Advanced equity project support services
Bring in experienced help for the equity work behind IPOs, M&A, automation, and global expansion.
Expert support for complex equity initiatives
Major equity projects, including an IPO, M&A transaction, global expansion, or a technology platform transformation, put extra pressure on equity teams. They require specialized knowledge, careful planning, and accurate execution. Mistakes can be costly and difficult to unwind.
Our consultants have run this work from inside issuer equity teams and from the vendor side, at private companies and at large multinational public companies. We know the technical requirements, the regulatory constraints, and the dependencies that quietly threaten a deadline.
We work inside your existing project structure or manage the equity workstream directly. The scope can cover the full project or a defined set of tasks where the internal team needs more capacity.
Our advanced project services
Strategic transactions & equity events
We support equity treatment analysis, participant communications, system conversions, and compliance work for M&A, IPOs, SPACs, and other corporate events. Our consultants coordinate the details across internal teams and external advisors.
Equity plan modifications & automation
We redesign plan workflows and automate repetitive steps where the process and controls are clear. The goal is less manual entry, fewer handoffs, and a record your team can review.
Global workforce mobility support
We help track mobile employees and grants, coordinate tax requirements across jurisdictions, and explain the equity impact to participants. Our team works with your tax and legal advisors on country-specific requirements.
System integrations
We connect the equity platform with HRIS, payroll, and other business systems. Each integration includes data mapping, validation rules, error handling, and a reconciliation process.
Complex projects we support
We bring specialized expertise to your most challenging equity initiatives
IPO preparation & execution
We prepare private-company equity operations for public-company requirements, including Section 16 setup, insider trading policies, Form S-8 preparation, award transitions, and participant education.
Merger & acquisition support
We support equity due diligence, award treatment analysis, participant communications, system consolidation, compliance, and post-close integration. This gives the deal team a clear view of equity obligations before and after closing.
SPAC transactions
We manage equity compensation through SPAC mergers and de-SPAC transactions, covering plan conversions, participant communications, regulatory compliance, and the operational transitions specific to SPAC structures.
Corporate restructuring
We calculate and process equity adjustments for spinoffs, stock splits, reverse splits, and other restructurings. The work includes participant communications, system updates, reconciliation, and audit support.
Global expansion
We help companies extend equity programs into new countries, coordinating local rules, grant structures, tax considerations, and participant education with the appropriate advisors.
System modernization
We move companies off legacy systems and spreadsheets onto current equity platforms, covering vendor selection, data migration, process redesign, and the retraining that comes with it.
Why choose AEP for complex projects
Deep specialized expertise
Our consultants have worked IPOs, M&A transactions, and system implementations from the issuer side, the vendor side, and the advisory side. Ten of the seventeen people on our team are Certified Equity Professionals.
Risk mitigation
Equity mistakes in a transaction are expensive and hard to unwind. We work from a documented plan with review points, so errors surface during testing rather than after a filing.
Bandwidth & agility
We provide administrators who can start without a long ramp-up and leave when the project ends, so a six-month spike does not become a permanent hire.
Objective perspective
We have no stake in the process you already built. We question the assumptions behind it and say when a workaround has outlived the problem it solved.
Our project methodology
Assessment & planning
We assess your current state, define what the project has to deliver, name the risks, and build a plan with timelines and resourcing your team can hold us to.
Collaborative execution
We work alongside your team rather than around it. Your people know the history behind the decisions we are changing, and the project goes faster when that knowledge is in the room.
Quality assurance
Each phase carries its own reviews, testing, and validation, and nothing moves to the next phase on the strength of an assumption.
Knowledge transfer
We leave behind documentation and trained administrators, so your team can run what we built after we are gone.
Frequently asked questions
Common questions about our Advanced Project Support services