and practical in their approach and give advice that is easy to follow.’

Kernmandanten

Colt


Smith & Nephew plc


Prudential plc


DS Smith Plc


Daily Mail & General Trust plc


Haleon plc


Johnson & Johnson


Kofax


Becton Dickinson


SThree plc


TBC


Pheon


Highlight-Mandate


  • Advised Smith & Nephew plc with the annual launch of its key executive global share plans and international Sharesave plans into over 35 jurisdictions.
  • Assisting Prudential plc as its principal share plan adviser, with global compliance for executive share plans and all employee share purchase plans.
  • Assisting DS Smith Plc with all aspects of its executive and all-employee share plan design, implementation and operation.

DLA Piper

‘Seasoned professional’ Nick Hipwell heads up the offering at DLA Piper, which provides advice on the full spectrum of employee share plans matters, from design and implementation issues to providing ongoing support. In addition to its advisory capabilities, the team handles compliance-related matters, as well as offering support and guidance to clients regarding the impact of corporate transactions on complex cross-jurisdictional share plans. Martin MacLeod is a key name in the practice, with particular experience handling all-employee share schemes in international contexts, and bespoke executive arrangement matters. Tamsin Nicholds bolstered the practice with her arrival from Fieldfisher in October 2023, and Sarah Ferguson departed to Bird & Bird LLP in September 2023.

Praxisleiter:

Nick Hipwell


Weitere Kernanwälte:

Martin MacLeod; Tamsin Nicholds


Referenzen

‘Practical, timely advice regarding both UK and overseas share schemes.’

‘Nick Hipwell is very knowledgeable on all aspects of share schemes.’

‘The DLA Piper share plans team are knowledgeable and innovative – putting the reward element at the heart of their advice.’

Kernmandanten

Anglo American plc


NatWest Group plc


Hugo Boss AG


Belron Group SA


Careem Technologies Holdings Limited


NCC plc


Take Two Interactive Software, Inc


Highlight-Mandate


  • Acting on the employee share plans aspects of a £4.5bn acquisition for the client.
  • Advising Anglo American plc in relation to the operation of its all-employee share plan in multiple countries outside the UK.
  • Providing ongoing regulatory and governance advice to the client on the operation of employee share plans for a FTSE 100 company.

Latham & Watkins

The practice at Latham & Watkins has Sarah Gadd at its helm, who has expertise in advising on the full array of employment, benefit and incentives issues. The team has the capacity to guide clients through the scheme elements of complex and high-value international transactions, such as acquisitions and takeovers; this is an area of particular specialism for Kendall Burnett who is active across the scope of the team’s work. The team is also equipped to assist with employee-related aspects of corporate governance and financial regulations, and on the life cycle of share schemes. Rebecca Servian bolstered the group with her April 2024 arrival from Ashurst.

Praxisleiter:

Sarah Gadd


Weitere Kernanwälte:

Rebecca Servian; Kendall Burnett


Referenzen

‘Rebecca Servian is a delight to work with. Focused on client delivery and a great team player.’

‘Rebecca Servian consistently provides exemplary service. She provides advice which demonstrates a strong understanding of the technical aspects and nuances of employee share incentives, but it is always perfectly balanced with our practical needs.’

‘The team is very collaborative and has a good range of expertise at multiple levels. They turned complicated projects and changing instructions into what felt like straightforward, easy to understand deliverables, with excellent advice that was clear to follow and applicable for our goals.’

Kernmandanten

Abcam plc


ArchiMed


BenevolentAI


Biffa Bidco


Block M Shareholders (Lightsource bp)


Cadence Design Systems


Checkout Technology


CoStar Group


Darktrace plc


Farfetch plc


Fidelity National Information Services


Lithia Motors, Inc


Secret Escapes


Solgold


Tapestry, Inc.


Tyman plc


Viasat, Inc.


Highlight-Mandate


  • Advised Abcam plc on its $5.7bn takeover by Danaher Corporation.
  • Advised a client on the transactional aspects of its acquisition, and in relation to the treatment of the target’s share-based incentives across a number of different plans, including tax qualifying awards, in connection with the transaction.
  • Advised Lithia Motors, Inc. on its acquisition of Pendragon plc alongside the formation of a strategic joint partnership with Pendragon in North America for the sale of dealer management software.

Macfarlanes LLP

The ‘exceptional’ Robert Collard oversees the practice at Macfarlanes LLP, which is noted for its ‘superior technical efficiency’ and is well-equipped to support clients on the design, implementation and operation of share and management incentive plans, in both cross-jurisdictional and domestic contexts. The group is also experienced in advising on ESOs, and acts for a varied portfolio of clients ranges from start-ups to international large-scale listed companies. In addition to this work, the team advises on financial remuneration, including the EU and UK remuneration regulations, which is a particular area of expertise of the ‘truly receptive’ Rasmus Berglund. Mark Petch has expertise in advising bespoke private companies on the array of matters, and Philip Swinburn is described as ‘sharp and resilient’.

Praxisleiter:

Robert Collard


Weitere Kernanwälte:

Rasmus Berglund; Mark Petch; Philip Swinburn


Referenzen

‘The team have a concise and pragmatic approach and are always on hand to support.’

