Market leading advisory services

Our ambition is to maintain a top position in advisory for share-related incentive plans and provide ancillary services.

We are currently advising more than 60 Nordic listed companies and around 10 private companies. The bulk part is Swedish companies, but our track record also include companies from Denmark, Faroe Islands, Finland, Iceland and Norway.

In addition, we have a track record of being involved in several major IPO:s on Nasdaq Stockholm.

Advisory for share-related incentive plans

① Pre-launch
● Structure and design of the plan
― Review of alternative plan structures
― Benchmarking of relevant peers
― Hedging solutions (share repurchases, share swaps, new shares issue)
― Administrative set-up, structuring and timing. Internal co-ordination
● Presentations for the Remuneration Committee and the Board of Directors
● Meetings with major shareholders
● Assistance to the law firm involved
● Information package to the participants
● Preparation of administrative processes
● Assistance at the shareholders general meeting


② Launch
● Valuation statements
● CSD/Euroclear registrations
● Administration of securities and payments
● Co-ordination with third party providers of administrative services


③ Post-launch
● Accounting of the plan
● Carrying out the selected hedging method
● Regular updates of the performance conditions
● Support with texts for the annual report
● Recalculations
● Board evaluation of outstanding incentive plans


④ Exercise
● Administration of securities and payments
● Cashless exercise solutions

Ancillary services

Corporate Valuation Services
Company valuation and other special valuation assignments.

 

Capital Distributions
Advisory and project coordination in relation to capital distributions such as share repurchases based Nasdaq Stockholm’s rule book and Safe Harbour arrangements.

 

CFO Support Services
General CFO support services on an on demand basis (M&A, analysis or similar activitities).

 

Investor Relations Services
Support in relation interactions with shareholders and the general stock market.