I have a big announcement for you: I'm now able to take on any merger or acquisition with confidence! My team and I will continue to provide excellent daily transactional work while adding M & A to the services that Stock Connections offers.

How did I get to this point? I recently hosted a VIP event for clients and others who have supported my business over the past several years. It was a well-attended, fun celebration where everyone was able to network and make new friends and connections (see pictures below). During the event I took a few minutes to describe "High Flying Equity Programs" as they relate to a merger or acquisition (click here to download your copy). 

If you read the report, you will see there are at least a dozen areas in the rocket that can be impacted by even a simple equity program. With a couple of exceptions, these ALL apply to private as well as public companies. Beginning with the Purpose of your Equity Program and building on a foundation of documents, policies & procedures, a sound, stable program is created. In addition, there are many outside influences over which you have NO control and yet you have to guide your program through them without colliding. 

In addition to this report, the story of a recent assignment comes into play. A year ago I was contacted by a Fortune 500 company to help with a large acquisition that had 6 major components of the equity piece with a value of over $100 million. That was just the equity piece; the entire acquisition was in excess of $6 billion. Over the course of the following months, we spent hours strategizing about how best to meet all the complex requirements. Every single item on the rocket was involved for both the acquiring company as well the target company - internal and external.

After months of strategizing and planning, the deal closed and our long checklist was set in motion. Several months later, we looked back to see that everything went like clock work with no mistakes and a lot of happy people who received their cash and/or new options as promised. The final integration of the two companies continues, but the bulk of the project is now finished.

Based on this experience and past acquisitions, I feel very comfortable in saying that my team and I are now able to take on any merger or acquisition with confidence! Please let me know if you want to know more about this new service.