‘Very responsive, great technical knowledge and commercial.’

‘Robert Collard is really helpful and makes sure he is available.’

Kernmandanten

Improbable Worlds Limited


Arcmont


Hyve Group plc


Investec


Capital One Financial Corporation


PMG Worldwide LLC


Tulchan Communications


Rocco Forte Hotels


Highlight-Mandate


  • Advising Improbable Worlds Limited on the incentive arrangements in relation to its sale of The Multiplayer Group to Keywords Studios for £76.5m.
  • Advising Investec on the share plan and bonus-related elements of the combination of Investec Wealth & Investment Limited and Rathbones Group plc.
  • Advised Hyve Group plc on all share plan-related aspects as part of its recommended takeover bid advised by Providence Equity.

Pinsent Masons LLP

Pinsent Masons LLP‘s group is overseen by Lynette Jacobs, who splits her time between London and Manchester and advises on all elements of international incentive plans and employee trusts, including advising on overseas due diligence compliance, tax and the consolidation of employee benefit trusts. The team works collaboratively with the firm’s employment group to provide the full scope of support on issues for a client roster spanning FTSE listed companies originating from an array of sectors. James Sullivan-Tailyour is noted as ‘an absolute pleasure to work with’ and specialises in advising on remuneration regulation, governance issues and share incentives.

Praxisleiter:

Lynette Jacobs


Weitere Kernanwälte:

James Sullivan-Tailyour


Referenzen

‘The team are an ideal partner for us and our employer share schemes. They are client-focused, very responsive, and proactive with market, peer and legislative changes which are relevant to us and they are understanding of our specific needs in any given situation.’

‘They are a constant source of clear and practical guidance and support. We feel like the only client of the team.’

‘Lynette Jacobs and James Sullivan-Tailyour demonstrate in every interaction we have with them the behaviours we want in any of our vendors. They listen, they challenge, they push and they probe us. This has helped to really strengthen our client/vendor relationship and meant we get the very best out of each other. And they deliver.’

Kernmandanten

Imperial Brands PLC


Rightmove PLC


Tullow Oil plc


Breedon Group Limited


Monica Vinader Limited


Halfords Group PLC


RTGS Group Limited


Seraphine Group plc


Novartis UK Limited


Highlight-Mandate


  • Advising Imperial Brands on the operation of its share plans globally, which covers six executive and all-employee plans operated across multiple jurisdictions.
  • Advising Rightmove PLC, providing wide-ranging advice on the implementation and ongoing operation of its various share incentive arrangements.
  • Advising Tullow Oil across the range of its employee and executive incentive arrangements.

Addleshaw Goddard

Jonathan Fletcher-Rogers heads up the offering at Addleshaw Goddard, which has noteworthy capabilities in advising clients on remuneration policies, corporate governance and disclosure obligations, and the full array of employment issues. Clients span a varied range of sectors from the financial services to the commercial services industry. In addition, the group is equipped to provide support to clients on the collateral effects of transactions on employee incentive schemes. ‘Particularly outstanding’ practitioner Ann Moseley is noted for her cross-border incentives work, as is Leeds-based practitioner Martin Griffiths.

Praxisleiter:

Jonathan Fletcher-Rogers


Weitere Kernanwälte:

Ann Moseley; Martin Griffiths; Adam Kobeissi


Referenzen

‘I have always found the team to be approachable, willing and quick to help and incredibly knowledgeable.’

‘Ann Moseley has been particularly outstanding. She is engaging, highly knowledgeable and has a lovely way of being able to take complex legal information and convey it in a way that I can understand, without being at all patronising. She is keen to be involved and is incredibly responsive, which I value highly.’

‘Martin Griffiths is a pleasure to deal with – knowledgeable and solutions driven. Able to simplify the complex.’

Kernmandanten

The City Pub Group plc


DX (Group) plc


DBAY Advisors Limited


Britvic plc


Rathbones Group Plc


Associated British Food plc


PEXA Group Limited


Curtis Banks plc


Highlight-Mandate


  • Advised Rathbones Group plc on the employee incentives aspects of its £839m merger with Investec Wealth & Investment Management.
  • Advised Curtis Banks on the employee incentives aspects of its £242m acquisition by Nucleus Financial Platforms.
  • Advised the City Pub Group plc on the employee incentives aspects of its £162m takeover by Young & Co.’s Brewery, P.L.C..

CMS

The practice at CMS is formed of ‘true experts’ and harnesses strong abilities to advise a roster of clients which features FTSE companies, start-ups and multinational corporations across the array of industry sectors. The team's employee incentives work includes advising on the related aspects of high-value and cross-border sales and acquisitions; the team also has a reputation for its ability to ‘navigate the complexities of EOT structures’ and is developing an employment securities disputes practice, which is led by noteworthy practitioner Jaspal Pachu. The broader team is led by Andrew Quayle, who has expertise handling the creation of bespoke management incentive plans for private equity-houses and privately owned companies. Further names to note include Dilpa Raval, bespoke equity and cash incentives expert Catherine Merry, and specialist Graham Muir.

Praxisleiter:

Andrew Quayle


Weitere Kernanwälte:

Jaspal Pachu; Dilpa Raval; Graham Muir; Catherine Merry


Referenzen

‘Very good strength and depth.’

‘Jaspal Pachu’s knowledge of the legislation relating to EOT’s is exceptional.’

‘Andrew Quayle and Dilpa Raval provided practical advice in a complex area and took time to understand our business.’

Kernmandanten

Phoenix Equity Partners


Finsbury Food Group plc


Pendragon plc


Natwest Group plc


Bridges Fund Management Limited


Box to Box Films Limited


ActiveOps plc


Zoe Limited


InstaDeep Ltd


Highlight-Mandate


  • Advised Phoenix Equity Partners on its acquisition of 4most Group Holdings Limited from a global Employee Ownership Trust, including the complex tax and incentive aspects of the transaction.
  • Advised Pendragon PLC on the sale of its UK motoring business and its strategic partnership with US-based dealership Lithia Motors; a cross-border deal worth circa £400m.
  • Advised InstaDeep on all share aspects of its sale to BioNTech for up to £562m.

Cooley (UK) LLP

Paula Holland is experienced in advising on the full gamut of employee share scheme matters, and oversees Cooley (UK) LLP‘s share scheme offering. Executive compensation, equity incentives and complex share schemes are all areas of expertise of the team, which advises on implementation matters, employee benefit trusts and remuneration policies; the latter is an area of focus of Bethan Chalmers. The ‘fantastic’ Jia Xie is a key name to note, and Nicola Squire advises on share scheme and incentive-related aspects of IPOs, M&A and SPACs, among other corporate transactions.

Praxisleiter:

Paula Holland


Weitere Kernanwälte:

Bethan Chalmers; Jia Xie; Nicola Squire


Referenzen

‘Paula Holland and Bethan Chalmers work really well together. They are able to give calm and consistent advice. We really appreciate their assistance.’

‘The team works very well together, and they work well with other disciplines within the firm. The partners clearly know each other, are trusting of each other and are supportive of opinions and ideas that come forward through the process of working on matters and problems.’

‘The individuals we work with are incredibly prompt. They are the utmost professionals yet incredibly approachable. They work fast and deliver on their promises, and importantly their work is impeccable.’

Kernmandanten

Amryt Pharma


Luna Innovations


CovertSwarm Limited


Acorns Grow


Endava plc


Allergy Therapeutics


Sky Mavis Pte. Ltd.


Highlight-Mandate


  • Advised Amryt Pharma on its $1.48bn acquisition by Chiesi Farmaceutici S.p.A.
  • Advised Luna Innovations on its acquisition of Silixa Limited.
  • Advised CovertSwarm on its sale to Beech Tree Private Equity.

Eversheds Sutherland (International) LLP

Eversheds Sutherland (International) LLP‘s group is adept at handling the entire remit of employee incentives and share scheme matters. Alongside its advisory work, the team is well-placed to assist with the share scheme-related aspects of high-value transactions, including complex public to private takeovers and acquisitions. Danny Blum helms the global practice from London, while former Leeds-based national team head Mathew Gorringe retired in April 2024. Victoria Green is well-regarded for her experience handling international, financial services and public limited company-related matters in particular.

Praxisleiter:

Danny Blum


Weitere Kernanwälte:

Victoria Green


Referenzen

‘The team are knowledgeable and approachable; a really good combination for the support needed.’

‘In my dealing with the Eversheds Sutherland’s employee share schemes practice, I was very impressed with the clarity of the information and answers provided as well as the incredibly prompt nature of responses from all team members.’

Kernmandanten

NTT Data


MicroStrategy Inc.


Intertrust


Croda


United Utilities


OnTheMarket plc


Lookers plc


Sally Beauty Inc.


Parker Hannifin Inc.


Heathrow Airport


Fieldfisher

Fieldfisher‘s team has a particular specialism in employee ownership trust matters; co-heads of the group Mark Gearing and Neil Palmer are both highly regarded for their ‘deep experience’ in this area. The team also has strong expertise in advising employee-owned companies on the establishment and implementation of companies and hybrid EO structures; it also assists EO clients with tax, share plan and M&A-related matters, supporting clients with incentive and remuneration plans. Graeme Nuttall retired from practice in March 2024 and Jennifer Martin departed the team in December 2023.

Praxisleiter:

Mark Gearing; Neil Palmer


Referenzen

‘We have received continuity of high-quality service over the last few years. Fieldfisher have suggested solutions to meet our commercial objectives and have been thorough in their documentation and explanation of the same.’

‘Mark Gearing has a thorough understanding of our business and the employee ownership aspects that have been introduced. Mark has strong communication skills and makes himself available to the client whenever required.’

‘A deep knowledge acquired over many years of Employee Ownership Trusts, with the ability to link in with other specialisms at the firm, to deliver first-rate legal and tax advice on complex EOT transactions.’

Kernmandanten

MAPP (Property Management) Limited


Pitch Marketing Group Limited


Saietta Group Plc


CT Automotive Group Plc


Ocean Harvest Technology Group Plc


PMA Production Services Limited


Trigger Group Ltd


Vizlib Ltd


Petrichor Partners, LP


Kwalee Ltd


Albourne Partners Limited


Northamber Plc


Hartshead Resources NL


Mishcon de Reya LLP

The team at Mishcon de Reya LLP is highly regarded for its ‘wealth of experience in the incentives field’. The group is headed up by Stephen Diosi and is capable of advising a broad range of clients, from listed companies and financial services organisations, to pre-IPO companies. The team advises on the share scheme elements of notable complex transactions, and is well-equipped to provide ongoing advice to companies regarding the plethora of share scheme stages, from design and implementation, to exit work. Tax and EOT specialist Liz Hunter is a key practitioner, as is Sakhee Ganatra, who has experience supporting on cross-jurisdictional work.

Praxisleiter:

Stephen Diosi


Weitere Kernanwälte:

Liz Hunter; Sakhee Ganatra; Geoff Dragon


Referenzen

‘The team at Mishcon are very knowledgeable.’

‘Stephen Diosi is a very experienced share plan professional who never fails to impress me. I have not managed to stump him with a question. Very proactive.’

‘Mishcon distinguishes itself with its client-centric approach. They invest the time to thoroughly grasp our needs, enabling them to craft innovative solutions aligned with our strategic goals. Their team are technically excellent, commercial astute and I appreciate the practical lens.’

Kernmandanten

OpenPayd Holdings Limited


Axomic Ltd


Lee Marley Brickwork Limited


Ondo Insurtech plc


Robert Walters plc


Kindred Group plc


Insights Group Limited


Wayve Technologies Limited


Peanut App Limited


Sedna Communications Limited


Norton Rose Fulbright

The team at Norton Rose Fulbright is experienced in advising clients on all aspects of bespoke incentive plans, particularly assisting companies in the fintech sector and those that are private equity-backed. The group is also well-placed to advise on the share plan aspects of high-profile and high-value transactions, including disposals, buy-outs and complex purchases. Practice head Matthew Findley has a particular specialism in employee benefits and executive compensation matters; clients state his ‘knowledge and expertise in his field are standout’. Barbara Gaffey has expertise in advising on the array of corporate transaction-related share scheme work.

Praxisleiter:

Matthew Findley


Weitere Kernanwälte:

Barbara Gaffey; Ed Spilman


Referenzen

‘The team are like an extension of our own internal function. The responsiveness and clarity provided by the NRF team is excellent and general attention-to-detail is superb. The people are what makes the NRF team unique.’

‘The personability and the personalities are what makes them stand out. I value the ability to speak with them about technical issues and how they provide sensible and well thought-through, practical and pragmatic solutions.’

‘Matthew Findley’s knowledge and expertise in his field are standout. Matthew has a very pragmatic approach and he delivered our project on time. Matthew was always very responsive to our requests and a pleasure to work with. We would not hesitate to recommend his services and use him again.’

Kernmandanten

Colgate-Palmolive (UK) Limited


Morgan Stanley Smith Barney LLC


TomTom International B.V.


Dale Partners


Allica Bank


Kentro Capital Limited


Acrisure International Holdings


Systematica Investments Limited


McGill & Partners


IMI plc


The Predistribution Initiative


James Hambro & Partners LLP


Centamin plc


Conning Holdings Limited & Cathay Life Insurance Co


Solevo Suisse SA


Taylor Maritime


Infinite Equity


Highlight-Mandate


  • Advising Colgate-Palmolive on its UK employee share plans, including in relation to the introduction of certain terms from its US share plans into its UK tax-advantaged arrangements in a manner which did not prejudice the availability of the relevant tax reliefs for UK employees.
  • Advising Dutch-headquartered multinational TomTom in relation to the proposed introduction of a new employee investment scheme.
  • Advising Morgan Stanley on the disposal of Solium Capital UK to Computershare Limited.

Osborne Clarke LLP

Osborne Clarke LLP‘s practice is experienced in advising clients on the full remit of work, including executive incentives and employee schemes which span various facets of international companies. The team is well placed to advise on the life cycle of share schemes, and is also well equipped to handle work in transactional contexts; the team’s sector-specific expertise focuses on the healthcare, life sciences and tech sectors. Michael Carter helms the offering, and Anika Chandra is singled out as ‘the share plans lawyer that other share plan lawyers seek advice from’.

Praxisleiter:

Michael Carter


Weitere Kernanwälte:

Anika Chandra; Rhiannon Jones; Samuel Marriott


Referenzen

‘Approachable, on-hand, personable and incredibly knowledgeable.’

‘Really hands-on, which is particularly refreshing at partner level.’

‘Expert knowledge with practical insights, a sizeable team with a broad range of expertise and skills.’

‘Anika Chandra has expert knowledge which she delivers practically and proactively. Anika is the share plans lawyer that other share plan lawyers seek advice from. Michael Carter is pragmatic and solution-oriented.’

‘Our experience working with the team has been fantastic. We appreciate the professionalism and expertise demonstrated throughout the process.’

‘They have an overwhelming amount of knowledge of employment laws and regulations, particularly their understanding of employee share schemes, and their ability to deal with work is excellent. Their dedication to achieving the best possible outcome for clients is commendable.’

Kernmandanten

BioNTech SE


Jellyfish Digital Group Limited


X.AI Corp


Mitie Group plc


The Property Franchise Group plc


Palladian Investment Partners LLP


Powerscourt Limited


Powerscourt Financial Media Limited


Gorillini NV


Highlight-Mandate


  • Advised BioNTech as regards the complex employee incentive arrangements for 212 individuals in the UK, US, France, Tunisia, Nigeria, South Africa and the UAE.
  • Supported Jellyfish Digital Group Limited in connection with the sale of its entire share capital to The Brandtech Group LLC.
  • Assisted X.AI Corp with its initial equity incentive arrangements for its first UK employees; the company has since raised $135m in equity fundraising.

Skadden, Arps, Slate, Meagher & Flom (UK) LLP

The practice at Skadden, Arps, Slate, Meagher & Flom (UK) LLP is led by Louise Batty and is well placed to advise its roster of clients on the impact of high-value transactions, including takeovers and acquisitions, on incentives and compensatory schemes. Batty is experienced advising on a broad range of related aspects, from tax to trusts issues. Design, implementation and operation specialist Kate Crompton is a key name to note in the team, while Katie Barnes has experience advising well-known names and FTSE companies on equity incentives and remuneration matters at a global level.

Praxisleiter:

Louise Batty


Weitere Kernanwälte:

Kate Crompton; Katie Barnes


Kernmandanten

DWF Group plc


Danaher Corporation


Northlight Group LLP


Freeline Therapeutics Holdings plc


Argo Group


Corebridge Financial Inc.


Global Auto Holdings Limited


Poltronesofà S.p.A


Via Transportation, Inc.


H.I.G. Capital, LLC


Sage Group plc


Issa Brothers and TDR Capital (ASDA)


Hive Underwriting Limited


Atlantica Sustainable Infrastructure plc


Zayo Group Holdings, Inc.


Fanatics, Inc.


Genesys Cloud Services, Inc.


Aptean, Inc.


Highlight-Mandate


  • Advised DWF Group plc on the equity compensation aspects of the £342m public takeover by Inflexion Private Equity Partners LLP.
  • Advised Danaher Corporation on its $5.7bn acquisition of research solutions provider Abcam plc.
  • Advised Northlight Group LLP on the acquisition by one of its managed funds of the Carrick Group, an international non-life legacy insurance business providing reinsurance and run-off management solutions.

Taylor Wessing LLP

Taylor Wessing LLP‘s ‘quick and effective’ practice has expertise covering the share scheme aspects of high-value and cross-jurisdictional transactions, acting for well-known corporate clients; the group's client roster features names across a range of sectors including the energy, tech and professional services industries. In addition, the practice also handles the design and implementation of all employee plans, employee trusts, and share incentive plans. Team head Ann Casey is experienced in advising national and international clients, and Claire Matthews ensures ‘the best possible customer service’, while Katie Lewis is described as ‘phenomenally good’.

Praxisleiter:

Ann Casey


Weitere Kernanwälte:

Claire Matthews; Katie Lewis; Megan Geiser


Referenzen

‘Taylor Wessing’s practice is highly experienced in share schemes matters, having a profound knowledge of the market and a level of sophistication connected with the complexity of matters and clients involved.’

‘The intense collaboration with offices and representatives in several countries allows the team to respond in a quick and effective manner, with deep knowledge of the specificities of the markets involved.’

‘Claire Matthews is a professional with an in-depth knowledge of the market, regularly drawing on the support of colleagues from jurisdictions relevant to the solution of the problem. Claire is responsive and actively manages the matter, leading the team in order to ensure the best possible customer service.’

Kernmandanten

TrustedHousesitters Group Ltd


BITKRAFT Ventures Token Fund I, L.P.


Inflexion Group


Aukett Swanke plc


myenergi Group Ltd


Loopio Inc.


APCO Worldwide Limited


City of London Group plc


Encora Digital LLC


Highlight-Mandate


  • Advised TrustedHousesitters, Rockpool Investments and members of the TrustedHousesitters management team on Rockpool’s successful exit from TrustedHousesitters.
  • Advised Aukett Swanke plc on setting up a new suite of share plans.
  • Advised BITKRAFT Ventures as the lead investor for Scriptic’s $5.7m seed round.

Hogan Lovells International LLP

Hogan Lovells International LLP fields a practice which is well equipped to advise on the full spectrum of employee incentive matters, from long-term cash incentives work, to bespoke management equity planning issues, to multi-jurisdictional employee equity mandates. Team head Fiona Bantock has notable expertise in cases with a transactional basis, namely private equity and M&A matters. Callum Fowers works on the life cycle of share scheme and incentive plans, and Paul Randall is also a key practitioner.

Praxisleiter:

Fiona Bantock


Weitere Kernanwälte:

Callum Fowers; Paul Randall


Kernmandanten

Aware Super


Benchmark Capital Limited


Flipkart Private Limited


Infracapital Greenfield Partners II (IGP II)


Marsh McLennan


Shaftesbury PLC


Smart Metering Systems


Highlight-Mandate


  • Advised Smart Metering Systems plc on its recommended £1.3bn takeover offer by private equity firm Kohlberg Kravis Roberts & Co. L.P.
  • Advised Marsh McLennan on the sale of Mercer’s U.S. health and benefits administration and UK pension administration businesses to Bain Capital Insurance.
  • Advised Shaftesbury PLC on its recommended £5bn all-share merger with Capital & Counties Properties PLC.

Postlethwaite Solicitors Ltd

Employee ownership trusts are the specialist focus of the group at Postlethwaite Solicitors Ltd, which has a workload which includes complex transactions, including advising on the sale of a company to an EOT, as well as reviewing and updating share options. The ‘reliable, courteous and very efficient’ Robert Postlethwaite heads up the practice alongside David Reuben, who has experience assisting SME clients in particular.

Praxisleiter:

Robert Postlethwaite; David Reuben


Referenzen

‘A niche firm with strong specialist advisers.’

‘David Reuben is responsive, hands-on and practical in his advice.’

‘The employee share scheme practice has an understanding of our multinational clients whether private or public, small or large, a corporation or a partnership.’

Kernmandanten

Mini Title Ltd


MIES International Limited


Ellwood and Atfield Limited


Interact CC Ltd


Smith Myers Communications Ltd


Millers Grinding and Tinning Company Limited


Postlethwaite Solicitors Limited


Plentific Ltd


Ascertus Ltd


The London Interdisciplinary School Limited


Centaur Robotics Limited


Highlight-Mandate


  • Advised Ellwood and Atfield Limited on its sale of 100% of the company to an EOT, advising on all legal and taxation issues and documentation.
  • Advising Plentific Ltd on bringing its existing EMI share option scheme in line with current legislation, changes to HMRC practice while keeping it consistent with the company’s Shareholders’ Agreement.

Shoosmiths LLP

Dan Sharman heads up Shoosmiths LLP‘s offering with support from Reading-based head of tax Tom Wilde. The practice is well equipped to advise both public and private companies on mandates ranging from the design and implementation of incentives, including providing guidance on tax aspects, to supporting on various transactions, particularly M&A. Marie Mann is praised as ‘exceptional’ by clients.

Praxisleiter:

Tom Wilde; Dan Sharman


Weitere Kernanwälte:

Marie Mann


Referenzen

‘Good accessibility of team members; practical commercial solutions proposed.’

‘Dan Sharman is fantastic – commercially-minded and technically excellent, always calm, professional and a pleasure to work with.’

‘I felt there was a collaborative approach to the work and an openness about meeting tight deadlines and ensuring the right quality of work. Communication was excellent which meant that I had confidence in meeting the deadlines for the whole project.’

Kernmandanten

Rotala Group Limited


Smoove plc


Rothschild (Five Arrows)


EV Chargers Limited


Oscar Topco Limited


Shareholders of CLC Group


Tan Delta Systems Limited


Ten Entertainment Group Plc


Gresham House Investment Management (Guernsey) Limited


BGF Investments LP


BGF UK Enterprise Fund 2 LP


Foresight Group LLP


Certara USA Inc


Octopus Investments Limited


Local Data Company Group Ltd


Highlight-Mandate


  • Acting for Ten Entertainment Group plc on the share scheme aspects of its £287m takeover by US private equity firm Trive Capital.
  • Acting for Rothschild (Five Arrows Growth Capital and TA Associates) on the acquisition of a majority stake in Agilio Software Topco Limited.

Simmons & Simmons

Simmons & Simmons‘ group is particularly experienced in handling remuneration regulatory work in the financial services sector. The practice also has capabilities in advising on the full remit of incentives-related issues, from supporting clients through the life cycle of schemes to offering guidance on the related impact of various transactions; the group also advises investment clients on compliance with the IFPR. The ‘very proactive’ Tair Hussain helms the practice.

Praxisleiter:

Tair Hussain


Weitere Kernanwälte:

Graeme Standen


Referenzen

‘Tair Hussain is exceptional; very responsive and knows his subject matter inside out.’

‘Tair Hussain is excellent – very proactive and very capable of cutting through the detail and complexity and putting share schemes into plain English.’

‘Very cost-effective – the quality, responsiveness and focus of magic circle peers.’

Kernmandanten

Octopus Capital


Future plc


Monzo Bank Limited


Lendinvest plc


Evercore Inc.


Marshmallow


Lumyna Investments


Sumitomo Mitsui Banking Corporation (SMBC)


Stone X Financial Limited


DG Partners


Highlight-Mandate


  • Advised on the employee share scheme aspects of the merger of two London listed investment banks.
  • Advised Evercore on global remuneration regulatory compliance issues and the implementation of cash and equity incentives arrangements in multiple jurisdictions.
  • Advised a tech unicorn on the design, structure and implementation of tax advantaged and non-tax advantaged employee share schemes.

Stephenson Harwood

‘Experienced and efficient operator’ Nicholas Stretch heads up the group at Stephenson Harwood. Listed and private companies feature on the team’s sector-spanning client list, and the group has expertise in advising on employee share plan and remuneration matters as well as transaction-related work. Desiree De Lima is a key practitioner with experience supporting clients through the design and implementation of various share plan options.

Praxisleiter:

Nicholas Stretch


Weitere Kernanwälte:

Desiree De Lima; Nikhil Chandanara


Referenzen

‘We used this practice for producing our company share option scheme documentation. The company was efficient and dealt with queries quickly and provided accurate advice throughout. The practice seemed very capable of handling this type of work.’

‘They were always readily available to discuss queries and the individuals were knowledgeable, polite and gave an excellent service level.’

‘Very competent and responsive team.’

Kernmandanten

Liberum Capital


Bowmark Capital


Transport UK


Nurture Landscapes


BD-Capital


Aptamer Group


Novacyt


Hotel Chocolat


Futura Medical


Highlight-Mandate


  • Advised Liberum Capital on its proposed merger with Panmure Gordon to create independent investment bank, Panmure Liberum, which was announced in January 2024.
  • Advised Novacyt when it made an approach for AIM-traded Yourgene, dealing with all relevant employee share plan matters and more.
  • Advised BD-Capital on its investment in TLC Marketing Worldwide, advising on a range of option and incentives-related issues that came to light as part of the transaction.

Weil, Gotshal & Manges (London) LLP

Weil, Gotshal & Manges (London) LLP‘s practice is part of the firm’s broader global tax, executive compensation and benefits team. Executive remuneration and related issues, and employee and management incentives matters makes up the team’s workload. The group is experienced in handling a broad range of work in both domestic and cross-jurisdictional contexts. Oliver Walker is a tax and incentives specialist who leads the team alongside Kevin Donegan, who is ‘a pleasure to work with’ according to clients.

Praxisleiter:

Oliver Walker; Kevin Donegan


Weitere Kernanwälte:

Mila Kostadinova


Referenzen

‘Dedicated incentives advice supporting PE backed clients. We generally work with the Weil incentives and PE teams and find them technically strong and very commercial.’

‘Kevin Donegan is an asset to the firm – calm, clear and technically strong incentives advice.’

‘The team at Weil excel at managing transactions to a sensible and efficient conclusion, ensuring all parties are fully informed. Pragmatic decision making is at the core of their offering.’

Kernmandanten

Providence Equity Partners


Churchill Capital Corp VII


Sun European Partners


Angstrom Sports


TPG


Morrow


Sodali


Globeducate


Sign In Solutions


PSG Equity


Brookfield Asset Management


Fitzwalter


Capital


CVC Capital Partners


Highlight-Mandate


  • Advised Providence Equity Partners and Heron UK Bidco on the employee and executive share plan aspects of the recommended cash offer for London-listed Hyve Group plc, the international organiser of exhibitions and conferences.
  • Advised Angstrom Sport on the employee share option and management incentive aspects of its sale to London-listed owner of Ladbrokes, Entain plc.
  • Advised Sun European Partners on the management incentive aspects of its acquisition of AIM-listed K3 Capital Group, a multi-disciplinary and complementary group of professional services businesses advising SMEs.

White & Case LLP

White & Case LLP‘s team is noted for providing ‘excellent support’ to its well-known clients, advising on international share scheme mandates. The group is well equipped to support its clients with the operation of incentive plans, as well as handling the due diligence and documentation aspects of plans, and advising on the incentives-related elements of noteworthy transactional matters. ‘Outstanding lawyer’ Nicholas Greenacre heads up the practice.

Praxisleiter:

Nicholas Greenacre


Weitere Kernanwälte:

Euan Fergusson


Referenzen

‘This White & Case team has been an excellent support to us.’

‘They are knowledgeable, responsive, and a pleasure to work with.’

‘Nicholas Greenacre and Euan Fergusson are noteworthy.’ 

Kernmandanten

Pollinate Networks Limited


discoverIE Plc


Klarna Bank


Bridgepoint Group Plc


Connect Infrastructure


Kent Plc


Accelerant


IHS Holding Limited


International Game Technology Plc


TIER Mobility


Bryan Cave Leighton Paisner

Bryan Cave Leighton Paisner‘s group is overseen by David Dennison, who harnesses significant experience in advising on the full array of share plan-related issues. The team assists with the design and establishment of share plans for its company clients, as well assisting with the operation of plans.

Praxisleiter:

David Dennison


Kernmandanten

Industrials REIT Limited


Kape Technologies PLC


Raven Property Group Limited


Playtech PLC


FRP Advisory Group PLC


Redde Northgate PLC


SDX Energy PLC


Highlight-Mandate


  • Represented Industrials REIT Limited in connection with a recommended cash offer made by Blackrock via a scheme of arrangement for the entire share capital of the company.
  • Advised Kape Technologies in respect of the cash offer made for Kape by Unikmind.

Burges Salmon LLP

Burges Salmon LLP‘s practice is led by Nigel Watson, who is based in the firm’s Edinburgh office. The practice is experienced in advising on the design, implementation and management of schemes involving employees and non-employees, including making bespoke amendments and providing general corporate advice at a domestic and international level. The ‘impressive’ Claire Withers in Edinburgh and Bristol’s Elena Visser-Adams are also key practitioners.

Praxisleiter:

Nigel Watson


Weitere Kernanwälte:

Elena Visser-Adams; Claire Withers


Referenzen

‘Private client work with international reach. Particular experience in cross-border work involving Dubai and the Middle East.’

‘I really enjoy working with this team, very collaborative, easy to work with, and real strength and depth.’

‘The team is particularly strong. They are easy to engage with, jump on tricky situations as they arise, and work through practical solutions to get to an outcome. Their practicality is a point to draw out in particular. ’

Kernmandanten

ReFuels N.V.


RBS Invoice Finance Limited


Integrum Renewable Energy Ltd


Brillio UK Ltd


Broadway Technology LLC


Morgan Sindall Group plc


Green Lithium Refining Limited


Tensense


Phi Partners International Limited


Soane Limited


Ooni Limited


The Crown Estate


Highlight-Mandate


  • Advised ReFuels N.V. on the implementation of an equity incentive plan for its executive management team in anticipation of its IPO.
  • Advised Green Lithium Refining Limited on its equity incentive structure including growth shares and EMI options including key operational and strategic performance conditions aligned to the scale-up.
  • Advised Phi Partners International Limited on the design and implementation of its management incentive plan involving employees and non-employees.

Dechert LLP

Dechert LLP‘s group is led by ‘exceptional’ practitioner Daniel Hawthorne, who specialises in tax and incentives matters. The team’s client portfolio features investment managers and funds as well as corporate clients. The team's workload spans multiple jurisdictions and the group advises on the establishment and implementation of incentives plans, as well as disputes that arise from such plans. ‘Technical expert’ Jason Butwick is a noteworthy member of the team.

Praxisleiter:

Daniel Hawthorne


Weitere Kernanwälte:

Jason Butwick


Referenzen

‘Jason Butwick is exceptional – a technical expert with a wealth of experience in employee incentive schemes and in our industry. He is highly commercial and a trusted adviser to our business.’

‘The team is commercial, responsive and client-oriented. We found Daniel Hawthorne and his team delivered prompt advice which addressed our questions clearly and succinctly.’

‘Daniel Hawthorne provided clear, commercial advice within tight deadlines and gave clear comprehensible advice in respect of complex structures.’

Fox Williams LLP

Fox Williams LLP‘s group is headed up by tax expert Emma Bailey and is noted for providing its clients with a ‘great service’. Equity incentives and employee share scheme matters feature in the team’s workload, which includes establishing bespoke share incentive arrangements for clients in the tech and fintech sectors in particular.

Praxisleiter:

Emma Bailey


Weitere Kernanwälte:

Jo Varia


Referenzen

‘I’m always happy to use the employee benefits team at Fox Williams, and have returned to them multiple times across various businesses.’

‘Emma Bailey is noteworthy.’

‘Good people, great service.’

Kernmandanten

Constellation Software Inc.


CSI – VMS Ventures Limited


Rollins Inc


Trustbridge Globa Media


Allica Bank


Miura Systems Limited


Fund Ourselves Limited


Zavfit Limited


Cyberduck Limited


Walker Books Limited


Pontoro Inc


Threadneedle Software Holdings Ltd


QiO Technology Limited


Code Technology Limited


Fidel Limited


Bladonmore Limited


Highlight-Mandate


  • Advising Trustbridge Global Media in relation to the consequences for Walker Books of various loan note distributions being made from the EBTs, which previously owned Walker Books, to hundreds of former and current employees.
  • Acted for Canadian based CSI – VMS Ventures in relation to employment-related securities issues arising in the context of global equity awards made to UK employees of one of the joint venture investee companies.
  • Advised Pontoro Inc. on the extension if its US share option scheme to UK employees of a UK subsidiary, with the UK sub-plan being in a form which allowed for the grant of Enterprise Management Incentive options.

Mayer Brown International LLP

Mayer Brown International LLP‘s group has significant experience in advising clients on a long-term basis on employee share scheme matters in both domestic and international contexts. Team lead Andrew Stanger has expertise advising on the broad scope of employee share plans and equity incentives work, particularly on the tax aspects.

Praxisleiter:

Andrew Stanger


Kernmandanten

Morningstar, Inc


Cornish Lithium plc


Corney & Barrow Group Ltd


Adaptimmune Therapeutics plc


Sotheby’s


Bay Capital plc


Growth Catalyst Partners


Velocys plc


Apollo Partners


Cloud Technology Solutions


Orrick, Herrington & Sutcliffe (UK) LLP

Orrick, Herrington & Sutcliffe LLP‘s practice is noted for its ‘global reach’ and has experience advising on the share scheme-related aspects of significant transactions, including financings and acquisitions. The tech and life sciences industries are the sectors that team head Anna Humphrey has particular expertise in, advising on the array of employee incentives matters; she is well-regarded by clients for her ‘superior knowledge’.

Praxisleiter:

Anna Humphrey


Weitere Kernanwälte:

David Walder


Referenzen

‘The firm has global reach which is very helpful for companies like ours which operates in multiple jurisdictions. The team is very connected and responsive.’

‘Anna Humphrey is a delight to work with. Her knowledge is superior.’

‘Anna Humphrey has fantastic industry knowledge and networks which is crucial in an area like incentives. She takes the time to understand your business and her advice is always pragmatic and commercial.’

Kernmandanten

Anthropic


Dogmates


Eilla AI


Eurazeo Digital


Extrinsica


Griffin Bank


Protect AI


Replicate


Highlight-Mandate


  • Advised a client on the employee share scheme aspects of its £280m financing from a new investor and an existing investor.
  • Advised AI safety and research company Anthropic AI on its incentivisation and share schemes arrangements, including aspects of its financing from Amazon Web Services.
  • Advised Protect AI on the employee share scheme aspects of its acquisition of 418sec Ltd.